Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBL (Jabil Inc.) | 55.00% | 104.88% | 57.16% | 44.00% | 34.52% | 22.42% | 13.66% | … | … |
Data as of 06/05/2026, Common starting date is 05/03/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBL (Jabil Inc.) | 05/03/1993 | 06/05/2026 |
| 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 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.11 | 104.88 | 57.16 | 44.00 | 34.52 | 22.42 | 13.66 | … | … | 55.00 | 58.73 | 13.25 | 87.43 | -2.55 | 66.40 | 3.88 | 68.50 | -4.42 | 12.17 | 3.71 | 8.25 | 27.24 | -8.18 | -0.36 | -0.69 | 17.99 | 166.07 | -54.70 | -37.03 | -33.33 | 45.00 | -9.61 | 57.92 | -21.13 | -10.46 | -30.48 | 95.97 | 87.42 | 98.75 | 255.56 | 181.25 | -44.83 | -4.92 |
| Sharpe Ratio | NA | 2.77 | 1.36 | 1.15 | 0.91 | NA | NA | … | … | 4.52 | 1.39 | 0.25 | 2.38 | -0.11 | 2.25 | 0.06 | 2.19 | -0.20 | 0.50 | 0.11 | 0.29 | 1.11 | -0.24 | -0.01 | -0.01 | 0.38 | 2.38 | -0.74 | -0.99 | -0.91 | 1.69 | -0.30 | 1.36 | -0.30 | -0.14 | -0.38 | 1.44 | 1.26 | 1.25 | 2.97 | 1.90 | -0.59 | -0.12 |
| Standard Deviation(%) | NA | 41.15 | 40.73 | 37.61 | 37.09 | NA | NA | … | … | 47.18 | 40.27 | 38.36 | 35.65 | 36.70 | 29.49 | 58.43 | 30.65 | 28.69 | 23.13 | 32.85 | 28.22 | 24.47 | 34.74 | 34.98 | 49.72 | 46.67 | 69.65 | 75.39 | 40.83 | 40.40 | 25.22 | 35.49 | 42.08 | 73.23 | 96.06 | 90.50 | 64.49 | 66.53 | 75.79 | 83.65 | 93.16 | 80.71 | 80.22 |
| Draw Down(%) | NA | 17.86 | 36.83 | 36.83 | 57.34 | NA | NA | … | … | 13.14 | 32.54 | 36.83 | 17.82 | 28.94 | 10.57 | 57.13 | 20.81 | 30.65 | 16.31 | 26.87 | 28.59 | 16.78 | 34.56 | 36.87 | 38.53 | 43.58 | 57.88 | 71.40 | 47.29 | 48.95 | 14.74 | 39.78 | 26.68 | 56.23 | 61.21 | 68.11 | 31.86 | 56.33 | 54.55 | 44.44 | 51.38 | 57.53 | 38.46 |
| Yield(%) | 0.00 | 0.19 | 0.35 | 0.55 | 1.67 | 1.64 | 0.89 | … | … | 0.07 | 0.22 | 0.25 | 0.48 | 0.45 | 0.76 | 0.76 | 1.29 | 1.20 | 1.33 | 1.73 | 1.48 | 1.88 | 1.63 | 1.59 | 1.39 | 1.58 | 3.95 | 1.90 | 1.12 | 0.57 | 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 06/05/2026, Common starting date is 05/03/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBL (Jabil Inc.) |
-51.28%
Feb 2006 – Feb 2009 |
-31.00%
Feb 2004 – Feb 2009 |
-15.93%
Aug 2000 – Aug 2010 |
-6.59%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBL (Jabil Inc.) |
183.49%
Sep 1994 – Sep 1997 |
135.87%
Dec 1994 – Dec 1999 |
48.22%
Dec 1994 – Dec 2004 |
28.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart