Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APELY (Alps Electric Co Ltd) | 3.89% | 37.50% | 16.90% | 6.43% | -2.52% | 3.64% | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APELY (Alps Electric Co Ltd) | 04/27/2010 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.41 | 37.50 | 16.90 | 6.43 | -2.52 | 3.64 | NA | … | … | 3.89 | 30.07 | 20.11 | -1.01 | -5.18 | -25.91 | -40.36 | 21.93 | -32.07 | 22.22 | -11.23 | 41.58 | 70.68 | 86.90 | -6.12 | -37.89 | 58.21 |
| Sharpe Ratio | NA | 1.02 | 0.37 | 0.09 | -0.08 | NA | NA | … | … | 0.16 | 0.68 | 0.46 | -0.18 | -0.15 | -0.58 | -0.61 | 0.64 | -1.15 | 0.76 | -0.22 | 1.16 | 2.00 | 2.56 | -0.13 | -0.70 | 1.79 |
| Standard Deviation(%) | NA | 41.10 | 38.01 | 39.21 | 41.02 | NA | NA | … | … | 49.92 | 40.19 | 36.05 | 26.78 | 44.92 | 44.98 | 66.33 | 32.05 | 29.12 | 28.64 | 51.61 | 35.95 | 35.32 | 33.95 | 46.74 | 54.25 | 53.08 |
| Draw Down(%) | NA | 13.63 | 25.21 | 40.20 | 77.60 | NA | NA | … | … | 13.63 | 24.45 | 23.84 | 26.07 | 35.09 | 39.84 | 67.14 | 27.01 | 37.92 | 19.35 | 43.45 | 19.44 | 22.78 | 12.12 | 44.19 | 52.38 | 28.39 |
| Yield(%) | 0.00 | 1.65 | 2.58 | 2.08 | 1.45 | 2.40 | 2.83 | … | … | 0.00 | 3.59 | 2.73 | 2.41 | 1.50 | 2.01 | 0.83 | 2.15 | 2.49 | 1.67 | 1.01 | 0.42 | 0.43 | 0.00 | 2.72 | 3.25 | 3.14 |
Data as of 06/09/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APELY (Alps Electric Co Ltd) |
-29.08%
Mar 2017 – Mar 2020 |
-20.93%
Aug 2018 – Aug 2023 |
-8.43%
Jul 2015 – Jul 2025 |
2.52%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APELY (Alps Electric Co Ltd) |
77.41%
Jul 2012 – Jul 2015 |
40.43%
Oct 2012 – Oct 2017 |
10.46%
Aug 2010 – Aug 2020 |
5.28%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart