Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRONY (Jeronimo Martins SGPS SA ADR) | -11.21% | -14.56% | -4.11% | 4.29% | 5.58% | 3.68% | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRONY (Jeronimo Martins SGPS SA ADR) | 01/21/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.18 | -14.56 | -4.11 | 4.29 | 5.58 | 3.68 | NA | … | … | -11.21 | 28.04 | -22.44 | 21.08 | -1.74 | 37.74 | 4.35 | 47.47 | -37.76 | 28.97 | 21.02 | 37.50 | -47.33 | 2.38 | 22.02 | 6.28 | 62.25 |
| Sharpe Ratio | NA | -0.68 | -0.26 | 0.06 | 0.14 | NA | NA | … | … | -0.97 | 0.98 | -0.78 | 0.69 | -0.11 | 1.55 | 0.13 | 1.97 | -1.35 | 1.62 | 0.75 | 1.17 | -1.46 | 0.09 | 0.84 | 0.17 | 1.74 |
| Standard Deviation(%) | NA | 25.18 | 28.85 | 28.28 | 27.11 | NA | NA | … | … | 27.63 | 25.71 | 33.44 | 25.43 | 29.99 | 24.34 | 31.87 | 23.37 | 29.14 | 17.54 | 27.77 | 32.01 | 32.48 | 27.64 | 26.23 | 35.97 | 38.11 |
| Draw Down(%) | NA | 21.95 | 42.86 | 42.86 | 44.55 | NA | NA | … | … | 19.62 | 14.58 | 32.93 | 31.34 | 24.73 | 14.67 | 20.17 | 10.13 | 44.55 | 13.16 | 18.88 | 17.68 | 54.50 | 22.46 | 29.07 | 27.69 | 20.64 |
| Yield(%) | 0.00 | 3.09 | 2.79 | 3.66 | 3.76 | 3.05 | 4.56 | … | … | 3.18 | 3.44 | 2.79 | 2.82 | 3.62 | 2.00 | 2.42 | 3.17 | 3.87 | 4.17 | 2.70 | 6.66 | 2.19 | 1.95 | 4.12 | 0.00 | 4.69 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JRONY (Jeronimo Martins SGPS SA ADR) |
-19.05%
Oct 2011 – Oct 2014 |
-6.94%
Nov 2013 – Nov 2018 |
2.52%
Feb 2011 – Feb 2021 |
3.90%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRONY (Jeronimo Martins SGPS SA ADR) |
36.74%
Apr 2010 – Apr 2013 |
20.32%
Dec 2018 – Dec 2023 |
11.87%
Oct 2014 – Oct 2024 |
10.30%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart