Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOMLY (Secom Co Ltd ADR) | 14.69% | 11.71% | 7.77% | 2.74% | 2.16% | 4.73% | 3.64% | … | … |
Data as of 06/10/2026, Common starting date is 01/30/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOMLY (Secom Co Ltd ADR) | 01/30/2006 | 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 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.50 | 11.71 | 7.77 | 2.74 | 2.16 | 4.73 | 3.64 | … | … | 14.69 | 7.66 | -5.13 | 30.36 | -15.61 | -22.55 | 6.41 | 8.05 | 9.34 | 3.29 | 7.92 | 18.00 | -5.29 | 20.65 | 10.48 | -4.22 | -0.89 | -6.36 | -7.51 | 5.19 | 1.45 |
| Sharpe Ratio | NA | 0.25 | 0.19 | 0.00 | 0.00 | NA | NA | … | … | 0.99 | 0.21 | -0.38 | 1.30 | -0.72 | -1.14 | 0.21 | 0.39 | 0.40 | 0.17 | 0.40 | 0.92 | -0.28 | 0.85 | 0.64 | -0.16 | -0.05 | -0.17 | -0.17 | 0.07 | -0.06 |
| Standard Deviation(%) | NA | 22.00 | 22.91 | 22.30 | 21.51 | NA | NA | … | … | 24.64 | 22.46 | 23.23 | 20.66 | 23.91 | 19.79 | 29.37 | 16.87 | 20.11 | 15.52 | 19.06 | 19.58 | 19.08 | 24.22 | 16.38 | 26.44 | 21.13 | 37.30 | 50.18 | 27.83 | 29.49 |
| Draw Down(%) | NA | 15.98 | 24.35 | 27.63 | 41.69 | NA | NA | … | … | 12.12 | 15.98 | 24.35 | 6.77 | 24.71 | 29.38 | 26.68 | 12.45 | 11.41 | 9.38 | 11.24 | 20.98 | 13.19 | 12.17 | 15.24 | 14.93 | 14.49 | 39.80 | 46.58 | 18.20 | 23.60 |
| Yield(%) | 0.00 | 0.92 | 1.45 | 1.80 | 1.36 | 1.46 | 1.12 | … | … | 0.00 | 2.02 | 1.37 | 3.46 | 2.84 | 2.59 | 2.69 | 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 01/30/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOMLY (Secom Co Ltd ADR) |
-12.58%
Apr 2006 – Apr 2009 |
-4.76%
Jun 2019 – Jun 2024 |
0.97%
Jun 2014 – Jun 2024 |
0.77%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOMLY (Secom Co Ltd ADR) |
15.29%
May 2013 – May 2016 |
10.83%
Feb 2009 – Feb 2014 |
9.83%
Feb 2009 – Feb 2019 |
6.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart