Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFBHF (Jungfraubahn Holding AG) | 5.54% | 35.32% | 48.76% | 19.88% | 15.74% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFBHF (Jungfraubahn Holding AG) | 01/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 35.32 | 48.76 | 19.88 | 15.74 | NA | NA | … | … | 5.54 | 84.04 | 14.77 | 53.15 | -27.48 | 19.23 | -16.67 | 24.14 | 36.31 | 2.30 | 3.53 | 44.38 | 3.11 | 50.15 |
| Sharpe Ratio | NA | 1.05 | 1.36 | 0.56 | 0.48 | NA | NA | … | … | 0.26 | 2.57 | 1.09 | 1.27 | -1.10 | 0.63 | -0.58 | 1.30 | 0.72 | 0.72 | 1.32 | 1.72 | 1.01 | 1.18 |
| Standard Deviation(%) | NA | 31.09 | 33.56 | 30.73 | 29.19 | NA | NA | … | … | 42.00 | 31.79 | 10.20 | 39.29 | 26.43 | 30.51 | 29.07 | 17.42 | 48.46 | 2.28 | 2.52 | 25.77 | 3.06 | 42.93 |
| Draw Down(%) | NA | 20.54 | 20.54 | 27.48 | 30.61 | NA | NA | … | … | 20.54 | 0.00 | 1.98 | 0.00 | 27.48 | 16.13 | 23.98 | 0.00 | 15.51 | 0.00 | 0.00 | 1.05 | 0.00 | 4.29 |
| Yield(%) | 0.00 | 6.95 | 9.97 | 4.86 | 4.76 | 7.68 | 5.76 | … | … | 5.42 | 4.92 | 4.30 | 3.58 | 0.00 | 0.00 | 0.00 | 2.18 | 2.50 | 2.25 | 2.13 | 2.87 | 3.01 | 3.93 |
Data as of 06/08/2026, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFBHF (Jungfraubahn Holding AG) |
-11.47%
Feb 2020 – Feb 2023 |
-5.14%
Feb 2018 – Feb 2023 |
6.56%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFBHF (Jungfraubahn Holding AG) |
51.90%
Apr 2023 – Apr 2026 |
22.84%
Dec 2020 – Dec 2025 |
16.30%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart