Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBARF (Julius Bär Gruppe AG) | 6.69% | 32.94% | 17.09% | 11.65% | 11.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/23/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBARF (Julius Bär Gruppe AG) | 02/23/2012 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.00 | 32.94 | 17.09 | 11.65 | 11.73 | NA | NA | … | … | 6.69 | 33.85 | 23.11 | 1.11 | -4.04 | 19.46 | 16.61 | 49.18 | -39.52 | 39.85 | -2.35 | 1.06 | -0.94 | 38.63 | -9.75 |
| Sharpe Ratio | NA | 0.63 | 0.31 | 0.23 | 0.27 | NA | NA | … | … | 0.39 | 0.67 | 0.45 | -0.07 | -0.12 | 1.32 | 0.31 | 1.44 | -1.39 | 2.72 | -0.08 | 0.04 | -0.04 | 1.42 | -0.43 |
| Standard Deviation(%) | NA | 43.17 | 43.70 | 41.30 | 37.63 | NA | NA | … | … | 45.33 | 46.48 | 43.24 | 36.17 | 47.50 | 14.71 | 53.18 | 33.10 | 29.53 | 14.49 | 31.19 | 28.65 | 22.16 | 27.23 | 26.59 |
| Draw Down(%) | NA | 21.96 | 31.46 | 32.32 | 60.85 | NA | NA | … | … | 21.96 | 24.97 | 16.94 | 32.32 | 27.58 | 8.31 | 51.01 | 22.22 | 49.14 | 3.70 | 19.18 | 25.14 | 20.71 | 10.12 | 19.83 |
| Yield(%) | 0.00 | 5.21 | 6.44 | 5.95 | 6.25 | 5.28 | 3.96 | … | … | 4.18 | 9.09 | 4.62 | 4.90 | 6.66 | 3.32 | 3.80 | 4.21 | 2.39 | 2.71 | 2.44 | 2.23 | 1.42 | 1.83 | 1.64 |
Data as of 06/04/2026, Common starting date is 02/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBARF (Julius Bär Gruppe AG) |
-8.55%
Mar 2017 – Mar 2020 |
-4.67%
Mar 2015 – Mar 2020 |
4.51%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBARF (Julius Bär Gruppe AG) |
31.14%
Apr 2020 – Apr 2023 |
20.08%
Mar 2020 – Mar 2025 |
12.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart