Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IHICY (IHI Corp ADR) | -13.58% | -1.84% | 60.43% | 18.93% | 11.07% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IHICY (IHI Corp ADR) | 06/10/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.49 | -1.84 | 60.43 | 18.93 | 11.07 | NA | NA | … | … | -13.58 | 46.87 | 337.31 | -60.67 | 47.39 | 0.22 | -10.42 | -14.62 | -19.44 | 27.71 | -3.01 | -40.93 |
| Sharpe Ratio | NA | 0.01 | 0.15 | 0.05 | 0.04 | NA | NA | … | … | -0.42 | 0.11 | 0.65 | -0.15 | 1.23 | 0.01 | -0.12 | -0.49 | -0.61 | 0.77 | -0.07 | -2.18 |
| Standard Deviation(%) | NA | 224.86 | 418.50 | 350.37 | 250.05 | NA | NA | … | … | 58.70 | 403.16 | 516.08 | 429.19 | 37.58 | 36.58 | 86.91 | 32.92 | 34.42 | 35.20 | 47.26 | 27.89 |
| Draw Down(%) | NA | 49.67 | 62.87 | 66.40 | 73.12 | NA | NA | … | … | 47.65 | 50.96 | 51.97 | 65.15 | 35.90 | 32.29 | 57.14 | 40.32 | 33.93 | 24.38 | 49.46 | 45.17 |
| Yield(%) | 0.00 | 0.16 | 2.09 | 0.86 | 1.18 | 0.43 | 0.32 | … | … | 0.00 | 1.20 | 1.60 | 1.39 | 0.00 | 0.00 | 0.84 | 2.42 | 1.60 | 1.00 | 0.00 | 0.52 |
Data as of 06/09/2026, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHICY (IHI Corp ADR) |
-29.83%
May 2017 – May 2020 |
-20.99%
Oct 2018 – Oct 2023 |
6.07%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IHICY (IHI Corp ADR) |
98.65%
Feb 2023 – Feb 2026 |
46.97%
Oct 2020 – Oct 2025 |
21.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart