Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDEPY | -8.88% | 25.45% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/28/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDEPY | 06/28/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.47 | 25.45 | NA | NA | NA | NA | NA | … | … | -8.88 | 129.43 | -14.07 |
| Sharpe Ratio | NA | 0.68 | NA | NA | NA | NA | NA | … | … | -0.75 | 3.26 | -0.34 |
| Standard Deviation(%) | NA | 33.73 | NA | NA | NA | NA | NA | … | … | 29.24 | 39.09 | 86.44 |
| Draw Down(%) | NA | 13.75 | NA | NA | NA | NA | NA | … | … | 13.75 | 11.46 | 36.80 |
| Yield(%) | 0.00 | 3.08 | 2.64 | 1.59 | 0.79 | 0.53 | 0.40 | … | … | 1.12 | 4.66 | 1.89 |
Data as of 06/05/2026, Common starting date is 06/28/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDEPY (JDEPY) |
0.00%
NA |
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 |
|---|---|---|---|---|
| JDEPY (JDEPY) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart