Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MTLHY (Mitsubishi Chemical Holdings Corp ADR) | 18.03% | 32.95% | 7.90% | -1.68% | 6.42% | 2.38% | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MTLHY (Mitsubishi Chemical Holdings Corp ADR) | 01/21/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.20 | 32.95 | 7.90 | -1.68 | 6.42 | 2.38 | NA | … | … | 18.03 | 14.84 | -17.53 | 25.23 | -28.51 | 28.00 | -17.97 | 5.97 | -29.70 | 74.44 | 6.56 | 30.09 | 8.84 | -6.23 | -7.13 | -7.59 | 44.82 |
| Sharpe Ratio | NA | 0.93 | 0.07 | -0.09 | 0.14 | NA | NA | … | … | 0.91 | 0.35 | -0.52 | 0.77 | -0.94 | 0.93 | -0.41 | 0.13 | -0.98 | 3.45 | 0.18 | 1.05 | 0.44 | -0.20 | -0.21 | -0.20 | 1.87 |
| Standard Deviation(%) | NA | 39.43 | 37.98 | 35.17 | 34.46 | NA | NA | … | … | 49.30 | 34.37 | 40.47 | 28.17 | 32.07 | 30.05 | 44.03 | 33.42 | 31.80 | 21.52 | 35.41 | 28.65 | 20.10 | 32.03 | 34.20 | 37.69 | 25.53 |
| Draw Down(%) | NA | 30.43 | 38.55 | 52.63 | 55.15 | NA | NA | … | … | 30.43 | 21.46 | 30.48 | 14.82 | 43.50 | 26.46 | 31.00 | 24.17 | 39.23 | 6.69 | 29.34 | 22.65 | 13.20 | 19.71 | 39.10 | 29.94 | 12.85 |
| Yield(%) | 0.00 | 0.00 | 0.65 | 1.39 | 3.96 | 2.30 | 3.01 | … | … | 0.00 | 0.00 | 0.00 | 4.22 | 3.06 | 4.01 | 3.01 | 4.81 | 2.98 | 3.70 | 2.30 | 1.16 | 1.29 | 2.36 | 2.40 | 2.06 | 2.41 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| MTLHY (Mitsubishi Chemical Holdings Corp ADR) |
-16.25%
Nov 2017 – Nov 2020 |
-12.26%
Oct 2017 – Oct 2022 |
-0.25%
Apr 2015 – Apr 2025 |
1.53%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MTLHY (Mitsubishi Chemical Holdings Corp ADR) |
34.23%
Dec 2014 – Dec 2017 |
25.64%
Nov 2012 – Nov 2017 |
7.20%
Mar 2014 – Mar 2024 |
3.85%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart