Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSNSF (J Sainsbury plc) | 4.16% | 21.69% | 15.62% | 9.96% | 6.49% | 3.24% | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSNSF (J Sainsbury plc) | 10/18/2010 | 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 (%) | 10.00 | 21.69 | 15.62 | 9.96 | 6.49 | 3.24 | NA | … | … | 4.16 | 45.58 | -7.92 | 46.45 | -21.41 | 18.53 | 8.22 | -3.09 | 5.98 | 10.10 | -20.28 | 12.60 | -34.21 | 12.96 | 23.43 | -22.23 | -0.86 |
| Sharpe Ratio | NA | 0.29 | 0.20 | 0.14 | 0.10 | NA | NA | … | … | 0.11 | 0.56 | -0.20 | 1.35 | -0.63 | 0.45 | 0.17 | -0.09 | 0.14 | 0.31 | -0.44 | 0.31 | -0.97 | 0.45 | 0.71 | -0.54 | -0.10 |
| Standard Deviation(%) | NA | 65.76 | 61.96 | 53.42 | 48.03 | NA | NA | … | … | 67.65 | 76.91 | 56.41 | 32.06 | 36.41 | 41.25 | 48.00 | 48.85 | 32.92 | 30.35 | 46.43 | 40.36 | 35.18 | 28.94 | 33.44 | 41.03 | 43.78 |
| Draw Down(%) | NA | 17.59 | 33.41 | 56.34 | 56.34 | NA | NA | … | … | 16.84 | 26.12 | 27.94 | 20.98 | 50.46 | 23.52 | 30.39 | 38.74 | 24.53 | 19.84 | 32.23 | 21.99 | 39.84 | 11.24 | 13.92 | 37.99 | 13.82 |
| Yield(%) | 0.00 | 8.23 | 5.79 | 5.14 | 3.99 | 3.10 | 2.15 | … | … | 0.00 | 8.68 | 2.64 | 6.30 | 4.35 | 5.97 | 4.63 | 4.28 | 3.93 | 4.17 | 4.44 | 5.52 | 5.30 | 3.28 | 3.71 | 0.88 | 0.79 |
Data as of 06/05/2026, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSNSF (J Sainsbury plc) |
-19.91%
Nov 2013 – Nov 2016 |
-11.20%
May 2014 – May 2019 |
-5.86%
Sep 2012 – Sep 2022 |
2.43%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSNSF (J Sainsbury plc) |
35.93%
Sep 2022 – Sep 2025 |
18.13%
Oct 2020 – Oct 2025 |
8.26%
Jan 2016 – Jan 2026 |
3.90%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart