Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSUMY (Sumitomo Corp ADR) | 13.45% | 56.28% | 23.24% | 22.89% | 15.09% | 7.64% | 6.10% | … | … |
Data as of 06/10/2026, Common starting date is 01/30/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSUMY (Sumitomo Corp 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 (%) | -7.78 | 56.28 | 23.24 | 22.89 | 15.09 | 7.64 | 6.10 | … | … | 13.45 | 59.70 | -0.14 | 30.26 | 13.31 | 10.42 | -9.80 | 4.75 | -17.14 | 44.65 | 15.72 | -1.26 | -18.11 | -2.10 | -4.74 | -3.71 | 37.32 | 19.42 | -39.58 | -6.60 | 13.91 |
| Sharpe Ratio | NA | 1.95 | 0.88 | 0.79 | 0.55 | NA | NA | … | … | 1.23 | 2.10 | -0.26 | 1.12 | 0.45 | 0.51 | -0.30 | 0.16 | -0.84 | 2.65 | 0.57 | -0.05 | -0.82 | -0.08 | -0.24 | -0.12 | 1.23 | 0.56 | -0.69 | -0.27 | 0.31 |
| Standard Deviation(%) | NA | 31.81 | 28.49 | 26.90 | 25.12 | NA | NA | … | … | 41.74 | 27.58 | 25.78 | 23.39 | 26.58 | 20.55 | 33.20 | 20.43 | 21.88 | 16.72 | 26.91 | 24.00 | 21.99 | 25.91 | 20.27 | 29.95 | 30.18 | 34.69 | 58.47 | 35.91 | 37.76 |
| Draw Down(%) | NA | 21.05 | 28.69 | 32.33 | 43.45 | NA | NA | … | … | 21.05 | 18.19 | 28.69 | 16.30 | 32.33 | 12.96 | 33.59 | 11.76 | 27.03 | 7.56 | 15.16 | 23.13 | 27.57 | 22.76 | 20.31 | 26.43 | 20.26 | 22.27 | 61.81 | 34.00 | 28.21 |
| 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 | 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 |
|---|---|---|---|---|
| SSUMY (Sumitomo Corp ADR) |
-18.87%
Jul 2007 – Jul 2010 |
-7.73%
Feb 2011 – Feb 2016 |
-3.71%
Jul 2007 – Jul 2017 |
-2.92%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSUMY (Sumitomo Corp ADR) |
35.75%
Feb 2023 – Feb 2026 |
25.37%
May 2021 – May 2026 |
15.81%
May 2016 – May 2026 |
8.31%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart