Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBSAY (JBS SA) | NA | 35.51% | 18.51% | 21.24% | 12.18% | 7.11% | NA | … | … |
Data as of 08/25/2025, Common starting date is 01/21/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBSAY (JBS SA) | 01/21/2010 | 08/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.68 | 35.51 | 18.51 | 21.24 | 12.18 | 7.11 | NA | … | … | 41.14 | 27.54 | 26.36 | -33.61 | 61.14 | -27.45 | 118.04 | 0.94 | -15.33 | 17.94 | -26.10 | 16.72 | 23.49 | -4.91 | -27.22 | -22.86 |
| Sharpe Ratio | NA | 0.67 | 0.36 | 0.47 | 0.21 | NA | NA | … | … | 1.39 | 0.63 | 0.59 | -0.85 | 1.52 | -0.42 | 2.42 | -0.01 | -0.25 | 0.25 | -0.62 | 0.35 | 0.57 | -0.11 | -0.46 | -0.52 |
| Standard Deviation(%) | NA | 46.09 | 41.88 | 40.74 | 51.54 | NA | NA | … | … | 48.87 | 38.13 | 38.54 | 41.31 | 40.18 | 66.02 | 48.10 | 47.36 | 63.96 | 71.90 | 41.91 | 48.39 | 41.45 | 46.29 | 58.78 | 46.37 |
| Draw Down(%) | NA | 23.72 | 44.47 | 58.65 | 59.59 | NA | NA | … | … | 16.72 | 17.98 | 26.79 | 50.51 | 14.89 | 54.61 | 24.25 | 32.05 | 54.53 | 34.29 | 45.59 | 22.56 | 32.75 | 47.78 | 57.10 | 36.20 |
| Yield(%) | 0.00 | 16.65 | 8.01 | 9.93 | 6.17 | 3.72 | 2.21 | … | … | 8.73 | 10.50 | 5.32 | 5.91 | 10.50 | 1.49 | 0.00 | 0.50 | 0.28 | 3.88 | 1.39 | 0.98 | 0.98 | 0.00 | 0.00 | 0.53 |
Data as of 08/25/2025, Common starting date is 01/21/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBSAY (JBS SA) |
-22.18%
Jun 2015 – Jun 2018 |
-6.53%
Sep 2013 – Sep 2018 |
-1.02%
Sep 2010 – Sep 2020 |
3.32%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBSAY (JBS SA) |
46.50%
Sep 2018 – Sep 2021 |
28.19%
May 2017 – May 2022 |
14.67%
Sep 2011 – Sep 2021 |
6.89%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison Chart