Portfolio Performance Comparison
The above comparison graph is based on annual percentage growth or loss of the Invest With Yen portfolio,
the Dow Jones Industrial Average, and the NASDAQ composite detailed below.
| Year | Investment | IWY | Dow | NASDAQ |
|---|---|---|---|---|
| Deposited before 1987 | $6,000 | |||
| Deposited in 1988 | $0 | $4,162 | $4,718 | $4,868 |
| Deposited in 1989 | $0 | $6,268 | $5,990 | $5,805 |
| Deposited in 1990 | $0 | $4,880 | $5,730 | $4,771 |
| Deposited in 1991 | $0 | $7,441 | $6,894 | $7,483 |
| Deposited in 1992 | $1,000 | $17,792 | $8,182 | $9,640 |
| Deposited in 1993 | $0 | $22,055 | $9,305 | $11,062 |
| Deposited in 1994 | $0 | $28,544 | $9,504 | $10,708 |
| Deposited in 1995 | $0 | $36,572 | $12,683 | $14,982 |
| Deposited in 1996 | $0 | $30,878 | $15,982 | $18,384 |
| Deposited in 1997 | $0 | $40,663 | $19,601 | $22,362 |
| Deposited in 1998 | $0 | $56,521 | $22,757 | $31,224 |
| Deposited in 1999 | $0 | $140,812 | $28,496 | $57,948 |
| Deposited in 2000 | $0 | $114,337 | $26,739 | $35,181 |
| Deposited in 2001 | $0 | $112,202 | $24,839 | $27,774 |
| Deposited in 2002 | $0 | $80,759 | $20,675 | $19,018 |
| Deposited in 2003 | $0 | $140,251 | $25,910 | $28,528 |
| Deposited in 2004 | $0 | $138,349 | $26,726 | $30,979 |
| Deposited in 2005 | $0 | $173,274 | $26,564 | $31,404 |
| Deposited in 2006 | $0 | $157,583 | $30,891 | $34,394 |
| Deposited in 2007 | $0 | $169,312 | $32,877 | $37,769 |
| Deposited in 2008 | $0 | $69,307 | $21,753 | $22,457 |
| Deposited in 2009 | $0 | $146,050 | $25,847 | $32,313 |
| Deposited in 2010 | $0 | $178,197 | $28,695 | $37,777 |
| Deposited in 2011 | $0 | $135,295 | $30,282 | $37,098 |
| Deposited in 2012 | $0 | $150,305 | $32,479 | $42,998 |
| Deposited in 2013 | $0 | $185,809 | $41,086 | $59,475 |
| Deposited in 2014 | $0 | $180,622 | $44,175 | $67,442 |
| Deposited in 2015 | $0 | $232,016 | $43,189 | $71,306 |
| Deposited in 2016 | $0 | $167,102 | $48,983 | $76,655 |
| Year to Date through 3/29/2017 | $7,000 | $203,675 | $50,937 | $83,162 |
| Year | IWY | Dow | NASDAQ |
|---|---|---|---|
| 1987 | -30% | 2% | -5% |
| 1988 | -1% | 12% | 15% |
| 1989 | 51% | 27% | 19% |
| 1990 | -22% | -4% | -18% |
| 1991 | 52% | 20% | 57% |
| 1992 | 111% | 4% | 15% |
| 1993 | 24% | 14% | 15% |
| 1994 | 29% | 2% | -3% |
| 1995 | 28% | 33% | 40% |
| 1996 | -16% | 26% | 23% |
| 1997 | 32% | 23% | 22% |
| 1998 | 39% | 16% | 40% |
| 1999 | 149% | 25% | 86% |
| 2000 | -19% | -6% | -39% |
| 2001 | -2% | -7% | -21% |
| 2002 | -28% | -17% | -32% |
| 2003 | 74% | 25% | 50% |
| 2004 | -1% | 3% | 9% |
| 2005 | 25% | -1% | 1% |
| 2006 | -9% | 16% | 10% |
| 2007 | 7% | 6% | 10% |
| 2008 | -59% | -34% | -41% |
| 2009 | 111% | 19% | 44% |
| 2010 | 22% | 11% | 17% |
| 2011 | -24% | 6% | -2% |
| 2012 | 11% | 7% | 16% |
| 2013 | 24% | 26% | 38% |
| 2014 | -3% | 8% | 13% |
| 2015 | 28% | -2% | 6% |
| 2016 | -28% | 13% | 8% |
| Year to Date through 3/29/2017 | 22% | 4% | 8% |
| Average | 19% | 9% | 14% |
