Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUHDF | NA | 14.74% | 11.00% | NA | NA | NA | NA | … | … |
Data as of 11/10/2023, Common starting date is 12/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUHDF | 12/31/2019 | 11/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.39 | 14.74 | 11.00 | NA | NA | NA | NA | … | … | 7.58 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.46 | 0.18 | NA | NA | NA | NA | … | … | 0.57 | 0.00 | 0.00 | 0.00 | NA |
| Standard Deviation(%) | NA | 7.32 | 4.22 | NA | NA | NA | NA | … | … | 7.88 | NA | NA | NA | 0.00 |
| Draw Down(%) | NA | 0.00 | 0.00 | NA | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 4.04 | 7.13 | 5.99 | 2.99 | 2.00 | 1.50 | … | … | 6.55 | 9.28 | 8.07 | 8.54 | 0.00 |
Data as of 11/10/2023, Common starting date is 12/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUHDF (JUHDF) |
8.06%
May 2020 – May 2023 |
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 |
|---|---|---|---|---|
| JUHDF (JUHDF) |
10.88%
Aug 2020 – Aug 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart