Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPPHY (Japan Post Holdings Co Ltd ADR) | 40.09% | 57.31% | 31.72% | 16.40% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPPHY (Japan Post Holdings Co Ltd ADR) | 05/11/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.14 | 57.31 | 31.72 | 16.40 | NA | NA | NA | … | … | 40.09 | 12.58 | 17.15 | 9.86 | 11.92 | 12.24 | -19.54 | -8.32 | -8.78 |
| Sharpe Ratio | NA | 0.72 | 0.55 | 0.31 | NA | NA | NA | … | … | 1.04 | 0.23 | 0.41 | 0.26 | 0.33 | 0.40 | -0.68 | -0.48 | -1.04 |
| Standard Deviation(%) | NA | 72.04 | 50.60 | 43.44 | NA | NA | NA | … | … | 103.07 | 43.13 | 32.89 | 23.86 | 31.85 | 30.62 | 28.96 | 20.32 | 14.41 |
| Draw Down(%) | NA | 31.72 | 31.72 | 31.72 | NA | NA | NA | … | … | 31.72 | 30.42 | 14.69 | 21.02 | 23.23 | 26.86 | 24.51 | 21.73 | 10.67 |
| Yield(%) | 0.00 | 1.65 | 3.84 | 3.68 | 2.43 | 1.62 | 1.22 | … | … | 0.00 | 3.50 | 3.63 | 6.18 | 4.64 | 6.16 | 2.49 | 4.31 | 1.85 |
Data as of 06/10/2026, Common starting date is 05/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPPHY (Japan Post Holdings Co Ltd ADR) |
-10.91%
Mar 2019 – Mar 2022 |
-5.65%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPPHY (Japan Post Holdings Co Ltd ADR) |
24.83%
May 2023 – May 2026 |
14.24%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart