Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMPLF (Johnson Matthey Plc) | NA | -31.20% | -13.43% | -4.35% | -8.56% | NA | NA | … | … |
Data as of 04/08/2025, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMPLF (Johnson Matthey Plc) | 06/10/2010 | 04/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -31.20 | -13.43 | -4.35 | -8.56 | NA | NA | … | … | -11.71 | -19.50 | -10.40 | -4.92 | -14.22 | -13.83 | 18.42 | -12.87 | 7.78 | 6.86 | -24.52 | 0.45 | 40.75 | 42.15 | -8.55 | 43.00 |
| Sharpe Ratio | NA | -0.55 | -0.44 | -0.18 | -0.29 | NA | NA | … | … | -0.29 | -0.59 | -0.52 | -0.15 | -0.43 | -0.34 | 0.55 | -0.57 | 0.22 | 0.19 | -0.76 | 0.02 | 1.77 | 1.62 | -0.28 | 2.60 |
| Standard Deviation(%) | NA | 68.10 | 40.37 | 37.99 | 35.28 | NA | NA | … | … | 135.66 | 44.47 | 28.21 | 41.38 | 32.93 | 41.05 | 31.06 | 24.86 | 32.65 | 34.51 | 32.37 | 24.47 | 23.02 | 26.17 | 30.69 | 34.00 |
| Draw Down(%) | NA | 33.65 | 42.82 | 63.76 | 63.76 | NA | NA | … | … | 21.05 | 30.79 | 38.18 | 26.64 | 45.14 | 48.21 | 21.10 | 31.01 | 15.63 | 18.29 | 32.71 | 19.81 | 9.86 | 14.01 | 27.45 | 11.84 |
| Yield(%) | 0.00 | 3.11 | 3.38 | 4.03 | 2.14 | 4.55 | 3.41 | … | … | 0.00 | 3.21 | 3.80 | 3.45 | 2.99 | 2.16 | 2.99 | 2.59 | 2.56 | 8.07 | 1.61 | 1.59 | 1.43 | 7.62 | 1.60 | 0.59 |
Data as of 04/08/2025, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMPLF (Johnson Matthey Plc) |
-20.10%
Sep 2021 – Sep 2024 |
-14.05%
Jan 2020 – Jan 2025 |
-7.25%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMPLF (Johnson Matthey Plc) |
28.81%
Aug 2011 – Aug 2014 |
14.63%
Aug 2011 – Aug 2016 |
7.60%
Aug 2011 – Aug 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart