Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TRUMY (Terumo Corp ADR) -2.28% -21.32% -23.68% -18.78% -10.32% -4.30% NA
Data as of 06/09/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
Name Start Date End Date
TRUMY (Terumo Corp ADR) 01/06/2010 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
Annualized Return (%) 0.50 -21.32 -23.68 -18.78 -10.32 -4.30 NA -2.28 -24.92 -40.10 15.71 -34.73 2.10 18.59 23.47 23.96 25.97 16.83 36.22 -4.32 13.58 -11.77 -13.44 -7.58
Sharpe Ratio NA -0.68 -0.52 -0.47 -0.28 NA NA -0.23 -1.05 -0.60 0.44 -1.13 0.08 0.52 0.22 0.75 1.40 0.65 1.26 -0.08 0.64 -0.51 -0.47 -0.40
Standard Deviation(%) NA 35.91 51.87 44.14 42.90 NA NA 44.00 26.81 78.24 26.53 32.05 26.86 35.23 101.91 30.01 18.18 25.30 28.71 51.92 21.12 23.51 28.95 19.44
Draw Down(%) NA 35.61 69.37 75.95 80.74 NA NA 17.74 26.06 61.00 24.50 36.82 20.23 28.45 52.76 17.50 11.53 22.63 20.11 39.45 9.62 27.53 19.98 24.82
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 06/09/2026, 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
TRUMY (Terumo Corp ADR) -26.69%
Sep 2021 – Sep 2024
-19.96%
Apr 2021 – Apr 2026
-10.68%
Apr 2016 – Apr 2026
-5.08%
Apr 2011 – Apr 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TRUMY (Terumo Corp ADR) 35.89%
May 2015 – May 2018
22.99%
Feb 2014 – Feb 2019
6.55%
Sep 2011 – Sep 2021
-1.43%
May 2010 – May 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return