Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHX (James Hardie Industries plc) | 9.20% | -14.88% | -4.08% | -7.14% | 5.21% | 11.81% | 8.91% | … | … |
Data as of 06/05/2026, Common starting date is 01/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHX (James Hardie Industries plc) | 01/03/2000 | 06/05/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.66 | -14.88 | -4.08 | -7.14 | 5.21 | 11.81 | 8.91 | … | … | 9.20 | -31.71 | -18.70 | 115.55 | -55.39 | 41.66 | 51.02 | 71.62 | -31.53 | 13.54 | 28.67 | 21.05 | 1.45 | 23.91 | 47.12 | -0.16 | -7.67 | 133.78 | -41.09 | -22.30 | 17.98 | 26.89 | 2.08 | 47.50 | 31.62 | 49.77 | -24.54 |
| Sharpe Ratio | NA | -0.29 | -0.15 | -0.21 | 0.09 | NA | NA | … | … | 0.41 | -0.55 | -0.64 | 3.04 | -1.36 | 1.53 | 0.82 | 2.59 | -0.97 | 0.57 | 0.94 | 0.60 | 0.05 | 0.74 | 1.53 | 0.00 | -0.18 | 2.16 | -0.60 | -0.69 | 0.48 | 0.80 | 0.04 | 1.76 | 1.06 | 0.78 | -0.48 |
| Standard Deviation(%) | NA | 60.80 | 49.63 | 44.82 | 41.26 | NA | NA | … | … | 48.96 | 63.24 | 39.77 | 37.05 | 41.88 | 27.20 | 61.67 | 27.07 | 33.76 | 22.77 | 30.22 | 34.82 | 27.60 | 32.13 | 31.03 | 45.00 | 42.65 | 61.99 | 69.85 | 37.02 | 30.86 | 31.08 | 30.54 | 26.67 | 28.80 | 61.79 | 60.18 |
| Draw Down(%) | NA | 43.73 | 60.26 | 60.26 | 60.26 | NA | NA | … | … | 32.38 | 51.80 | 27.15 | 21.23 | 57.36 | 13.16 | 56.76 | 9.98 | 43.53 | 19.52 | 18.78 | 25.09 | 26.46 | 21.90 | 15.90 | 28.89 | 44.25 | 43.49 | 65.54 | 32.17 | 31.55 | 20.66 | 33.78 | 12.81 | 18.93 | 39.40 | 38.24 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.42 | 1.86 | 5.69 | 4.45 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.74 | 3.71 | 0.00 | 3.36 | 2.25 | 2.36 | 3.16 | 4.57 | 7.78 | 4.57 | 6.06 | 0.56 | 0.00 | 0.00 | 1.42 | 3.54 | 1.37 | 1.93 | 0.58 | 9.91 | 8.01 | 12.98 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHX (James Hardie Industries plc) |
-30.73%
Feb 2006 – Feb 2009 |
-15.24%
Feb 2004 – Feb 2009 |
4.86%
Mar 2016 – Mar 2026 |
8.26%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHX (James Hardie Industries plc) |
56.87%
Feb 2009 – Feb 2012 |
47.33%
Feb 2009 – Feb 2014 |
24.74%
Sep 2011 – Sep 2021 |
24.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart