Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBAXY (Julius Baer Group Ltd) | 11.17% | 36.09% | 15.67% | 9.20% | 11.19% | 8.43% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBAXY (Julius Baer Group Ltd) | 04/27/2010 | 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.13 | 36.09 | 15.67 | 9.20 | 11.19 | 8.43 | NA | … | … | 11.17 | 27.87 | 21.88 | -0.22 | -8.33 | 19.92 | 19.21 | 50.41 | -40.66 | 41.34 | -6.19 | 9.18 | -4.68 | 39.19 | -3.92 | -16.52 | 31.75 |
| Sharpe Ratio | NA | 1.06 | 0.39 | 0.20 | 0.30 | NA | NA | … | … | 0.59 | 0.83 | 0.73 | -0.12 | -0.26 | 0.82 | 0.40 | 1.83 | -1.83 | 2.21 | -0.22 | 0.31 | -0.22 | 1.66 | -0.12 | -0.37 | 1.27 |
| Standard Deviation(%) | NA | 27.32 | 29.35 | 31.07 | 30.70 | NA | NA | … | … | 34.08 | 30.42 | 25.03 | 32.81 | 37.58 | 24.25 | 46.84 | 26.80 | 23.06 | 18.48 | 29.72 | 29.28 | 21.50 | 23.66 | 32.89 | 44.42 | 38.85 |
| Draw Down(%) | NA | 21.11 | 31.67 | 39.70 | 60.91 | NA | NA | … | … | 21.11 | 22.83 | 12.07 | 31.67 | 36.68 | 15.96 | 51.57 | 23.20 | 49.39 | 7.24 | 22.06 | 25.15 | 20.86 | 10.86 | 24.48 | 35.36 | 23.78 |
| Yield(%) | 0.00 | 5.23 | 5.09 | 4.44 | 5.42 | 4.55 | 4.19 | … | … | 4.23 | 4.95 | 5.45 | 4.85 | 4.22 | 3.33 | 4.59 | 4.24 | 2.47 | 2.60 | 2.42 | 2.31 | 1.49 | 1.84 | 4.97 | 1.36 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBAXY (Julius Baer Group Ltd) |
-9.24%
Mar 2017 – Mar 2020 |
-4.80%
Mar 2015 – Mar 2020 |
3.37%
Oct 2010 – Oct 2020 |
6.82%
Oct 2010 – Oct 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBAXY (Julius Baer Group Ltd) |
31.92%
Mar 2020 – Mar 2023 |
20.67%
Mar 2020 – Mar 2025 |
12.25%
Feb 2016 – Feb 2026 |
9.66%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart