Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KUB (Kubota Corporation ADR) | NA | 78.75% | 27.60% | 20.15% | 20.88% | 15.02% | NA | … | … |
Data as of 07/15/2013, Common starting date is 08/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KUB (Kubota Corporation ADR) | 08/21/1995 | 07/15/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.04 | 78.75 | 27.60 | 20.15 | 20.88 | 15.02 | NA | … | … | 42.52 | 38.64 | -12.71 | 3.23 | 27.86 | 7.35 | -26.74 | 9.34 | 73.99 | 19.05 | 60.85 | -0.15 | -11.35 | -18.05 | 37.53 | 9.61 | -50.31 | -13.98 | -6.51 |
| Sharpe Ratio | NA | 2.42 | 0.90 | 0.47 | 0.51 | NA | NA | … | … | 2.34 | 1.73 | -0.38 | 0.12 | 0.59 | 0.09 | -0.89 | 0.17 | 2.48 | 0.61 | 1.87 | -0.04 | -0.39 | -0.60 | 0.93 | 0.12 | -2.99 | -0.95 | -1.01 |
| Standard Deviation(%) | NA | 32.11 | 30.63 | 43.02 | 39.00 | NA | NA | … | … | 40.46 | 22.53 | 33.82 | 26.22 | 47.12 | 69.61 | 33.64 | 35.12 | 28.94 | 29.86 | 32.21 | 31.16 | 35.85 | 36.81 | 36.89 | 52.55 | 35.22 | 18.18 | 20.54 |
| Draw Down(%) | NA | 20.48 | 33.26 | 50.03 | 69.99 | NA | NA | … | … | 20.48 | 21.09 | 33.26 | 25.86 | 38.08 | 58.84 | 38.15 | 35.81 | 12.97 | 19.40 | 20.97 | 29.80 | 38.35 | 26.92 | 21.37 | 47.50 | 51.23 | 23.15 | 10.84 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.97 | 0.36 | 0.12 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.22 | 0.00 | 1.13 | 1.29 | 1.93 | 0.45 | 0.40 | 0.36 | 0.46 | 0.40 | 0.23 | 0.22 | 0.11 |
Data as of 07/15/2013, Common starting date is 08/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KUB (Kubota Corporation ADR) |
-32.90%
Sep 1995 – Sep 1998 |
-13.83%
Feb 1996 – Feb 2001 |
2.12%
Sep 1995 – Sep 2005 |
2.62%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KUB (Kubota Corporation ADR) |
72.36%
Apr 2003 – Apr 2006 |
33.30%
Jan 2002 – Jan 2007 |
20.61%
Apr 2003 – Apr 2013 |
14.21%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison Chart