Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JAXAF (Jaxsta Limited) 25.00% 25.00% 18.56% 10.76% NA NA NA
Data as of 06/03/2026, Common starting date is 06/18/2020
More Performance Analytics Comparison
Name Start Date End Date
JAXAF (Jaxsta Limited) 06/18/2020 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020
Annualized Return (%) 0.00 25.00 18.56 10.76 NA NA NA 25.00 0.00 -20.00 66.67 0.00 21.95 -1.60
Sharpe Ratio NA 1.00 0.42 -0.07 NA NA NA 2.00 0.00 -0.96 1.23 0.00 0.21 -1.37
Standard Deviation(%) NA 22.31 36.03 36.11 NA NA NA 35.07 NA 27.98 51.29 NA 111.92 2.20
Draw Down(%) NA 0.00 20.00 40.00 NA NA NA 0.00 0.00 20.00 0.00 0.00 40.00 1.60
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
Data as of 06/03/2026, Common starting date is 06/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JAXAF (Jaxsta Limited) -7.17%
Apr 2021 – Apr 2024
-4.36%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JAXAF (Jaxsta Limited) 26.67%
Dec 2020 – Dec 2023
10.21%
Jul 2020 – Jul 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return