Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUOPY (Sumco Corp ADR) | 119.49% | 185.00% | 10.66% | -3.90% | 11.83% | 1.08% | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUOPY (Sumco Corp ADR) | 10/18/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -29.98 | 185.00 | 10.66 | -3.90 | 11.83 | 1.08 | NA | … | … | 119.49 | 17.94 | -44.61 | 14.21 | -36.00 | -0.49 | 21.14 | 50.15 | -57.77 | 118.99 | 64.03 | -42.31 | 67.18 | -20.37 | 32.97 | -49.32 | -12.04 |
| Sharpe Ratio | NA | 3.66 | 0.30 | -0.02 | 0.25 | NA | NA | … | … | 12.43 | 0.26 | -1.02 | 0.30 | -0.86 | -0.01 | 0.37 | 1.03 | -1.19 | 2.67 | 1.16 | -0.70 | 1.73 | -0.51 | 0.61 | -1.07 | -1.14 |
| Standard Deviation(%) | NA | 68.46 | 55.94 | 50.59 | 50.42 | NA | NA | … | … | 76.25 | 59.67 | 50.33 | 33.46 | 43.72 | 41.85 | 56.74 | 47.17 | 49.64 | 44.60 | 54.81 | 60.43 | 38.73 | 39.87 | 54.44 | 46.06 | 40.58 |
| Draw Down(%) | NA | 37.53 | 68.96 | 78.88 | 81.70 | NA | NA | … | … | 18.48 | 37.53 | 58.13 | 20.39 | 44.36 | 28.05 | 43.27 | 26.01 | 63.51 | 20.19 | 26.00 | 58.12 | 12.60 | 43.50 | 48.92 | 64.96 | 22.12 |
| 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 |
Data as of 06/10/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUOPY (Sumco Corp ADR) |
-28.91%
Nov 2021 – Nov 2024 |
-20.62%
Mar 2011 – Mar 2016 |
-8.80%
Mar 2015 – Mar 2025 |
-4.33%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUOPY (Sumco Corp ADR) |
30.97%
Apr 2014 – Apr 2017 |
31.21%
Apr 2016 – Apr 2021 |
14.49%
May 2016 – May 2026 |
2.16%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart