Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAURY (Marui Group Co Ltd ADR) | -17.57% | -17.25% | -2.50% | -3.75% | 0.88% | 6.09% | 0.14% | … | … |
Data as of 06/08/2026, Common starting date is 09/30/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAURY (Marui Group Co Ltd ADR) | 09/30/2003 | 06/08/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.44 | -17.25 | -2.50 | -3.75 | 0.88 | 6.09 | 0.14 | … | … | -17.57 | 19.08 | 1.39 | 2.15 | -12.01 | 8.41 | -29.37 | 25.94 | 6.09 | 26.79 | -10.38 | 71.49 | -5.18 | 24.14 | 3.49 | -5.03 | 32.06 | 7.77 | -42.41 | -15.86 | -40.28 | 49.43 | 38.02 | -25.00 |
| Sharpe Ratio | NA | -0.38 | -0.10 | -0.12 | 0.00 | NA | NA | … | … | -0.66 | 0.25 | -0.08 | -0.06 | -0.49 | 0.25 | -0.70 | 0.94 | 0.15 | 1.06 | -0.27 | 1.29 | -0.16 | 0.62 | 0.12 | -0.04 | 0.87 | 0.17 | -0.74 | -0.50 | -1.09 | 0.66 | 0.67 | -0.96 |
| Standard Deviation(%) | NA | 51.92 | 57.92 | 48.89 | 41.68 | NA | NA | … | … | 57.43 | 65.41 | 62.71 | 34.65 | 27.29 | 33.44 | 41.96 | 26.19 | 31.28 | 24.71 | 38.49 | 55.27 | 31.86 | 38.85 | 28.29 | 112.90 | 36.68 | 46.16 | 58.42 | 37.91 | 39.92 | 71.27 | 55.48 | 70.94 |
| Draw Down(%) | NA | 29.70 | 29.70 | 33.20 | 45.17 | NA | NA | … | … | 26.65 | 17.94 | 21.95 | 25.84 | 22.14 | 20.69 | 43.47 | 18.28 | 24.36 | 14.89 | 25.48 | 30.07 | 25.63 | 24.68 | 25.10 | 57.08 | 19.73 | 30.55 | 56.97 | 27.55 | 47.74 | 38.12 | 27.58 | 33.79 |
| 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 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 09/30/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAURY (Marui Group Co Ltd ADR) |
-39.94%
Feb 2006 – Feb 2009 |
-22.24%
Feb 2004 – Feb 2009 |
-5.63%
Apr 2004 – Apr 2014 |
-0.88%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAURY (Marui Group Co Ltd ADR) |
27.55%
Nov 2014 – Nov 2017 |
23.36%
Oct 2014 – Oct 2019 |
15.77%
Nov 2009 – Nov 2019 |
9.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart