Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCYCF (Jardine Cycle & Carriage Limited) | 13.46% | 49.32% | 6.66% | 12.80% | 1.63% | NA | NA | … | … |
Data as of 05/22/2026, Common starting date is 02/01/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCYCF (Jardine Cycle & Carriage Limited) | 02/01/2012 | 05/22/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.45 | 49.32 | 6.66 | 12.80 | 1.63 | NA | NA | … | … | 13.46 | 20.80 | -4.23 | -0.06 | 57.77 | 2.58 | -26.23 | -9.65 | -13.97 | 2.03 | 39.34 | -29.49 | 16.11 | -25.79 | 2.79 |
| Sharpe Ratio | NA | 1.70 | 0.13 | 0.38 | 0.00 | NA | NA | … | … | 1.28 | 0.71 | -0.24 | -0.21 | 1.84 | 0.10 | -0.22 | -0.91 | -0.45 | 0.10 | 0.85 | -1.11 | 0.90 | -0.83 | 0.13 |
| Standard Deviation(%) | NA | 27.47 | 26.24 | 27.18 | 46.98 | NA | NA | … | … | 27.57 | 25.34 | 32.11 | 17.46 | 30.71 | 25.02 | 121.58 | 12.21 | 34.44 | 14.09 | 46.25 | 26.50 | 17.96 | 31.02 | 23.76 |
| Draw Down(%) | NA | 8.93 | 26.61 | 26.61 | 62.81 | NA | NA | … | … | 8.93 | 15.76 | 17.71 | 11.71 | 8.81 | 14.53 | 48.94 | 13.61 | 31.03 | 11.71 | 26.49 | 39.42 | 11.35 | 40.33 | 17.73 |
| Yield(%) | 0.00 | 1.56 | 3.50 | 4.24 | 2.38 | 2.12 | 1.59 | … | … | 3.66 | 1.44 | 5.46 | 4.90 | 6.00 | 1.22 | 6.61 | 3.42 | 2.81 | 2.41 | 3.07 | 2.66 | 3.81 | 3.03 | 3.09 |
Data as of 05/22/2026, Common starting date is 02/01/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCYCF (Jardine Cycle & Carriage Limited) |
-27.17%
Mar 2017 – Mar 2020 |
-16.72%
Mar 2015 – Mar 2020 |
-4.79%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCYCF (Jardine Cycle & Carriage Limited) |
29.98%
Mar 2020 – Mar 2023 |
17.49%
Mar 2020 – Mar 2025 |
5.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart