Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NIFCY (Nifco Inc ADR) | NA | -6.03% | -5.70% | -0.30% | 5.30% | NA | NA | … | … |
Data as of 02/07/2025, Common starting date is 02/08/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NIFCY (Nifco Inc ADR) | 02/08/2012 | 02/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.03 | -5.70 | -0.30 | 5.30 | NA | NA | … | … | -5.13 | -0.95 | -0.87 | -15.99 | 18.62 | 1.64 | -8.65 | 19.75 | 2.14 | 17.37 | 34.27 | 41.05 | 19.05 | -13.05 |
| Sharpe Ratio | NA | -0.42 | -0.17 | -0.05 | 0.08 | NA | NA | … | … | -0.20 | -0.28 | -0.36 | -0.23 | 0.49 | 0.04 | -0.32 | 0.18 | 0.90 | 1.24 | 1.25 | 2.29 | 0.81 | -0.67 |
| Standard Deviation(%) | NA | 22.72 | 50.56 | 45.53 | 47.39 | NA | NA | … | … | 76.35 | 18.45 | 12.64 | 76.22 | 38.09 | 39.07 | 32.06 | 100.99 | 1.65 | 13.84 | 27.42 | 17.95 | 23.57 | 21.83 |
| Draw Down(%) | NA | 10.37 | 35.11 | 46.44 | 61.82 | NA | NA | … | … | 5.85 | 10.37 | 11.87 | 37.27 | 24.64 | 21.85 | 24.48 | 48.01 | 0.40 | 6.94 | 12.73 | 8.69 | 10.65 | 18.15 |
| Yield(%) | 0.00 | 0.78 | 1.22 | 1.63 | 2.87 | 3.10 | 2.33 | … | … | 0.00 | 0.78 | 1.68 | 1.41 | 1.92 | 1.92 | 1.86 | 2.15 | 2.50 | 2.78 | 2.34 | 2.89 | 2.70 | 3.27 |
Data as of 02/07/2025, Common starting date is 02/08/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIFCY (Nifco Inc ADR) |
-12.86%
Apr 2018 – Apr 2021 |
-11.83%
Apr 2018 – Apr 2023 |
5.79%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NIFCY (Nifco Inc ADR) |
46.89%
Apr 2015 – Apr 2018 |
43.37%
Jun 2013 – Jun 2018 |
13.29%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart