Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YMHAD (Yamaha Motor Co. Ltd) | NA | -17.17% | -6.84% | 5.66% | 2.79% | -4.31% | NA | … | … |
Data as of 04/05/2024, Common starting date is 12/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YMHAD (Yamaha Motor Co. Ltd) | 12/18/2008 | 04/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | -17.17 | -6.84 | 5.66 | 2.79 | -4.31 | NA | … | … | -31.37 | 35.07 | -6.91 | 14.48 | -52.20 | 106.31 |
| Sharpe Ratio | NA | -0.37 | -0.20 | -0.21 | -0.12 | NA | NA | … | … | -0.86 | 0.88 | -0.21 | 0.38 | -0.04 | NA |
| Standard Deviation(%) | NA | 57.32 | 45.14 | 68.98 | 68.98 | NA | NA | … | … | 93.10 | 35.41 | 39.97 | 38.32 | 149.13 | 601.76 |
| Draw Down(%) | NA | 40.01 | 41.30 | 68.22 | 68.22 | NA | NA | … | … | 40.01 | 21.49 | 32.79 | 23.40 | 68.22 | 0.00 |
| 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 |
Data as of 04/05/2024, Common starting date is 12/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YMHAD (Yamaha Motor Co. Ltd) |
-18.26%
May 2020 – May 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YMHAD (Yamaha Motor Co. Ltd) |
22.63%
Jul 2020 – Jul 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart