Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AOZOY (Aozora Bank Ltd ADR) | 4.50% | 19.94% | -2.85% | -4.34% | -4.11% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/07/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AOZOY (Aozora Bank Ltd ADR) | 09/07/2012 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.61 | 19.94 | -2.85 | -4.34 | -4.11 | NA | NA | … | … | 4.50 | -10.47 | -17.55 | 20.11 | -14.39 | 26.89 | -26.54 | -4.32 | -21.14 | 23.76 | -0.79 | 11.05 | 10.31 | 4.55 | 4.85 |
| Sharpe Ratio | NA | 0.68 | -0.12 | -0.17 | -0.17 | NA | NA | … | … | 0.58 | -0.31 | -0.47 | 0.36 | -0.56 | 0.79 | -0.68 | -0.22 | -0.89 | 1.33 | -0.04 | 0.84 | 0.83 | 0.25 | 1.17 |
| Standard Deviation(%) | NA | 28.67 | 44.42 | 38.47 | 33.87 | NA | NA | … | … | 22.20 | 42.96 | 44.98 | 46.29 | 28.38 | 33.82 | 39.08 | 26.48 | 25.44 | 17.48 | 22.89 | 13.08 | 12.47 | 17.97 | 14.24 |
| Draw Down(%) | NA | 10.07 | 46.83 | 50.55 | 63.24 | NA | NA | … | … | 8.01 | 33.85 | 39.61 | 15.45 | 25.23 | 14.75 | 41.57 | 26.69 | 31.45 | 8.84 | 17.35 | 13.10 | 7.66 | 14.08 | 3.16 |
| Yield(%) | 0.00 | 3.09 | 2.26 | 2.36 | 2.79 | 3.26 | 2.44 | … | … | 0.00 | 3.26 | 1.59 | 2.78 | 2.98 | 4.91 | 4.54 | 4.80 | 4.07 | 5.12 | 4.88 | 2.40 | 3.48 | 6.49 | 0.00 |
Data as of 06/08/2026, Common starting date is 09/07/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOZOY (Aozora Bank Ltd ADR) |
-21.93%
Oct 2017 – Oct 2020 |
-11.92%
Jul 2015 – Jul 2020 |
-6.29%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AOZOY (Aozora Bank Ltd ADR) |
14.39%
Sep 2020 – Sep 2023 |
12.78%
Jan 2013 – Jan 2018 |
1.10%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart