Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TMICY (Trend Micro Inc ADR) | -6.82% | -48.60% | -7.76% | -5.59% | 1.04% | 1.54% | 0.85% | … | … |
Data as of 06/09/2026, Common starting date is 07/09/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TMICY (Trend Micro Inc ADR) | 07/09/1999 | 06/09/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.34 | -48.60 | -7.76 | -5.59 | 1.04 | 1.54 | 0.85 | … | … | -6.82 | -20.19 | 4.12 | 15.42 | -16.97 | -2.94 | 12.31 | -5.28 | -4.93 | 60.17 | -12.41 | 46.77 | -21.59 | 16.70 | 1.55 | -10.58 | -12.85 | 8.74 | -2.23 | 21.77 | -23.54 | -29.64 | 107.40 | 59.70 | -28.26 | -29.23 | -73.20 | 419.64 |
| Sharpe Ratio | NA | -1.28 | -0.25 | -0.18 | 0.00 | NA | NA | … | … | -0.08 | -0.60 | -0.07 | 0.37 | -0.58 | -0.12 | 0.35 | -0.26 | -0.19 | 2.72 | -0.43 | 1.73 | -0.89 | 0.50 | 0.06 | -0.32 | -0.42 | 0.18 | -0.06 | 0.49 | -0.72 | -0.87 | 2.43 | 1.04 | -0.66 | -0.34 | -0.73 | 26.55 |
| Standard Deviation(%) | NA | 38.26 | 38.25 | 34.04 | 31.44 | NA | NA | … | … | 43.98 | 39.17 | 36.52 | 30.29 | 31.53 | 23.81 | 34.35 | 25.78 | 32.76 | 21.96 | 29.53 | 26.95 | 24.28 | 33.18 | 25.17 | 32.85 | 30.66 | 48.33 | 56.44 | 38.31 | 37.11 | 36.66 | 43.79 | 56.85 | 44.48 | 93.29 | 106.15 | 109.41 |
| Draw Down(%) | NA | 58.12 | 59.19 | 59.19 | 59.19 | NA | NA | … | … | 23.91 | 45.78 | 32.93 | 31.03 | 33.06 | 20.19 | 35.35 | 28.02 | 22.63 | 14.38 | 24.94 | 12.81 | 23.40 | 13.55 | 21.24 | 24.99 | 36.36 | 41.27 | 46.32 | 20.65 | 32.30 | 47.30 | 26.22 | 35.66 | 49.68 | 75.58 | 79.61 | 27.16 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 07/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMICY (Trend Micro Inc ADR) |
-48.71%
Feb 2000 – Feb 2003 |
-18.14%
Feb 2000 – Feb 2005 |
-12.17%
Feb 2000 – Feb 2010 |
-9.40%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TMICY (Trend Micro Inc ADR) |
46.52%
Apr 2003 – Apr 2006 |
24.94%
Apr 2003 – Apr 2008 |
9.18%
Oct 2008 – Oct 2018 |
11.15%
Apr 2003 – Apr 2018 |
Annualized Rolling Returns Comparison Chart