Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGSHF (JG Summit Holdings Inc) | NA | -27.68% | -16.07% | -13.54% | -5.79% | 11.92% | NA | … | … |
Data as of 06/13/2024, Common starting date is 07/20/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGSHF (JG Summit Holdings Inc) | 07/20/2004 | 06/13/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -27.68 | -16.07 | -13.54 | -5.79 | 11.92 | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.80 | 0.22 | 0.11 | 0.10 | 0.66 | 1.88 | … | … |
Data as of 06/13/2024, Common starting date is 07/20/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGSHF (JG Summit Holdings Inc) |
-27.33%
Dec 2020 – Dec 2023 |
-16.56%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGSHF (JG Summit Holdings Inc) |
331.45%
Jan 2012 – Jan 2015 |
136.37%
Nov 2011 – Nov 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart