Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IIJIY (Internet Initiative Japan Inc ADR) | 8.86% | -1.38% | -0.59% | 6.47% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/23/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IIJIY (Internet Initiative Japan Inc ADR) | 04/23/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.85 | -1.38 | -0.59 | 6.47 | NA | NA | NA | … | … | 8.86 | 0.16 | -11.06 | 10.98 | -8.85 | 111.59 | 49.18 | 33.95 |
| Sharpe Ratio | NA | -0.19 | -0.10 | 0.11 | NA | NA | NA | … | … | 0.62 | -0.06 | -0.29 | 0.23 | -0.16 | 3.03 | 1.02 | 1.81 |
| Standard Deviation(%) | NA | 37.53 | 44.32 | 46.95 | NA | NA | NA | … | … | 37.66 | 45.14 | 51.45 | 32.55 | 62.54 | 36.78 | 47.75 | 28.22 |
| Draw Down(%) | NA | 32.58 | 36.75 | 47.98 | NA | NA | NA | … | … | 21.99 | 18.52 | 34.96 | 29.56 | 44.76 | 16.36 | 26.71 | 10.73 |
| Yield(%) | 0.00 | 0.00 | 0.20 | 0.58 | 1.24 | 0.83 | 0.62 | … | … | 0.00 | 0.00 | 0.00 | 0.66 | 0.97 | 1.94 | 1.21 | 0.62 |
Data as of 06/08/2026, Common starting date is 04/23/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIJIY (Internet Initiative Japan Inc ADR) |
-10.32%
Feb 2023 – Feb 2026 |
5.33%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IIJIY (Internet Initiative Japan Inc ADR) |
62.00%
Jul 2019 – Jul 2022 |
31.13%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart