Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPIN (PMXF Diversified Return Intl Ex-North America Equity) | 7.58% | 20.55% | 16.86% | 7.50% | 7.48% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPIN (PMXF Diversified Return Intl Ex-North America Equity) | 11/10/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.43 | 20.55 | 16.86 | 7.50 | 7.48 | NA | NA | … | … | 7.58 | 33.27 | 2.66 | 17.44 | -14.13 | 6.78 | 4.83 | 16.08 | -13.12 | 25.32 | 0.93 | 2.59 | -2.21 |
| Sharpe Ratio | NA | 1.27 | 1.01 | 0.33 | 0.36 | NA | NA | … | … | 0.83 | 2.20 | -0.08 | 1.11 | -0.82 | 0.57 | 0.15 | 1.32 | -1.03 | 3.53 | 0.04 | 0.14 | -1.30 |
| Standard Deviation(%) | NA | 13.83 | 13.73 | 14.55 | 16.13 | NA | NA | … | … | 17.57 | 13.86 | 12.33 | 12.55 | 18.93 | 11.91 | 30.55 | 11.04 | 14.09 | 7.03 | 16.91 | 17.83 | 11.50 |
| Draw Down(%) | NA | 10.41 | 12.31 | 29.61 | 36.68 | NA | NA | … | … | 10.41 | 11.14 | 11.05 | 9.75 | 27.65 | 8.39 | 34.74 | 8.99 | 19.95 | 2.94 | 9.31 | 13.59 | 4.45 |
| Yield(%) | 0.00 | 4.82 | 5.47 | 4.12 | 3.96 | 2.83 | 2.12 | … | … | 0.26 | 5.73 | 4.19 | 6.83 | 2.54 | 5.09 | 2.48 | 3.72 | 2.29 | 2.59 | 1.68 | 2.19 | 0.29 |
Data as of 06/09/2026, Common starting date is 11/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPIN (PMXF Diversified Return Intl Ex-North America Equity) |
-3.96%
Mar 2017 – Mar 2020 |
-2.36%
Sep 2017 – Sep 2022 |
4.12%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPIN (PMXF Diversified Return Intl Ex-North America Equity) |
21.12%
Sep 2022 – Sep 2025 |
10.83%
Oct 2020 – Oct 2025 |
8.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart