Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AONNY (Aeon Co Ltd ADR) | -43.89% | -70.49% | -24.17% | -19.89% | -5.54% | -1.54% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/30/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AONNY (Aeon Co Ltd ADR) | 12/30/2009 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.53 | -70.49 | -24.17 | -19.89 | -5.54 | -1.54 | NA | … | … | -43.89 | -32.90 | 2.64 | 7.58 | -10.52 | -22.57 | 46.77 | 8.81 | 13.32 | 18.79 | -8.05 | 53.39 | -26.12 | 19.00 | -16.58 | 10.58 | 51.90 | -0.61 |
| Sharpe Ratio | NA | -0.29 | -0.19 | -0.20 | -0.09 | NA | NA | … | … | -1.87 | -0.14 | -0.15 | 0.16 | -0.37 | -0.84 | 1.01 | 0.28 | 0.44 | 1.12 | -0.33 | 1.91 | -1.21 | 0.79 | -0.97 | 0.45 | 2.08 | NA |
| Standard Deviation(%) | NA | 255.98 | 149.25 | 116.84 | 85.23 | NA | NA | … | … | 42.41 | 257.69 | 25.09 | 20.52 | 31.94 | 26.93 | 45.73 | 26.21 | 27.26 | 16.34 | 25.01 | 27.97 | 21.65 | 24.01 | 17.25 | 23.67 | 24.87 | 0.00 |
| Draw Down(%) | NA | 92.73 | 92.73 | 92.73 | 92.73 | NA | NA | … | … | 47.73 | 89.62 | 21.33 | 13.55 | 33.01 | 33.94 | 20.67 | 23.43 | 21.09 | 6.41 | 21.62 | 14.29 | 32.62 | 19.48 | 22.94 | 18.06 | 15.75 | 0.61 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 12/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AONNY (Aeon Co Ltd ADR) |
-24.10%
May 2023 – May 2026 |
-20.49%
May 2021 – May 2026 |
-5.40%
May 2016 – May 2026 |
-1.84%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AONNY (Aeon Co Ltd ADR) |
26.70%
Aug 2022 – Aug 2025 |
20.51%
Feb 2016 – Feb 2021 |
10.60%
Sep 2014 – Sep 2024 |
9.27%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart