Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMHLY (Jardine Matheson Holdings Ltd PK) | -7.05% | 47.20% | 12.82% | 4.42% | 4.97% | 4.63% | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/31/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMHLY (Jardine Matheson Holdings Ltd PK) | 01/31/2008 | 06/11/2026 |
| 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 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.73 | 47.20 | 12.82 | 4.42 | 4.97 | 4.63 | NA | … | … | -7.05 | 75.12 | 5.59 | -14.91 | -4.53 | 1.07 | 5.55 | -17.75 | 16.64 | 12.10 | 17.93 | -18.47 | 17.68 | -13.18 | 34.23 | 10.08 | 49.28 | 67.05 | -25.51 |
| Sharpe Ratio | NA | 1.36 | 0.37 | 0.06 | 0.13 | NA | NA | … | … | -0.51 | 2.49 | 0.09 | -1.02 | -0.21 | 0.04 | 0.14 | -0.82 | 0.81 | 0.62 | 0.82 | -0.76 | 1.00 | -0.48 | 1.29 | 0.30 | 1.65 | 1.44 | -0.44 |
| Standard Deviation(%) | NA | 32.70 | 26.66 | 25.80 | 25.78 | NA | NA | … | … | 36.39 | 29.17 | 22.88 | 18.27 | 28.41 | 26.57 | 37.11 | 23.48 | 18.80 | 18.65 | 21.65 | 24.37 | 17.69 | 27.76 | 26.80 | 33.15 | 29.73 | 46.64 | 63.95 |
| Draw Down(%) | NA | 22.88 | 30.35 | 39.35 | 43.80 | NA | NA | … | … | 22.88 | 13.88 | 17.91 | 25.19 | 22.81 | 24.98 | 32.98 | 25.68 | 16.17 | 10.99 | 15.14 | 29.83 | 10.18 | 26.22 | 11.52 | 26.77 | 13.39 | 22.89 | 57.36 |
| Yield(%) | 0.00 | 5.39 | 4.57 | 3.51 | 3.50 | 3.40 | 5.65 | … | … | 2.60 | 5.43 | 5.49 | 4.40 | 3.83 | 3.10 | 3.04 | 2.51 | 2.66 | 2.69 | 2.98 | 2.38 | 2.63 | 2.17 | 2.56 | 2.54 | 3.14 | 3.92 | 2.65 |
Data as of 06/11/2026, Common starting date is 01/31/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMHLY (Jardine Matheson Holdings Ltd PK) |
-14.10%
Jun 2021 – Jun 2024 |
-7.28%
Jun 2019 – Jun 2024 |
-2.01%
Mar 2014 – Mar 2024 |
4.41%
Jul 2009 – Jul 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMHLY (Jardine Matheson Holdings Ltd PK) |
47.54%
Feb 2009 – Feb 2012 |
31.23%
Mar 2009 – Mar 2014 |
17.79%
Feb 2009 – Feb 2019 |
9.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart