Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JELCF (Johnson Electric Holdings Limited) | -2.29% | 63.47% | 53.47% | 9.60% | 6.10% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JELCF (Johnson Electric Holdings Limited) | 09/15/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 63.47 | 53.47 | 9.60 | 6.10 | NA | NA | … | … | -2.29 | 151.52 | -5.72 | 81.16 | -54.89 | -13.48 | 13.48 | 15.80 | -49.55 | 52.33 | -19.00 | -11.25 | 1.58 |
| Sharpe Ratio | NA | 1.29 | 1.07 | 0.15 | 0.11 | NA | NA | … | … | -3.23 | 2.13 | -0.38 | 1.39 | -1.64 | -0.31 | 0.39 | 0.36 | -1.20 | 1.95 | -0.64 | -0.73 | 0.85 |
| Standard Deviation(%) | NA | 47.03 | 46.95 | 47.20 | 41.83 | NA | NA | … | … | 2.48 | 70.20 | 24.51 | 56.42 | 34.37 | 43.25 | 33.81 | 40.10 | 42.47 | 26.64 | 30.18 | 15.35 | 6.37 |
| Draw Down(%) | NA | 23.52 | 23.52 | 65.52 | 76.61 | NA | NA | … | … | 2.29 | 22.22 | 18.63 | 22.30 | 55.86 | 32.24 | 28.25 | 30.94 | 52.19 | 10.62 | 30.95 | 21.50 | 1.56 |
| Yield(%) | 0.00 | 3.63 | 6.73 | 2.31 | 2.17 | 1.09 | 0.82 | … | … | 0.00 | 5.49 | 4.86 | 6.65 | 1.95 | 1.59 | 0.90 | 3.03 | 1.01 | 2.26 | 1.79 | 1.56 | 0.53 |
Data as of 06/03/2026, Common starting date is 09/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JELCF (Johnson Electric Holdings Limited) |
-24.88%
Nov 2019 – Nov 2022 |
-23.73%
Jan 2018 – Jan 2023 |
-7.91%
Oct 2014 – Oct 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JELCF (Johnson Electric Holdings Limited) |
77.68%
Oct 2022 – Oct 2025 |
20.32%
Oct 2020 – Oct 2025 |
6.16%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart