Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THKLY (THK Co Ltd ADR) | 68.56% | 55.34% | 25.27% | 6.57% | 8.72% | 3.78% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THKLY (THK Co Ltd ADR) | 01/06/2010 | 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 (%) | -13.68 | 55.34 | 25.27 | 6.57 | 8.72 | 3.78 | NA | … | … | 68.56 | 11.44 | 21.10 | 2.12 | -22.02 | -25.71 | 20.27 | 45.22 | -50.53 | 70.16 | 19.70 | -23.51 | -3.28 | 41.93 | -11.02 | -13.25 | 22.58 |
| Sharpe Ratio | NA | 1.81 | 0.71 | 0.15 | 0.23 | NA | NA | … | … | 6.94 | 0.27 | 0.36 | -0.07 | -0.64 | -0.70 | 0.39 | 1.12 | -1.17 | 2.65 | 0.59 | -0.68 | -0.11 | 1.12 | -0.29 | -0.28 | 0.63 |
| Standard Deviation(%) | NA | 41.24 | 39.38 | 38.01 | 38.64 | NA | NA | … | … | 53.90 | 32.25 | 40.76 | 32.85 | 36.44 | 36.92 | 50.94 | 39.07 | 44.36 | 26.36 | 33.30 | 34.58 | 29.96 | 37.25 | 38.57 | 48.10 | 36.10 |
| Draw Down(%) | NA | 19.81 | 34.68 | 53.25 | 65.44 | NA | NA | … | … | 19.81 | 21.10 | 34.68 | 26.96 | 38.90 | 44.47 | 45.19 | 26.60 | 59.04 | 11.04 | 21.16 | 43.38 | 18.41 | 26.00 | 35.63 | 44.93 | 31.95 |
| 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 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THKLY (THK Co Ltd ADR) |
-16.40%
May 2021 – May 2024 |
-13.77%
Oct 2017 – Oct 2022 |
-4.29%
Oct 2014 – Oct 2024 |
0.70%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THKLY (THK Co Ltd ADR) |
32.25%
May 2023 – May 2026 |
18.99%
Jan 2013 – Jan 2018 |
9.96%
May 2016 – May 2026 |
4.66%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart