Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPO | -2.84% | 12.73% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/12/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPO | 09/12/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | 12.73 | NA | NA | NA | NA | NA | … | … | -2.84 | 22.26 | 13.98 | 5.08 |
| Sharpe Ratio | NA | 0.67 | NA | NA | NA | NA | NA | … | … | -0.41 | 0.90 | 0.60 | 1.12 |
| Standard Deviation(%) | NA | 18.74 | NA | NA | NA | NA | NA | … | … | 20.99 | 21.63 | 17.37 | 12.57 |
| Draw Down(%) | NA | 14.20 | NA | NA | NA | NA | NA | … | … | 14.20 | 24.80 | 10.64 | 9.93 |
| Yield(%) | 0.45 | 27.96 | 21.15 | 12.69 | 6.35 | 4.23 | 3.17 | … | … | 10.81 | 30.25 | 22.58 | 4.84 |
Data as of 06/09/2026, Common starting date is 09/12/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPO (JPO) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPO (JPO) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart