Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRILY (Nomura Research Institute Ltd ADR) | -24.17% | -27.43% | 2.19% | -1.28% | 12.18% | 12.93% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRILY (Nomura Research Institute Ltd ADR) | 10/18/2010 | 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 (%) | -3.54 | -27.43 | 2.19 | -1.28 | 12.18 | 12.93 | NA | … | … | -24.17 | 30.70 | 2.03 | 22.67 | -43.16 | 15.04 | 70.82 | 56.26 | -10.15 | 60.40 | -20.96 | 41.42 | -2.90 | 52.10 | -8.20 | 0.60 | 25.63 |
| Sharpe Ratio | NA | -0.60 | 0.04 | -0.09 | 0.29 | NA | NA | … | … | -0.73 | 0.97 | -0.17 | 0.71 | -1.11 | 0.50 | 1.42 | 1.08 | -0.39 | 1.98 | -0.66 | 1.73 | -0.14 | 1.80 | -0.44 | 0.02 | 7.38 |
| Standard Deviation(%) | NA | 45.76 | 34.88 | 34.76 | 38.07 | NA | NA | … | … | 62.13 | 29.39 | 27.06 | 26.30 | 40.37 | 30.30 | 49.42 | 50.68 | 29.37 | 30.27 | 31.88 | 23.99 | 20.82 | 28.95 | 19.11 | 32.60 | 27.40 |
| Draw Down(%) | NA | 44.92 | 44.92 | 52.98 | 52.98 | NA | NA | … | … | 41.88 | 16.31 | 24.64 | 16.54 | 51.23 | 23.92 | 30.55 | 25.00 | 23.74 | 10.44 | 20.96 | 12.44 | 14.90 | 11.56 | 21.89 | 15.80 | 5.10 |
| 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 |
Data as of 06/10/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRILY (Nomura Research Institute Ltd ADR) |
-11.00%
Dec 2021 – Dec 2024 |
-3.03%
Jan 2021 – Jan 2026 |
12.04%
Apr 2016 – Apr 2026 |
11.62%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRILY (Nomura Research Institute Ltd ADR) |
59.98%
Dec 2018 – Dec 2021 |
39.95%
Nov 2016 – Nov 2021 |
24.55%
Nov 2011 – Nov 2021 |
15.41%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart