Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLCLY (Oriental Land Co Ltd ADR) | -23.31% | -36.06% | -28.41% | -14.24% | 0.75% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLCLY (Oriental Land Co Ltd ADR) | 08/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.21 | -36.06 | -28.41 | -14.24 | 0.75 | NA | NA | … | … | -23.31 | -13.50 | -43.19 | 33.32 | -15.34 | 7.45 | 18.13 | 31.36 | 16.36 | 57.59 | -8.24 | 12.11 | 38.27 | 30.53 | -6.77 |
| Sharpe Ratio | NA | -1.32 | -1.11 | -0.56 | -0.04 | NA | NA | … | … | -1.89 | -0.49 | -1.83 | 1.06 | -0.41 | 0.29 | 0.42 | 1.39 | 0.58 | 3.25 | -0.36 | 0.28 | 2.23 | 1.16 | -0.54 |
| Standard Deviation(%) | NA | 30.95 | 29.41 | 31.63 | 29.84 | NA | NA | … | … | 28.67 | 33.78 | 27.32 | 27.69 | 40.77 | 26.06 | 42.86 | 21.48 | 25.94 | 17.63 | 23.29 | 43.70 | 17.16 | 26.34 | 29.90 |
| Draw Down(%) | NA | 47.18 | 67.65 | 67.65 | 67.65 | NA | NA | … | … | 28.15 | 29.05 | 46.61 | 27.11 | 36.65 | 20.94 | 27.30 | 13.74 | 19.95 | 7.77 | 25.52 | 33.68 | 6.71 | 16.27 | 12.94 |
| 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 |
Data as of 06/10/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLCLY (Oriental Land Co Ltd ADR) |
-27.53%
May 2023 – May 2026 |
-13.10%
Apr 2021 – Apr 2026 |
0.28%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLCLY (Oriental Land Co Ltd ADR) |
38.34%
Oct 2016 – Oct 2019 |
27.81%
Mar 2017 – Mar 2022 |
18.91%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart