Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JCDXF (JCDecaux SA) 21.98% 27.24% 3.11% -5.20% -5.06% -1.36% NA
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
Name Start Date End Date
JCDXF (JCDecaux SA) 02/17/2009 06/03/2026
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 (%) -3.23 27.24 3.11 -5.20 -5.06 -1.36 NA 21.98 12.11 -16.31 4.92 -28.22 12.92 -27.48 11.61 -29.50 37.57 -22.29 14.01 -8.59 64.47 -6.32 -14.19 34.67 42.86
Sharpe Ratio NA 1.16 0.03 -0.15 -0.17 NA NA 2.11 0.34 -0.57 0.02 -0.67 0.36 -0.46 0.43 -0.95 1.64 -0.71 0.53 -0.38 2.12 -0.20 -0.60 1.44 0.98
Standard Deviation(%) NA 24.96 33.73 36.96 37.00 NA NA 34.90 27.46 40.70 33.36 44.45 36.03 60.43 23.75 32.34 22.69 31.84 26.31 22.46 30.33 31.56 23.69 23.95 51.10
Draw Down(%) NA 9.15 32.96 62.77 73.29 NA NA 9.15 15.01 32.96 30.23 55.27 23.61 50.00 22.89 39.96 10.34 42.81 20.83 31.62 6.30 30.08 26.64 12.30 36.38
Yield(%) 0.00 0.00 0.95 0.40 0.60 1.09 1.68 0.00 3.79 0.00 0.00 0.00 0.00 0.00 2.09 1.65 2.09 1.64 1.63 1.71 1.85 2.15 0.00 0.00 0.00
Data as of 06/03/2026, 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
JCDXF (JCDecaux SA) -24.80%
Oct 2017 – Oct 2020
-20.13%
Sep 2017 – Sep 2022
-7.67%
Feb 2015 – Feb 2025
-2.73%
Nov 2010 – Nov 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JCDXF (JCDecaux SA) 38.80%
Mar 2009 – Mar 2012
31.62%
Mar 2009 – Mar 2014
11.88%
Mar 2009 – Mar 2019
4.53%
Mar 2009 – Mar 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return