Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHMUY (Shimizu Corp ADR) | NA | 107.36% | 24.95% | 8.20% | 5.32% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/15/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHMUY (Shimizu Corp ADR) | 04/15/2015 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 107.36 | 24.95 | 8.20 | 5.32 | NA | NA | … | … | 68.60 | 21.66 | 0.95 | -12.52 | -11.95 | -27.69 | 37.81 | -21.78 | 16.16 | 8.69 | 23.21 |
| Sharpe Ratio | NA | 1.94 | 0.22 | 0.09 | 0.07 | NA | NA | … | … | 1.73 | 0.16 | -0.03 | -0.40 | -0.33 | -0.70 | 1.70 | -0.93 | 0.77 | 0.45 | 1.72 |
| Standard Deviation(%) | NA | 53.90 | 96.28 | 78.08 | 57.92 | NA | NA | … | … | 58.07 | 95.66 | 126.41 | 35.32 | 36.82 | 39.52 | 21.41 | 24.89 | 20.14 | 18.98 | 19.58 |
| Draw Down(%) | NA | 0.00 | 26.37 | 41.73 | 52.99 | NA | NA | … | … | 0.00 | 25.56 | 25.57 | 26.55 | 28.20 | 36.54 | 10.40 | 25.53 | 16.55 | 12.23 | 4.41 |
| Yield(%) | 0.00 | 0.00 | 0.46 | 1.39 | 2.22 | 1.70 | 1.28 | … | … | 0.00 | 0.00 | 0.00 | 2.63 | 3.69 | 2.87 | 4.77 | 2.49 | 2.99 | 1.75 | 0.00 |
Data as of 09/26/2025, Common starting date is 04/15/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMUY (Shimizu Corp ADR) |
-17.72%
Dec 2019 – Dec 2022 |
-12.86%
Oct 2017 – Oct 2022 |
5.32%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHMUY (Shimizu Corp ADR) |
27.61%
May 2022 – May 2025 |
10.47%
Jul 2020 – Jul 2025 |
6.92%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart