Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JARLF (Jardine Matheson Holdings Limited) | 1.76% | 48.03% | 15.57% | 5.21% | 5.18% | 4.37% | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JARLF (Jardine Matheson Holdings Limited) | 02/17/2009 | 06/05/2026 |
| 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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.37 | 48.03 | 15.57 | 5.21 | 5.18 | 4.37 | NA | … | … | 1.76 | 71.09 | 2.09 | -12.60 | -5.68 | 6.72 | 3.10 | -20.34 | 15.48 | 11.77 | 13.85 | -18.97 | 20.37 | -17.65 | 37.74 | 8.51 | 51.73 | 93.54 |
| Sharpe Ratio | NA | 1.31 | 0.34 | 0.08 | 0.12 | NA | NA | … | … | 0.04 | 1.57 | -0.05 | -0.63 | -0.23 | 0.22 | 0.08 | -0.84 | 0.62 | 0.66 | 0.49 | -0.82 | 0.31 | -0.76 | 1.64 | 0.21 | 1.00 | 2.93 |
| Standard Deviation(%) | NA | 34.69 | 36.60 | 33.63 | 30.58 | NA | NA | … | … | 40.68 | 43.65 | 31.97 | 26.15 | 31.12 | 30.08 | 35.68 | 26.00 | 22.96 | 16.90 | 27.99 | 23.29 | 64.63 | 23.25 | 23.14 | 40.86 | 51.66 | 38.31 |
| Draw Down(%) | NA | 20.10 | 29.61 | 39.29 | 42.91 | NA | NA | … | … | 20.10 | 21.11 | 15.43 | 25.20 | 24.25 | 25.47 | 33.00 | 25.67 | 14.98 | 9.59 | 14.64 | 29.18 | 33.62 | 25.59 | 9.28 | 27.92 | 21.86 | 12.89 |
| Yield(%) | 0.00 | 3.94 | 5.31 | 3.74 | 3.26 | 2.89 | 7.75 | … | … | 2.66 | 8.08 | 5.29 | 4.37 | 3.77 | 3.08 | 3.04 | 2.44 | 0.00 | 2.02 | 0.77 | 0.62 | 2.66 | 2.17 | 2.65 | 2.60 | 3.13 | 4.61 |
Data as of 06/05/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JARLF (Jardine Matheson Holdings Limited) |
-14.03%
Jun 2021 – Jun 2024 |
-7.43%
Jul 2019 – Jul 2024 |
-2.69%
Jun 2014 – Jun 2024 |
4.06%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JARLF (Jardine Matheson Holdings Limited) |
42.55%
Mar 2009 – Mar 2012 |
30.16%
Mar 2009 – Mar 2014 |
15.07%
Mar 2009 – Mar 2019 |
7.29%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart