Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KOTMY (Koito Manufacturing Co Ltd ADR) | 19.62% | 39.33% | -3.48% | -22.69% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KOTMY (Koito Manufacturing Co Ltd ADR) | 01/11/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 39.33 | -3.48 | -22.69 | NA | NA | NA | … | … | 19.62 | 18.31 | -16.93 | 3.63 | -72.74 | -19.04 |
| Sharpe Ratio | NA | 0.99 | -0.18 | -0.53 | NA | NA | NA | … | … | 1.07 | 0.42 | -0.58 | -0.02 | -0.93 | -0.58 |
| Standard Deviation(%) | NA | 37.13 | 37.95 | 48.37 | NA | NA | NA | … | … | 46.15 | 37.31 | 40.62 | 27.32 | 79.45 | 33.72 |
| Draw Down(%) | NA | 21.05 | 48.57 | 83.92 | NA | NA | NA | … | … | 21.05 | 23.74 | 29.24 | 28.18 | 75.78 | 32.06 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KOTMY (Koito Manufacturing Co Ltd ADR) |
-42.93%
Feb 2021 – Feb 2024 |
-26.51%
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 |
|---|---|---|---|---|
| KOTMY (Koito Manufacturing Co Ltd ADR) |
2.95%
Feb 2023 – Feb 2026 |
-22.84%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart