Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMHSF | -74.75% | -74.43% | -35.51% | -22.89% | -11.72% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMHSF | 03/04/2013 | 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 | -74.43 | -35.51 | -22.89 | -11.72 | NA | NA | … | … | -74.75 | 1.86 | 3.03 | 1.69 | 1.16 | 0.00 | 0.00 | 0.83 | 0.00 | 2.73 | 2.56 | 48.46 | 7.94 | 3.14 |
| Sharpe Ratio | NA | -0.54 | -0.48 | -0.40 | -0.30 | NA | NA | … | … | -0.44 | -0.74 | -0.32 | -1.52 | -0.23 | 0.00 | 0.00 | -0.78 | 0.00 | 1.00 | 1.21 | 1.36 | 1.07 | 0.22 |
| Standard Deviation(%) | NA | 142.70 | 81.51 | 62.98 | 44.44 | NA | NA | … | … | 223.58 | 1.39 | 1.81 | 1.30 | 1.16 | NA | NA | 0.83 | NA | 2.08 | 1.93 | 35.59 | 7.39 | 16.72 |
| Draw Down(%) | NA | 75.36 | 75.36 | 75.36 | 75.36 | NA | NA | … | … | 75.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.25 | 2.20 | 10.96 |
| Yield(%) | 0.00 | 1.85 | 2.21 | 1.65 | 1.35 | 2.32 | 1.74 | … | … | 0.59 | 1.83 | 2.99 | 1.69 | 1.15 | 0.00 | 0.00 | 0.82 | 0.00 | 2.67 | 2.50 | 5.60 | 3.11 | 5.32 |
Data as of 06/08/2026, Common starting date is 03/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMHSF (JMHSF) |
-35.93%
Mar 2023 – Mar 2026 |
-23.27%
Mar 2021 – Mar 2026 |
-11.87%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMHSF (JMHSF) |
21.84%
Jul 2013 – Jul 2016 |
13.60%
Jul 2013 – Jul 2018 |
6.84%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart