Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDEPF (JDE Peet’s N.V) | 0.99% | 55.02% | 11.10% | 2.45% | NA | NA | NA | … | … |
Data as of 05/08/2026, Common starting date is 01/06/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDEPF (JDE Peet’s N.V) | 01/06/2021 | 05/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 55.02 | 11.10 | 2.45 | NA | NA | NA | … | … | 0.99 | 110.34 | -29.30 | 0.19 | -1.67 | -31.95 |
| Sharpe Ratio | NA | 2.02 | 0.25 | 0.00 | NA | NA | NA | … | … | 0.02 | 3.36 | -0.86 | -0.14 | -0.11 | -1.06 |
| Standard Deviation(%) | NA | 25.88 | 31.11 | 30.95 | NA | NA | NA | … | … | 14.62 | 32.16 | 38.14 | 24.87 | 29.61 | 30.49 |
| Draw Down(%) | NA | 6.45 | 41.19 | 54.26 | NA | NA | NA | … | … | 6.45 | 10.76 | 31.75 | 17.07 | 19.68 | 36.53 |
| Yield(%) | 0.00 | 6.37 | 3.43 | 2.42 | 1.08 | 0.72 | 0.54 | … | … | 1.04 | 8.48 | 2.81 | 2.76 | 2.60 | 0.97 |
Data as of 05/08/2026, Common starting date is 01/06/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDEPF (JDE Peet's N.V) |
-16.27%
Apr 2021 – Apr 2024 |
1.60%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDEPF (JDE Peet's N.V) |
14.21%
Dec 2022 – Dec 2025 |
2.98%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart