Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JBL (Jabil Inc.) | 54.58% | 93.83% | 62.00% | 46.32% | 28.36% | 21.08% | 11.61% | 19.52% |
Data as of 07/17/2025, AR inception is 05/03/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBL (Jabil Inc.) | 05/03/1993 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.57 | 93.83 | 62.00 | 46.32 | 28.36 | 21.08 | 11.61 | 19.52 | 54.58 | 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 | 2.34 | 1.60 | 1.29 | 0.73 | NA | NA | 0.31 | 2.98 | 0.17 | 2.36 | -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 | -0.98 | -0.91 | 1.70 | -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 | 39.08 | 37.39 | 36.13 | 36.33 | NA | NA | 56.35 | 42.87 | 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 | 32.54 | 36.83 | 36.83 | 57.34 | NA | NA | 94.93 | 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 | 0.28 | 0.61 | 0.94 | 1.64 | 2.16 | 0.94 | 19.74 | 0.11 | 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 07/17/2025, AR inception 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