Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBTM (JBT Marel Corporation) | -17.84% | 0.15% | 1.74% | -2.59% | 7.32% | 14.43% | NA | … | … |
Data as of 06/09/2026, Common starting date is 07/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBTM (JBT Marel Corporation) | 07/18/2008 | 06/09/2026 |
| 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.73 | 0.15 | 1.74 | -2.59 | 7.32 | 14.43 | NA | … | … | -17.84 | 18.90 | 28.31 | 9.29 | -40.30 | 35.24 | 1.50 | 57.49 | -34.91 | 29.48 | 73.55 | 53.11 | 13.40 | 67.55 | 17.73 | -22.36 | 20.33 | 112.51 | -41.17 |
| Sharpe Ratio | NA | 0.01 | 0.01 | -0.14 | 0.15 | NA | NA | … | … | -0.97 | 0.40 | 0.69 | 0.18 | -0.89 | 0.96 | 0.02 | 1.71 | -0.84 | 1.20 | 2.07 | 1.80 | 0.55 | 2.76 | 0.64 | -0.55 | 0.51 | 1.71 | -0.59 |
| Standard Deviation(%) | NA | 36.79 | 36.47 | 38.29 | 41.67 | NA | NA | … | … | 39.89 | 39.86 | 35.84 | 31.10 | 47.09 | 36.71 | 72.73 | 32.76 | 43.49 | 24.17 | 35.48 | 29.42 | 24.28 | 24.47 | 27.99 | 40.57 | 39.58 | 65.78 | 116.63 |
| Draw Down(%) | NA | 31.46 | 32.24 | 52.39 | 52.39 | NA | NA | … | … | 31.46 | 32.24 | 18.90 | 22.73 | 49.10 | 15.10 | 49.02 | 25.31 | 45.58 | 11.79 | 15.41 | 16.69 | 20.17 | 13.41 | 27.04 | 34.22 | 24.92 | 25.13 | 59.26 |
| Yield(%) | 0.00 | 0.32 | 0.34 | 0.28 | 0.63 | 2.08 | 2.31 | … | … | 0.13 | 0.32 | 0.41 | 0.43 | 0.26 | 0.36 | 0.34 | 0.56 | 0.36 | 0.47 | 0.84 | 1.14 | 1.25 | 1.84 | 1.75 | 1.36 | 1.59 | 3.15 | 0.50 |
Data as of 06/09/2026, Common starting date is 07/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBTM (JBT Marel Corporation) |
-14.76%
Apr 2021 – Apr 2024 |
-4.81%
Nov 2017 – Nov 2022 |
8.69%
May 2016 – May 2026 |
12.84%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBTM (JBT Marel Corporation) |
59.20%
Nov 2014 – Nov 2017 |
50.42%
Nov 2012 – Nov 2017 |
30.22%
Oct 2008 – Oct 2018 |
19.40%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart