Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHIUF (James Hardie Industries plc) | 8.00% | -7.75% | 0.98% | -6.52% | 5.76% | 12.48% | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHIUF (James Hardie Industries plc) | 06/10/2010 | 06/11/2026 |
| 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 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.09 | -7.75 | 0.98 | -6.52 | 5.76 | 12.48 | NA | … | … | 8.00 | -26.89 | -26.21 | 117.64 | -55.38 | 38.91 | 83.06 | 36.06 | -22.56 | 16.76 | 7.80 | 18.37 | 11.76 | 24.19 | 67.72 | 5.19 | -2.56 |
| Sharpe Ratio | NA | -0.34 | -0.07 | -0.16 | 0.05 | NA | NA | … | … | -0.19 | -0.32 | -0.38 | 2.61 | -1.26 | 1.30 | 0.86 | 1.24 | -0.90 | 0.85 | 0.39 | 0.72 | 0.91 | 0.98 | 1.98 | 0.15 | -0.18 |
| Standard Deviation(%) | NA | 57.17 | 78.71 | 67.30 | 58.21 | NA | NA | … | … | 47.83 | 93.48 | 87.17 | 43.98 | 45.26 | 29.85 | 95.60 | 27.86 | 26.57 | 19.16 | 19.31 | 25.35 | 12.96 | 24.53 | 34.48 | 35.43 | 25.94 |
| Draw Down(%) | NA | 37.21 | 58.14 | 58.14 | 58.14 | NA | NA | … | … | 24.53 | 48.76 | 40.48 | 16.50 | 55.95 | 9.69 | 53.32 | 10.78 | 33.78 | 10.52 | 17.65 | 13.87 | 10.17 | 14.08 | 2.99 | 26.36 | 13.33 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.44 | 1.79 | 6.18 | 4.28 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.75 | 3.72 | 0.00 | 2.40 | 2.45 | 2.65 | 2.52 | 4.79 | 7.82 | 3.35 | 7.14 | 0.63 | 0.00 |
Data as of 06/11/2026, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHIUF (James Hardie Industries plc) |
-10.51%
Dec 2021 – Dec 2024 |
-8.46%
May 2021 – May 2026 |
4.47%
Sep 2015 – Sep 2025 |
11.19%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHIUF (James Hardie Industries plc) |
57.78%
Jan 2019 – Jan 2022 |
35.22%
Aug 2011 – Aug 2016 |
27.71%
Sep 2011 – Sep 2021 |
13.87%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart