Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YMHAY (Yamaha Motor Co. Ltd) | 2.97% | 5.66% | -11.29% | -8.67% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YMHAY (Yamaha Motor Co. Ltd) | 06/30/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.21 | 5.66 | -11.29 | -8.67 | NA | NA | NA | … | … | 2.97 | -14.58 | -31.18 | 36.85 | -6.91 | 14.48 | 33.29 |
| Sharpe Ratio | NA | 0.09 | -0.22 | -0.17 | NA | NA | NA | … | … | 0.11 | -0.38 | -0.39 | 0.95 | -0.21 | 0.38 | 1.89 |
| Standard Deviation(%) | NA | 40.51 | 62.44 | 54.09 | NA | NA | NA | … | … | 46.23 | 45.57 | 88.69 | 35.43 | 39.97 | 38.32 | 40.25 |
| Draw Down(%) | NA | 20.05 | 54.26 | 54.26 | NA | NA | NA | … | … | 20.05 | 29.35 | 49.05 | 21.49 | 32.79 | 23.40 | 16.98 |
| Yield(%) | 0.00 | 4.01 | 2.76 | 1.51 | 1.39 | 0.93 | 0.70 | … | … | 0.00 | 3.39 | 2.93 | 1.61 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YMHAY (Yamaha Motor Co. Ltd) |
-13.07%
Apr 2023 – Apr 2026 |
-7.70%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YMHAY (Yamaha Motor Co. Ltd) |
23.17%
Jul 2020 – Jul 2023 |
3.63%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart