Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFEEF (JFE Holdings Inc) | -14.54% | -0.35% | 0.41% | 2.63% | 2.33% | -2.21% | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFEEF (JFE Holdings Inc) | 03/14/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.35 | 0.41 | 2.63 | 2.33 | -2.21 | NA | … | … | -14.54 | 27.81 | -26.36 | 49.07 | -9.79 | 38.15 | -24.77 | -41.83 | 23.62 | 47.76 | -14.46 | -25.88 | 1.10 | 22.82 | 6.31 | -38.79 |
| Sharpe Ratio | NA | -0.48 | -0.08 | -0.02 | 0.02 | NA | NA | … | … | -0.96 | 0.51 | -0.87 | 1.62 | -0.40 | 0.90 | -0.46 | -1.16 | 0.74 | 1.41 | -0.99 | -0.59 | 0.04 | 0.55 | 0.12 | -0.96 |
| Standard Deviation(%) | NA | 32.95 | 36.20 | 35.29 | 36.49 | NA | NA | … | … | 35.97 | 49.18 | 34.56 | 28.35 | 28.43 | 42.17 | 54.31 | 37.39 | 30.35 | 33.58 | 14.82 | 44.22 | 24.10 | 41.59 | 51.71 | 47.38 |
| Draw Down(%) | NA | 26.07 | 36.45 | 36.55 | 72.79 | NA | NA | … | … | 26.07 | 14.29 | 36.45 | 14.20 | 30.30 | 28.25 | 52.53 | 49.24 | 18.65 | 12.22 | 18.86 | 35.95 | 19.14 | 22.86 | 53.06 | 44.95 |
| Yield(%) | 0.00 | 4.82 | 5.97 | 6.25 | 4.68 | 2.08 | 1.36 | … | … | 2.12 | 2.07 | 6.61 | 8.12 | 7.44 | 6.52 | 0.00 | 2.70 | 4.43 | 3.31 | 0.56 | 2.31 | 1.71 | 2.22 | 0.69 | 1.07 |
Data as of 06/03/2026, Common starting date is 03/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFEEF (JFE Holdings Inc) |
-28.57%
Sep 2017 – Sep 2020 |
-20.75%
Apr 2015 – Apr 2020 |
-6.24%
Jul 2011 – Jul 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFEEF (JFE Holdings Inc) |
42.06%
Sep 2020 – Sep 2023 |
23.29%
Feb 2021 – Feb 2026 |
3.16%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart