Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUGBY (Suruga Bank Ltd ADR) | NA | 12.31% | 44.82% | 15.59% | -7.36% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUGBY (Suruga Bank 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 (%) | 0.00 | 12.31 | 44.82 | 15.59 | -7.36 | NA | NA | … | … | 10.83 | 40.43 | 82.10 | -8.02 | -20.84 | 0.42 | -82.14 | 0.42 | 1.39 | 15.72 | 13.20 | 0.54 | 44.20 | 31.19 |
| Sharpe Ratio | NA | 0.89 | 1.19 | 0.40 | -0.14 | NA | NA | … | … | 1.00 | 1.31 | 1.63 | -0.23 | -0.87 | 0.13 | -0.49 | -2.30 | 0.20 | 0.36 | 1.68 | 0.97 | 0.70 | 0.65 |
| Standard Deviation(%) | NA | 10.41 | 34.92 | 33.44 | 61.04 | NA | NA | … | … | 12.03 | 28.02 | 48.61 | 42.02 | 24.05 | 1.35 | 172.24 | 0.42 | 3.75 | 43.50 | 7.82 | 0.53 | 62.78 | 103.94 |
| Draw Down(%) | NA | 0.00 | 15.11 | 37.56 | 88.45 | NA | NA | … | … | 0.00 | 10.42 | 15.11 | 37.56 | 26.97 | 0.74 | 82.14 | 0.00 | 2.32 | 22.13 | 0.12 | 0.00 | 20.73 | 38.50 |
| Yield(%) | 0.00 | 1.32 | 1.19 | 0.92 | 0.38 | 0.80 | 0.60 | … | … | 0.00 | 1.83 | 0.00 | 1.42 | 1.13 | 1.15 | 0.00 | 0.42 | 0.89 | 1.01 | 0.00 | 0.53 | 1.28 | 1.87 |
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 |
|---|---|---|---|---|
| SUGBY (Suruga Bank Ltd ADR) |
-50.42%
Jul 2019 – Jul 2022 |
-34.95%
Oct 2017 – Oct 2022 |
-17.97%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUGBY (Suruga Bank Ltd ADR) |
44.82%
Jul 2022 – Jul 2025 |
20.26%
Aug 2012 – Aug 2017 |
-7.36%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart