Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZNKKY (Zenkoku Hosho Co Ltd ADR) | NA | 16.25% | 14.69% | 5.52% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 09/26/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZNKKY (Zenkoku Hosho Co Ltd ADR) | 09/26/2017 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.97 | 16.25 | 14.69 | 5.52 | NA | NA | NA | … | … | 30.40 | -3.54 | 1.28 | -9.79 | -2.75 | 6.90 | 51.63 | -31.84 | 7.01 |
| Sharpe Ratio | NA | 0.18 | 0.24 | 0.07 | NA | NA | NA | … | … | 0.48 | -0.25 | -0.13 | -0.41 | -0.10 | 0.08 | 1.04 | -0.73 | 0.74 |
| Standard Deviation(%) | NA | 74.00 | 46.82 | 40.19 | NA | NA | NA | … | … | 84.20 | 28.54 | 18.43 | 27.78 | 28.20 | 80.22 | 48.21 | 45.66 | 38.96 |
| Draw Down(%) | NA | 24.69 | 25.32 | 41.47 | NA | NA | NA | … | … | 24.69 | 18.41 | 21.51 | 32.95 | 19.16 | 44.44 | 14.45 | 41.38 | 9.72 |
| Yield(%) | 0.00 | 0.00 | 2.19 | 2.13 | 1.64 | 1.09 | 0.82 | … | … | 0.00 | 2.88 | 2.77 | 2.25 | 2.36 | 2.02 | 2.71 | 2.16 | 0.00 |
Data as of 09/26/2025, Common starting date is 09/26/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZNKKY (Zenkoku Hosho Co Ltd ADR) |
-7.33%
Nov 2020 – Nov 2023 |
-3.36%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZNKKY (Zenkoku Hosho Co Ltd ADR) |
16.38%
Dec 2018 – Dec 2021 |
10.53%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart