Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JFWD (Jacob Forward ETF) | NA | 13.46% | -13.95% | NA | NA | NA | NA | -14.39% |
Data as of 12/24/2024, AR inception is 07/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFWD (Jacob Forward ETF) | 07/15/2021 | 12/24/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.45 | 13.46 | -13.95 | NA | NA | NA | NA | -14.39 | 14.66 | 34.63 | -56.53 | -6.49 |
| Sharpe Ratio | NA | 0.29 | -0.42 | NA | NA | NA | NA | -0.38 | 0.26 | 0.96 | -0.96 | -0.39 |
| Standard Deviation(%) | NA | 31.62 | 43.45 | NA | NA | NA | NA | 42.41 | 31.73 | 31.88 | 60.28 | 34.52 |
| Draw Down(%) | NA | 19.54 | 63.79 | NA | NA | NA | NA | 70.04 | 19.54 | 30.61 | 59.23 | 25.11 |
| Yield(%) | 0.00 | 0.40 | 0.07 | 0.11 | 0.06 | 0.04 | 0.03 | 0.19 | 0.40 | 0.00 | 0.00 | 0.35 |
Data as of 12/24/2024, AR inception is 07/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFWD (Jacob Forward ETF) |
-20.38%
Oct 2021 - Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFWD (Jacob Forward ETF) |
-12.75%
Nov 2021 - Nov 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart