Performance Comparison
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
