Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBFCF (Jollibee Foods Corporation) | -27.25% | -44.54% | -15.11% | -3.50% | -3.86% | 4.38% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBFCF (Jollibee Foods Corporation) | 02/17/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.43 | -44.54 | -15.11 | -3.50 | -3.86 | 4.38 | NA | … | … | -27.25 | -29.12 | 4.16 | 53.00 | -10.23 | 14.05 | -5.31 | -23.66 | 12.95 | 35.33 | -17.23 | -0.80 | 18.88 | 67.27 | 23.37 | 3.55 | 76.78 | 32.56 |
| Sharpe Ratio | NA | -0.99 | -0.32 | -0.10 | -0.11 | NA | NA | … | … | -1.21 | -0.41 | 0.01 | 0.88 | -0.21 | 0.36 | -0.10 | -0.68 | 0.32 | 1.23 | -0.58 | -0.03 | 0.57 | 1.45 | 0.60 | 0.05 | 1.24 | 1.16 |
| Standard Deviation(%) | NA | 49.88 | 59.64 | 57.41 | 49.50 | NA | NA | … | … | 48.93 | 78.61 | 47.61 | 56.90 | 55.74 | 38.49 | 58.28 | 36.91 | 36.59 | 28.26 | 30.05 | 30.55 | 33.23 | 46.42 | 38.99 | 66.18 | 61.95 | 32.62 |
| Draw Down(%) | NA | 47.11 | 52.24 | 52.24 | 67.42 | NA | NA | … | … | 40.06 | 36.88 | 27.89 | 25.77 | 30.03 | 17.75 | 53.26 | 40.85 | 22.14 | 18.89 | 31.56 | 30.41 | 17.72 | 17.33 | 24.88 | 23.90 | 24.22 | 13.21 |
| Yield(%) | 0.00 | 1.35 | 1.11 | 6.39 | 2.85 | 5.83 | 10.53 | … | … | 0.68 | 0.77 | 1.12 | 27.10 | 1.00 | 0.82 | 0.62 | 0.91 | 1.00 | 1.01 | 0.89 | 0.85 | 1.04 | 3.61 | 2.38 | 0.98 | 4.39 | 2.33 |
Data as of 06/04/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBFCF (Jollibee Foods Corporation) |
-16.87%
May 2017 – May 2020 |
-13.95%
Mar 2015 – Mar 2020 |
-4.28%
May 2016 – May 2026 |
4.00%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBFCF (Jollibee Foods Corporation) |
45.02%
Mar 2009 – Mar 2012 |
38.23%
Jan 2010 – Jan 2015 |
22.67%
Mar 2009 – Mar 2019 |
15.07%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart