Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCYGY (Jardine Cycle & Carriage Ltd ADR) | -12.69% | 23.57% | 1.61% | 10.98% | 2.76% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCYGY (Jardine Cycle & Carriage Ltd ADR) | 02/06/2012 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.87 | 23.57 | 1.61 | 10.98 | 2.76 | NA | NA | … | … | -12.69 | 32.31 | -2.24 | 10.50 | 45.53 | 6.85 | -29.70 | -5.62 | -13.11 | 4.13 | 18.57 | -15.54 | 14.25 | -26.49 | -0.30 |
| Sharpe Ratio | NA | 0.87 | -0.08 | 0.31 | 0.04 | NA | NA | … | … | -1.40 | 0.95 | -0.19 | 0.34 | 1.64 | 0.23 | -0.37 | -0.43 | -0.88 | 0.22 | 0.46 | -0.58 | 0.58 | -0.85 | -0.02 |
| Standard Deviation(%) | NA | 24.90 | 27.87 | 27.50 | 34.63 | NA | NA | … | … | 21.13 | 31.02 | 31.31 | 20.36 | 27.01 | 30.27 | 80.85 | 16.34 | 16.48 | 15.92 | 39.71 | 26.94 | 24.56 | 31.04 | 20.43 |
| Draw Down(%) | NA | 16.08 | 31.45 | 31.45 | 57.69 | NA | NA | … | … | 16.08 | 16.98 | 21.45 | 20.57 | 19.99 | 17.08 | 41.79 | 17.39 | 20.06 | 14.49 | 25.34 | 34.90 | 18.42 | 40.02 | 17.36 |
| Yield(%) | 0.00 | 6.09 | 4.65 | 6.40 | 3.60 | 2.34 | 1.75 | … | … | 3.28 | 5.40 | 5.22 | 5.28 | 5.93 | 3.52 | 3.53 | 3.59 | 2.98 | 2.61 | 2.81 | 4.25 | 3.81 | 3.08 | 2.97 |
Data as of 06/08/2026, Common starting date is 02/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCYGY (Jardine Cycle & Carriage Ltd ADR) |
-22.67%
Apr 2017 – Apr 2020 |
-12.13%
Sep 2016 – Sep 2021 |
-3.45%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCYGY (Jardine Cycle & Carriage Ltd ADR) |
26.25%
Apr 2020 – Apr 2023 |
18.30%
Oct 2020 – Oct 2025 |
5.70%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart