Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USSJY (USS Co Ltd ADR) | NA | 31.77% | 12.14% | 13.50% | 5.40% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USSJY (USS Co Ltd ADR) | 06/19/2012 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.77 | 12.14 | 13.50 | 5.40 | NA | NA | … | … | 46.21 | -11.49 | 21.84 | 6.18 | 12.49 | -5.87 | 3.01 | 2.78 | 2.67 | -12.17 | 3.61 | 39.17 | 28.19 | 9.70 |
| Sharpe Ratio | NA | 0.88 | 0.31 | 0.42 | 0.18 | NA | NA | … | … | 2.32 | -0.40 | 1.34 | 0.20 | 0.39 | -0.23 | 0.74 | 0.72 | 1.08 | -1.02 | 1.28 | 1.56 | 1.35 | 2.49 |
| Standard Deviation(%) | NA | 32.61 | 28.43 | 27.71 | 21.63 | NA | NA | … | … | 27.94 | 38.14 | 13.74 | 24.08 | 32.24 | 26.17 | 2.09 | 1.94 | 1.86 | 12.13 | 2.80 | 25.10 | 20.90 | 7.67 |
| Draw Down(%) | NA | 14.18 | 22.64 | 22.64 | 22.64 | NA | NA | … | … | 8.98 | 22.64 | 4.53 | 18.42 | 16.74 | 21.38 | 0.00 | 0.00 | 0.00 | 13.27 | 0.00 | 0.00 | 5.84 | 0.00 |
| Yield(%) | 0.00 | 3.13 | 2.29 | 3.19 | 2.31 | 3.49 | 2.61 | … | … | 1.88 | 2.02 | 2.92 | 3.26 | 3.51 | 3.39 | 2.95 | 2.72 | 2.62 | 2.10 | 0.92 | 1.38 | 2.85 | 1.98 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USSJY (USS Co Ltd ADR) |
-5.48%
Mar 2021 – Mar 2024 |
-3.53%
Mar 2015 – Mar 2020 |
1.71%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USSJY (USS Co Ltd ADR) |
25.08%
Jul 2012 – Jul 2015 |
13.92%
Aug 2020 – Aug 2025 |
9.30%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart