Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SJMHY (SJM Holdings Ltd ADR) | -42.14% | -28.68% | -16.14% | -27.33% | -9.94% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/13/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SJMHY (SJM Holdings Ltd ADR) | 05/13/2015 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -28.68 | -16.14 | -27.33 | -9.94 | NA | NA | … | … | -42.14 | 26.19 | 12.50 | -49.32 | -13.33 | -43.83 | 0.00 | 28.25 | -2.21 | 16.77 | 17.42 | -48.94 |
| Sharpe Ratio | NA | -0.42 | -0.29 | -0.48 | -0.21 | NA | NA | … | … | -1.05 | 0.34 | 0.08 | -1.58 | -0.22 | -0.77 | 0.00 | 0.67 | -0.09 | 0.60 | 0.61 | -1.25 |
| Standard Deviation(%) | NA | 74.75 | 65.33 | 63.25 | 54.72 | NA | NA | … | … | 71.18 | 68.97 | 75.08 | 34.04 | 66.26 | 56.93 | 65.59 | 39.82 | 40.35 | 26.80 | 28.24 | 51.95 |
| Draw Down(%) | NA | 42.14 | 47.73 | 80.71 | 83.39 | NA | NA | … | … | 42.14 | 27.41 | 35.95 | 55.91 | 57.40 | 57.92 | 43.87 | 25.60 | 37.29 | 23.36 | 15.09 | 50.00 |
| 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 |
Data as of 06/08/2026, Common starting date is 05/13/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJMHY (SJM Holdings Ltd ADR) |
-39.00%
Mar 2021 – Mar 2024 |
-27.65%
May 2021 – May 2026 |
-12.58%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJMHY (SJM Holdings Ltd ADR) |
23.80%
Jul 2016 – Jul 2019 |
12.87%
Mar 2016 – Mar 2021 |
-4.94%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart