Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVNDY (Seven & i Holdings Co Ltd ADR) | -15.41% | -19.42% | -4.42% | -1.84% | 0.19% | 3.17% | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/20/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVNDY (Seven & i Holdings Co Ltd ADR) | 03/20/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.19 | -19.42 | -4.42 | -1.84 | 0.19 | 3.17 | NA | … | … | -15.41 | -6.83 | 21.43 | -4.55 | -0.01 | 27.67 | 1.04 | -15.50 | 5.09 | 8.81 | -17.02 | 26.73 | -9.87 | 42.01 | 1.99 | 3.52 | 28.91 | 2.48 |
| Sharpe Ratio | NA | -1.02 | -0.27 | -0.19 | -0.08 | NA | NA | … | … | -1.49 | -0.31 | 0.47 | -0.34 | -0.05 | 1.05 | 0.02 | -0.81 | 0.22 | 0.51 | -0.69 | 1.14 | -0.50 | 1.49 | 0.11 | 0.13 | 1.15 | 0.09 |
| Standard Deviation(%) | NA | 26.46 | 32.28 | 30.22 | 27.53 | NA | NA | … | … | 29.05 | 31.78 | 37.89 | 24.36 | 29.27 | 26.41 | 36.63 | 20.95 | 17.25 | 16.01 | 24.82 | 23.41 | 19.97 | 28.21 | 18.42 | 26.72 | 25.05 | 33.68 |
| Draw Down(%) | NA | 27.80 | 33.09 | 33.09 | 36.46 | NA | NA | … | … | 26.25 | 22.19 | 24.87 | 26.85 | 29.10 | 16.76 | 24.83 | 29.24 | 13.36 | 11.30 | 20.61 | 15.20 | 18.86 | 15.22 | 16.67 | 14.63 | 17.47 | 21.39 |
| Yield(%) | 0.00 | 1.11 | 1.27 | 1.86 | 1.47 | 1.54 | 1.54 | … | … | 0.00 | 1.95 | 1.29 | 2.90 | 2.61 | 3.78 | 3.76 | 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 03/20/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVNDY (Seven & i Holdings Co Ltd ADR) |
-8.48%
Jul 2017 – Jul 2020 |
-7.67%
Jul 2015 – Jul 2020 |
-0.37%
May 2016 – May 2026 |
2.96%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVNDY (Seven & i Holdings Co Ltd ADR) |
17.49%
Dec 2012 – Dec 2015 |
14.31%
Oct 2010 – Oct 2015 |
7.06%
Jan 2012 – Jan 2022 |
6.87%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart