Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MARUY (Marubeni Corp ADR) | 6.78% | 53.26% | 26.22% | 104.52% | 53.59% | 29.69% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MARUY (Marubeni Corp ADR) | 01/21/2010 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.99 | 53.26 | 26.22 | 104.52 | 53.59 | 29.69 | NA | … | … | 6.78 | 88.86 | -0.38 | 1,334.97 | 17.84 | 45.49 | -11.55 | 5.25 | 1.47 | 25.30 | 9.81 | -14.45 | -17.47 | 1.55 | 19.62 | -14.54 | 17.98 |
| Sharpe Ratio | NA | 1.60 | 0.81 | 0.96 | 0.66 | NA | NA | … | … | 0.52 | 2.78 | -0.12 | 5.87 | 0.53 | 1.49 | -0.29 | 0.18 | 0.00 | 1.57 | 0.33 | -0.64 | -1.07 | 0.06 | 0.80 | -0.40 | 0.76 |
| Standard Deviation(%) | NA | 34.08 | 33.53 | 107.72 | 78.44 | NA | NA | … | … | 44.63 | 31.07 | 33.99 | 232.01 | 30.85 | 30.54 | 41.22 | 21.45 | 22.04 | 15.72 | 28.87 | 22.68 | 16.32 | 24.72 | 24.74 | 36.06 | 25.05 |
| Draw Down(%) | NA | 25.75 | 31.21 | 31.21 | 53.87 | NA | NA | … | … | 25.75 | 22.05 | 31.21 | 20.72 | 29.96 | 16.48 | 43.27 | 23.39 | 29.80 | 8.64 | 22.39 | 22.67 | 23.27 | 17.14 | 21.36 | 39.82 | 21.37 |
| Yield(%) | 0.00 | 1.83 | 3.25 | 40.19 | 41.04 | 18.50 | 15.60 | … | … | 0.13 | 4.41 | 3.68 | 49.78 | 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 06/10/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARUY (Marubeni Corp ADR) |
-13.46%
Jan 2013 – Jan 2016 |
-9.12%
Jul 2011 – Jul 2016 |
-2.38%
Mar 2010 – Mar 2020 |
24.84%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MARUY (Marubeni Corp ADR) |
237.94%
Jul 2020 – Jul 2023 |
124.25%
Feb 2021 – Feb 2026 |
55.91%
Feb 2016 – Feb 2026 |
31.35%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart