Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMPLY (Johnson Matthey PLC) | -2.70% | 24.17% | 12.55% | -5.36% | -1.58% | 1.79% | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMPLY (Johnson Matthey PLC) | 01/21/2010 | 06/09/2026 |
| 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 (%) | -2.58 | 24.17 | 12.55 | -5.36 | -1.58 | 1.79 | NA | … | … | -2.70 | 81.14 | -20.95 | -11.07 | -3.62 | -15.14 | -14.63 | 19.14 | -13.31 | 7.63 | -7.27 | -21.07 | -0.80 | 41.03 | 46.07 | -7.93 | 30.46 |
| Sharpe Ratio | NA | 0.79 | 0.30 | -0.19 | -0.06 | NA | NA | … | … | -0.05 | 2.18 | -0.82 | -0.50 | -0.12 | -0.36 | -0.31 | 0.49 | -0.36 | 0.22 | -0.20 | -0.64 | -0.04 | 1.80 | 1.45 | -0.21 | 0.98 |
| Standard Deviation(%) | NA | 31.45 | 34.31 | 36.52 | 37.66 | NA | NA | … | … | 40.61 | 36.03 | 29.87 | 29.46 | 42.60 | 42.57 | 47.62 | 35.74 | 40.95 | 31.22 | 38.15 | 32.93 | 23.24 | 22.80 | 32.04 | 38.39 | 32.94 |
| Draw Down(%) | NA | 28.34 | 35.79 | 63.67 | 65.05 | NA | NA | … | … | 28.34 | 25.37 | 27.01 | 38.09 | 33.80 | 45.42 | 48.71 | 25.98 | 34.13 | 14.63 | 26.57 | 31.61 | 21.63 | 15.05 | 17.24 | 30.34 | 24.11 |
| Yield(%) | 2.57 | 4.51 | 5.51 | 2.53 | 2.37 | 3.65 | 3.59 | … | … | 2.51 | 6.25 | 4.62 | 3.73 | 3.40 | 2.95 | 1.56 | 3.19 | 2.64 | 2.55 | 8.92 | 1.44 | 1.96 | 2.36 | 7.24 | 2.46 | 2.42 |
Data as of 06/09/2026, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMPLY (Johnson Matthey PLC) |
-20.75%
Feb 2021 – Feb 2024 |
-14.22%
Mar 2015 – Mar 2020 |
-8.77%
Dec 2014 – Dec 2024 |
-0.35%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMPLY (Johnson Matthey PLC) |
29.37%
Sep 2011 – Sep 2014 |
22.36%
May 2010 – May 2015 |
6.41%
Aug 2011 – Aug 2021 |
3.25%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart