Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPSWY (Japan Steel Works Ltd ADR) | 4.26% | 6.97% | 34.18% | 12.62% | 18.29% | 8.95% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPSWY (Japan Steel Works Ltd ADR) | 10/18/2010 | 06/05/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.45 | 6.97 | 34.18 | 12.62 | 18.29 | 8.95 | NA | … | … | 4.26 | 28.45 | 117.45 | -10.60 | -40.33 | 13.30 | 58.74 | 11.34 | -42.97 | 98.45 | 86.73 | -2.32 | -35.94 | -12.92 | -2.24 | -31.88 | -1.44 |
| Sharpe Ratio | NA | 0.05 | 0.39 | 0.15 | 0.20 | NA | NA | … | … | 0.08 | 0.26 | 1.75 | -0.45 | -0.87 | 0.30 | 0.71 | 0.29 | -1.12 | 2.55 | 0.45 | -0.09 | -1.13 | -0.27 | -0.06 | -0.57 | -0.23 |
| Standard Deviation(%) | NA | 93.22 | 78.41 | 66.24 | 83.57 | NA | NA | … | … | 93.54 | 99.74 | 65.18 | 31.64 | 47.91 | 44.73 | 82.22 | 33.56 | 39.81 | 38.55 | 191.05 | 24.99 | 31.84 | 47.24 | 37.83 | 56.36 | 30.36 |
| Draw Down(%) | NA | 43.09 | 43.09 | 56.56 | 85.94 | NA | NA | … | … | 33.49 | 41.85 | 30.07 | 26.41 | 47.32 | 30.05 | 51.98 | 22.62 | 45.48 | 18.00 | 76.76 | 31.82 | 40.68 | 28.76 | 41.64 | 46.06 | 8.37 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.08 | 0.86 | 0.46 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.53 | 1.71 | 2.98 | 1.27 | 1.65 | 1.72 | 0.72 | 0.56 | 1.42 | 2.26 | 1.68 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPSWY (Japan Steel Works Ltd ADR) |
-20.44%
Jan 2011 – Jan 2014 |
-19.98%
Jan 2011 – Jan 2016 |
1.51%
Feb 2011 – Feb 2021 |
5.64%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPSWY (Japan Steel Works Ltd ADR) |
55.98%
Sep 2022 – Sep 2025 |
37.12%
Sep 2020 – Sep 2025 |
27.21%
Sep 2015 – Sep 2025 |
8.42%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart