Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NMR (Nomura Holdings, Inc.) | 3.81% | 43.13% | 37.78% | 14.21% | 12.10% | 7.43% | -0.65% | … | … |
Data as of 06/09/2026, Common starting date is 12/17/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NMR (Nomura Holdings, Inc.) | 12/17/2001 | 06/09/2026 |
| 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 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.31 | 43.13 | 37.78 | 14.21 | 12.10 | 7.43 | -0.65 | … | … | 3.81 | 45.77 | 29.93 | 20.27 | -13.39 | -18.76 | 4.34 | 44.28 | -34.62 | 1.61 | 8.87 | 2.35 | -25.38 | 36.62 | 101.01 | -52.11 | -12.31 | -10.69 | -48.79 | -9.68 | 0.76 | 33.83 | -13.08 | 58.06 | -11.34 | -5.33 |
| Sharpe Ratio | NA | 1.26 | 1.07 | 0.35 | 0.32 | NA | NA | … | … | -0.06 | 1.30 | 0.69 | 0.65 | -0.52 | -0.63 | 0.10 | 1.57 | -1.48 | 0.05 | 0.22 | 0.09 | -1.04 | 0.91 | 2.73 | -1.30 | -0.37 | -0.18 | -0.73 | -0.39 | -0.08 | 1.19 | -0.52 | 1.46 | -0.25 | -1.72 |
| Standard Deviation(%) | NA | 29.54 | 31.95 | 29.69 | 30.69 | NA | NA | … | … | 33.17 | 33.20 | 34.23 | 24.91 | 28.57 | 29.72 | 43.02 | 27.35 | 24.26 | 21.06 | 40.06 | 26.68 | 24.39 | 40.35 | 37.44 | 39.98 | 33.10 | 59.17 | 67.91 | 33.03 | 33.22 | 26.64 | 26.92 | 39.18 | 49.53 | 46.14 |
| Draw Down(%) | NA | 22.43 | 26.34 | 43.43 | 53.97 | NA | NA | … | … | 22.43 | 29.08 | 25.11 | 18.47 | 38.40 | 37.22 | 33.21 | 27.17 | 46.08 | 20.54 | 38.00 | 21.87 | 29.18 | 27.72 | 36.58 | 54.96 | 43.19 | 51.25 | 64.33 | 34.45 | 33.79 | 21.57 | 33.78 | 29.20 | 40.82 | 10.91 |
| Yield(%) | 0.00 | 2.60 | 6.25 | 3.71 | 4.78 | 3.64 | 1.04 | … | … | 0.00 | 6.88 | 5.56 | 3.73 | 3.27 | 3.97 | 4.55 | 4.32 | 2.15 | 3.01 | 1.93 | 4.68 | 1.82 | 3.47 | 2.66 | 1.68 | 1.30 | 0.55 | 1.99 | 2.09 | 2.26 | 1.41 | 0.92 | 1.66 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 12/17/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMR (Nomura Holdings, Inc.) |
-38.96%
Feb 2006 – Feb 2009 |
-29.55%
Dec 2006 – Dec 2011 |
-13.58%
May 2002 – May 2012 |
-8.19%
Mar 2004 – Mar 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NMR (Nomura Holdings, Inc.) |
37.42%
May 2023 – May 2026 |
19.15%
May 2019 – May 2024 |
12.07%
Feb 2016 – Feb 2026 |
6.87%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart