Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JEHLY (Johnson Electric Holdings Ltd ADR) NA 236.88% 61.03% 16.89% 6.10% nan% NA
Data as of 12/03/2025, Common starting date is 01/21/2010
More Performance Analytics Comparison
Name Start Date End Date
JEHLY (Johnson Electric Holdings Ltd ADR) 01/21/2010 12/03/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 236.88 61.03 16.89 6.10 nan NA 248.04 -8.80 31.54 -34.06 -20.74 47.89 -14.29 -13.55 2.61 -26.69 415.60 -252.46 10.72 22.98 -23.27 48.64
Sharpe Ratio NA 2.98 0.85 0.21 0.07 NA NA 3.50 -0.33 0.36 -0.39 -0.43 0.38 -0.58 -1.11 1.02 -1.23 1.49 NA 0.43 0.75 -0.50 1.04
Standard Deviation(%) NA 78.63 67.44 70.09 64.51 NA NA 81.25 37.24 78.57 90.59 48.28 125.55 27.18 13.54 1.92 21.93 279.05 NA 25.15 30.91 46.33 49.95
Draw Down(%) NA 5.33 9.61 18.73 21.27 NA NA 6.71 3.73 10.96 18.73 4.62 22.73 10.70 8.01 0.00 16.59 0.00 694.96 21.30 16.72 40.75 37.22
Yield(%) 0.00 5.41 5.20 2.38 1.72 9.38 10.96 4.09 4.97 5.08 2.20 2.54 1.24 3.04 2.56 2.56 1.83 8.55 119.17 0.55 0.00 0.00 0.00
Data as of 12/03/2025, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JEHLY (Johnson Electric Holdings Ltd ADR) -19.65%
Apr 2019 – Apr 2022
-13.52%
May 2018 – May 2023
-4.30%
Mar 2014 – Mar 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JEHLY (Johnson Electric Holdings Ltd ADR) 63.47%
Sep 2022 – Sep 2025
30.01%
Feb 2015 – Feb 2020
18.75%
Jul 2015 – Jul 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return