Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBFCY (Jollibee Foods Corp ADR) | -26.28% | -44.72% | -17.52% | -10.15% | -6.62% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/31/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBFCY (Jollibee Foods Corp ADR) | 07/31/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.59 | -44.72 | -17.52 | -10.15 | -6.62 | NA | NA | … | … | -26.28 | -29.12 | -2.08 | 11.10 | -2.03 | 5.58 | -5.77 | -20.05 | 13.39 | 36.07 | -19.66 | 1.30 | 16.02 | 16.29 |
| Sharpe Ratio | NA | -1.03 | -0.43 | -0.28 | -0.20 | NA | NA | … | … | -1.19 | -0.53 | -0.11 | 0.24 | -0.07 | 0.16 | -0.10 | -0.59 | 0.34 | 1.22 | -0.67 | 0.06 | 0.74 | 1.32 |
| Standard Deviation(%) | NA | 47.16 | 51.33 | 48.35 | 44.34 | NA | NA | … | … | 51.18 | 60.35 | 50.92 | 30.76 | 50.22 | 35.61 | 60.82 | 36.21 | 35.13 | 29.22 | 29.65 | 22.09 | 21.69 | 32.72 |
| Draw Down(%) | NA | 51.85 | 55.83 | 56.41 | 71.80 | NA | NA | … | … | 43.84 | 35.89 | 26.11 | 24.10 | 28.35 | 19.43 | 59.02 | 40.48 | 17.42 | 14.47 | 33.63 | 27.69 | 17.38 | 9.44 |
| Yield(%) | 0.00 | 1.40 | 1.24 | 1.15 | 0.89 | 1.14 | 0.86 | … | … | 0.71 | 1.35 | 1.12 | 1.01 | 1.00 | 0.84 | 0.63 | 0.91 | 0.97 | 1.17 | 0.82 | 0.83 | 0.95 | 1.74 |
Data as of 06/04/2026, Common starting date is 07/31/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBFCY (Jollibee Foods Corp ADR) |
-18.63%
May 2017 – May 2020 |
-14.48%
Mar 2015 – Mar 2020 |
-6.79%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBFCY (Jollibee Foods Corp ADR) |
26.15%
May 2020 – May 2023 |
16.06%
Mar 2020 – Mar 2025 |
3.70%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart