Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HKUOY (Hakuhodo DY Holdings Inc ADR) | 1.19% | -5.74% | -13.26% | -14.73% | -3.94% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/09/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HKUOY (Hakuhodo DY Holdings Inc ADR) | 08/09/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.50 | -5.74 | -13.26 | -14.73 | -3.94 | NA | NA | … | … | 1.19 | -12.08 | 9.59 | -21.48 | -41.55 | 15.73 | -3.62 | -2.85 | 17.41 | 32.00 | 2.25 | 9.39 | 50.73 | 4.79 | -2.08 |
| Sharpe Ratio | NA | -0.28 | -0.31 | -0.31 | -0.12 | NA | NA | … | … | 0.01 | -0.59 | 0.11 | -0.35 | -0.60 | 0.27 | -0.06 | -0.53 | 1.03 | 1.27 | 0.16 | 0.94 | 1.37 | 0.53 | -0.63 |
| Standard Deviation(%) | NA | 30.23 | 53.69 | 55.08 | 48.14 | NA | NA | … | … | 36.04 | 25.52 | 54.38 | 71.62 | 71.67 | 57.25 | 67.56 | 8.14 | 15.56 | 24.76 | 12.86 | 10.00 | 37.01 | 9.05 | 8.49 |
| Draw Down(%) | NA | 24.84 | 42.43 | 62.67 | 62.67 | NA | NA | … | … | 19.92 | 16.93 | 22.56 | 40.34 | 58.81 | 14.17 | 34.11 | 8.10 | 7.08 | 9.68 | 12.05 | 3.09 | 8.22 | 3.54 | 5.49 |
| Yield(%) | 0.00 | 0.00 | 0.32 | 0.58 | 1.41 | 2.01 | 1.51 | … | … | 0.00 | 0.00 | 0.00 | 1.14 | 1.45 | 1.82 | 1.82 | 1.64 | 1.71 | 2.04 | 1.78 | 0.73 | 0.89 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 08/09/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKUOY (Hakuhodo DY Holdings Inc ADR) |
-23.67%
Feb 2022 – Feb 2025 |
-17.66%
Mar 2021 – Mar 2026 |
-4.48%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HKUOY (Hakuhodo DY Holdings Inc ADR) |
24.65%
Jan 2014 – Jan 2017 |
21.18%
Sep 2013 – Sep 2018 |
7.23%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart