Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGSMY (JG Summit Holdings Inc ADR) | NA | -57.74% | -30.29% | -16.51% | -10.33% | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 05/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGSMY (JG Summit Holdings Inc ADR) | 05/30/2014 | 05/29/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -57.74 | -30.29 | -16.51 | -10.33 | NA | NA | … | … | -19.65 | -46.96 | 12.95 | -29.15 | -22.83 | 31.09 | -4.25 | 0.45 | 0.45 | 0.41 | 0.37 | 12.85 |
| Sharpe Ratio | NA | -0.81 | -0.52 | -0.27 | -0.24 | NA | NA | … | … | -1.20 | -0.71 | 0.13 | -0.74 | -0.30 | 0.38 | -1.15 | -2.06 | -0.45 | 0.48 | 0.92 | 1.49 |
| Standard Deviation(%) | NA | 74.91 | 63.96 | 67.78 | 49.77 | NA | NA | … | … | 37.47 | 70.85 | 70.59 | 41.37 | 77.34 | 80.71 | 4.98 | 0.45 | 0.45 | 0.41 | 0.37 | 15.18 |
| Draw Down(%) | NA | 58.48 | 66.72 | 75.29 | 75.29 | NA | NA | … | … | 21.05 | 50.67 | 28.37 | 30.77 | 29.69 | 35.42 | 4.82 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.43 | 0.76 | 0.53 | 0.43 | 0.32 | … | … | 0.00 | 0.83 | 0.91 | 0.68 | 0.56 | 0.66 | 0.58 | 0.45 | 0.45 | 0.41 | 0.37 | 0.42 |
Data as of 05/29/2025, Common starting date is 05/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGSMY (JG Summit Holdings Inc ADR) |
-24.85%
Aug 2021 – Aug 2024 |
-19.45%
Feb 2020 – Feb 2025 |
-8.35%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGSMY (JG Summit Holdings Inc ADR) |
8.04%
Dec 2017 – Dec 2020 |
4.93%
Dec 2015 – Dec 2020 |
-1.08%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart