Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTSKY (Otsuka Holdings Co Ltd ADR) | 14.37% | 27.76% | 18.36% | 8.40% | 4.03% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTSKY (Otsuka Holdings Co Ltd ADR) | 08/06/2012 | 06/11/2026 |
| 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 (%) | -4.14 | 27.76 | 18.36 | 8.40 | 4.03 | NA | NA | … | … | 14.37 | 8.20 | 47.37 | 14.50 | -10.79 | -14.84 | -3.82 | 10.19 | -7.76 | 0.00 | 23.15 | 19.06 | 2.40 | 4.29 | -8.79 |
| Sharpe Ratio | NA | 1.00 | 0.55 | 0.25 | 0.11 | NA | NA | … | … | 1.02 | 0.17 | 1.62 | 0.45 | -0.53 | -0.68 | -0.12 | 0.33 | -0.34 | -0.03 | 0.86 | 0.71 | 0.11 | 0.17 | -0.74 |
| Standard Deviation(%) | NA | 33.09 | 29.03 | 26.27 | 26.73 | NA | NA | … | … | 34.75 | 31.82 | 25.47 | 22.98 | 22.90 | 21.88 | 33.69 | 26.83 | 26.77 | 22.19 | 26.43 | 26.93 | 22.56 | 25.73 | 27.92 |
| Draw Down(%) | NA | 15.83 | 30.49 | 36.73 | 46.34 | NA | NA | … | … | 11.85 | 20.19 | 13.23 | 19.63 | 18.22 | 22.77 | 38.86 | 24.99 | 23.64 | 21.90 | 20.91 | 17.87 | 17.49 | 26.66 | 10.94 |
| 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 06/11/2026, 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 |
|---|---|---|---|---|
| OTSKY (Otsuka Holdings Co Ltd ADR) |
-10.84%
Jun 2016 – Jun 2019 |
-9.70%
Feb 2018 – Feb 2023 |
-0.90%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTSKY (Otsuka Holdings Co Ltd ADR) |
31.40%
Feb 2023 – Feb 2026 |
14.06%
Apr 2021 – Apr 2026 |
6.89%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart