Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JXHLY (Eneos Holdings Inc ADR) | -7.09% | 40.80% | 26.64% | 10.39% | 5.32% | 0.59% | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JXHLY (Eneos Holdings Inc ADR) | 01/21/2010 | 06/10/2026 |
| 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 (%) | -16.49 | 40.80 | 26.64 | 10.39 | 5.32 | 0.59 | NA | … | … | -7.09 | 40.11 | 51.87 | 18.32 | -13.82 | 7.65 | -23.26 | -11.20 | -20.86 | 53.82 | 2.41 | 5.73 | -22.71 | -9.36 | -4.92 | -5.22 | 27.30 |
| Sharpe Ratio | NA | 0.82 | 0.42 | 0.17 | 0.11 | NA | NA | … | … | 0.14 | 0.49 | 0.64 | 0.42 | -0.39 | 0.21 | -0.44 | -0.37 | -0.53 | 2.08 | 0.08 | 0.23 | -0.74 | -0.52 | -0.32 | -0.15 | 0.42 |
| Standard Deviation(%) | NA | 74.66 | 69.68 | 58.64 | 49.55 | NA | NA | … | … | 79.79 | 77.99 | 71.70 | 33.55 | 38.77 | 37.11 | 53.19 | 33.87 | 42.10 | 25.73 | 27.35 | 24.79 | 30.88 | 18.20 | 15.57 | 34.47 | 68.65 |
| Draw Down(%) | NA | 24.10 | 32.98 | 32.98 | 65.58 | NA | NA | … | … | 24.10 | 32.98 | 21.40 | 18.52 | 27.31 | 24.19 | 44.91 | 31.19 | 36.43 | 14.83 | 17.79 | 19.71 | 31.59 | 16.54 | 19.32 | 24.85 | 38.07 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| JXHLY (Eneos Holdings Inc ADR) |
-18.60%
Dec 2017 – Dec 2020 |
-13.39%
Jun 2018 – Jun 2023 |
-7.45%
Mar 2010 – Mar 2020 |
-2.02%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXHLY (Eneos Holdings Inc ADR) |
41.70%
Feb 2023 – Feb 2026 |
17.50%
Feb 2021 – Feb 2026 |
9.62%
Feb 2016 – Feb 2026 |
2.18%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart