Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOHVY (Sumitomo Heavy Industries Ltd ADR) | NA | -0.17% | 6.31% | 2.23% | 3.63% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOHVY (Sumitomo Heavy Industries Ltd ADR) | 06/19/2012 | 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | -0.17 | 6.31 | 2.23 | 3.63 | NA | NA | … | … | 10.75 | -15.93 | 25.83 | -10.17 | -1.04 | -11.42 | -10.91 | -8.50 | 18.94 | 45.87 | -16.27 | 15.56 | 6.02 | 9.81 |
| Sharpe Ratio | NA | -0.08 | 0.08 | 0.00 | 0.06 | NA | NA | … | … | 0.31 | -0.51 | 0.63 | -0.38 | -0.03 | -0.28 | -0.51 | -0.60 | 1.87 | 1.84 | -0.52 | 0.73 | 0.23 | 0.48 |
| Standard Deviation(%) | NA | 41.42 | 37.08 | 37.01 | 31.37 | NA | NA | … | … | 38.74 | 38.67 | 35.52 | 30.91 | 37.40 | 41.98 | 24.37 | 16.59 | 9.84 | 24.79 | 31.58 | 21.43 | 25.80 | 39.96 |
| Draw Down(%) | NA | 27.98 | 39.73 | 39.73 | 45.26 | NA | NA | … | … | 22.07 | 34.75 | 8.86 | 29.87 | 24.79 | 25.47 | 17.62 | 19.54 | 1.05 | 8.48 | 40.63 | 14.26 | 16.24 | 24.72 |
| Yield(%) | 0.00 | 0.00 | 1.11 | 1.88 | 3.03 | 2.23 | 1.67 | … | … | 0.00 | 0.00 | 0.00 | 5.22 | 3.55 | 1.45 | 3.32 | 2.30 | 2.40 | 3.31 | 1.05 | 0.83 | 1.47 | 1.16 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOHVY (Sumitomo Heavy Industries Ltd ADR) |
-14.65%
Oct 2017 – Oct 2020 |
-10.27%
Sep 2017 – Sep 2022 |
-2.83%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOHVY (Sumitomo Heavy Industries Ltd ADR) |
22.52%
Mar 2016 – Mar 2019 |
18.08%
Oct 2012 – Oct 2017 |
4.92%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart