Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KWHIY (Kawasaki Heavy Industries Ltd ADR) | 42.75% | 33.52% | 65.28% | 37.41% | 15.72% | 9.68% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KWHIY (Kawasaki Heavy Industries Ltd ADR) | 04/27/2010 | 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 (%) | -11.79 | 33.52 | 65.28 | 37.41 | 15.72 | 9.68 | NA | … | … | 42.75 | 49.78 | 119.78 | 7.29 | 27.73 | -17.06 | 4.30 | 4.02 | -39.17 | 15.79 | -13.56 | -16.74 | 12.18 | 55.77 | 11.34 | -24.50 | 11.29 |
| Sharpe Ratio | NA | 0.59 | 1.18 | 0.71 | 0.32 | NA | NA | … | … | 2.04 | 0.89 | 2.09 | 0.09 | 0.60 | -0.40 | 0.07 | 0.08 | -1.23 | 0.68 | -0.35 | -0.61 | 0.50 | 1.56 | 0.30 | -0.55 | 0.51 |
| Standard Deviation(%) | NA | 52.36 | 52.78 | 49.16 | 44.27 | NA | NA | … | … | 62.34 | 52.66 | 55.65 | 38.86 | 43.97 | 42.28 | 59.21 | 32.30 | 33.03 | 22.44 | 39.02 | 27.59 | 24.34 | 35.81 | 37.86 | 44.43 | 32.94 |
| Draw Down(%) | NA | 24.20 | 38.76 | 38.76 | 70.56 | NA | NA | … | … | 22.23 | 31.64 | 38.76 | 27.63 | 31.24 | 36.30 | 46.02 | 28.47 | 51.78 | 12.76 | 31.84 | 36.05 | 25.33 | 20.71 | 37.06 | 48.49 | 24.23 |
| Yield(%) | 0.00 | 13.06 | 17.41 | 12.10 | 5.60 | 3.81 | 3.47 | … | … | 10.73 | 6.49 | 6.37 | 11.26 | 1.98 | 0.79 | 0.00 | 3.11 | 0.86 | 1.98 | 2.84 | 2.10 | 2.02 | 1.87 | 3.14 | 1.09 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWHIY (Kawasaki Heavy Industries Ltd ADR) |
-28.59%
Oct 2017 – Oct 2020 |
-20.04%
Mar 2015 – Mar 2020 |
-6.32%
Oct 2010 – Oct 2020 |
7.65%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KWHIY (Kawasaki Heavy Industries Ltd ADR) |
87.77%
Feb 2023 – Feb 2026 |
53.52%
Oct 2020 – Oct 2025 |
19.44%
Feb 2016 – Feb 2026 |
10.66%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart