Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFJPY (Informa PLC ADR) | -6.13% | 3.99% | 9.99% | 8.70% | 4.04% | 6.21% | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFJPY (Informa PLC ADR) | 04/07/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 3.99 | 9.99 | 8.70 | 4.04 | 6.21 | NA | … | … | -6.13 | 21.91 | 2.70 | 36.01 | 7.05 | -6.76 | -34.97 | 47.15 | -15.69 | 20.51 | 0.72 | 29.31 | -19.11 | 32.65 | 39.04 | -16.73 |
| Sharpe Ratio | NA | 0.10 | 0.32 | 0.25 | 0.06 | NA | NA | … | … | -0.44 | 0.73 | -0.05 | 1.42 | 0.16 | -0.19 | -0.58 | 1.90 | -0.71 | 1.24 | 0.02 | 1.23 | -0.59 | 1.57 | 1.34 | -0.49 |
| Standard Deviation(%) | NA | 25.14 | 24.18 | 28.49 | 32.11 | NA | NA | … | … | 29.96 | 26.07 | 20.38 | 23.06 | 36.16 | 34.90 | 60.61 | 24.09 | 24.23 | 16.14 | 31.08 | 23.74 | 32.60 | 20.84 | 29.36 | 44.87 |
| Draw Down(%) | NA | 24.03 | 27.76 | 33.34 | 62.22 | NA | NA | … | … | 22.12 | 27.76 | 12.26 | 15.77 | 33.34 | 26.34 | 62.22 | 14.07 | 31.76 | 8.90 | 15.07 | 9.54 | 23.64 | 9.78 | 26.46 | 32.22 |
| Yield(%) | 0.00 | 2.76 | 2.95 | 2.29 | 2.58 | 3.77 | 2.92 | … | … | 1.73 | 2.69 | 2.42 | 2.13 | 0.50 | 0.00 | 0.00 | 3.75 | 2.88 | 2.97 | 10.36 | 4.05 | 3.30 | 3.85 | 4.90 | 3.31 |
Data as of 06/10/2026, Common starting date is 04/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFJPY (Informa PLC ADR) |
-17.81%
Sep 2019 – Sep 2022 |
-8.78%
Jul 2015 – Jul 2020 |
1.97%
Sep 2012 – Sep 2022 |
6.09%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFJPY (Informa PLC ADR) |
31.52%
Sep 2022 – Sep 2025 |
22.18%
Sep 2020 – Sep 2025 |
7.58%
Sep 2011 – Sep 2021 |
6.09%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart