Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMTLY (Hitachi Metals Ltd ADR) | NA | -68.14% | -30.77% | -15.58% | -6.42% | NA | NA | … | … |
Data as of 05/10/2023, Common starting date is 03/17/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMTLY (Hitachi Metals Ltd ADR) | 03/17/2011 | 05/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -68.14 | -30.77 | -15.58 | -6.42 | NA | NA | … | … | -71.05 | -7.60 | 27.42 | 24.27 | 13.82 | -25.94 | 1.62 | 11.82 | -24.70 | 20.05 | 45.20 | -22.61 | 0.00 |
| Sharpe Ratio | NA | -0.40 | -0.30 | -0.20 | -0.12 | NA | NA | … | … | -0.34 | -0.46 | 2.13 | 0.75 | 0.84 | -1.31 | 0.22 | 0.50 | -0.76 | 0.92 | 1.66 | -1.49 | 0.00 |
| Standard Deviation(%) | NA | 178.83 | 104.82 | 82.21 | 60.53 | NA | NA | … | … | 299.58 | 19.80 | 21.16 | 31.95 | 14.76 | 20.78 | 4.54 | 23.32 | 32.38 | 21.71 | 27.21 | 15.31 | NA |
| Draw Down(%) | NA | 84.58 | 84.58 | 84.58 | 84.58 | NA | NA | … | … | 84.58 | 24.11 | 7.22 | 16.87 | 12.21 | 29.08 | 3.39 | 16.60 | 32.95 | 14.64 | 8.34 | 22.61 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.91 | 1.42 | 0.85 | 0.64 | … | … | 0.00 | 0.00 | 0.00 | 1.02 | 2.63 | 1.90 | 1.68 | 1.89 | 0.64 | 0.71 | 1.46 | 0.70 | 0.00 |
Data as of 05/10/2023, Common starting date is 03/17/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMTLY (Hitachi Metals Ltd ADR) |
-30.77%
Mar 2020 – Mar 2023 |
-19.02%
Mar 2018 – Mar 2023 |
-6.42%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMTLY (Hitachi Metals Ltd ADR) |
22.27%
Dec 2018 – Dec 2021 |
12.66%
Feb 2018 – Feb 2023 |
11.47%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart