Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBHIF (JB Hi-Fi Limited) | NA | 51.65% | 39.93% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 12/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBHIF (JB Hi-Fi Limited) | 12/21/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 51.65 | 39.93 | NA | NA | NA | NA | … | … | 51.65 | 85.98 | -2.85 | 6.44 | 0.00 |
| Sharpe Ratio | NA | 1.91 | 1.42 | NA | NA | NA | NA | … | … | 2.47 | 2.36 | -0.60 | 1.14 | 0.00 |
| Standard Deviation(%) | NA | 25.49 | 25.76 | NA | NA | NA | NA | … | … | 29.67 | 34.84 | 11.00 | 4.42 | NA |
| Draw Down(%) | NA | 10.90 | 10.90 | NA | NA | NA | NA | … | … | 10.90 | 5.02 | 9.28 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 9.51 | 9.50 | 6.93 | 3.47 | 2.31 | 1.73 | … | … | 9.51 | 7.64 | 6.48 | 6.15 | 0.00 |
Data as of 09/26/2025, Common starting date is 12/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBHIF (JB Hi-Fi Limited) |
27.65%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBHIF (JB Hi-Fi Limited) |
39.93%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart