Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRONF (Jerónimo Martins SGPS S.A) | 0.55% | 10.23% | 3.11% | 7.03% | 7.13% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRONF (Jerónimo Martins SGPS S.A) | 02/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.23 | 3.11 | 7.03 | 7.13 | NA | NA | … | … | 0.55 | 26.52 | -13.17 | 7.82 | 3.92 | 36.37 | 4.38 | 37.55 | -31.80 | 25.60 | 18.74 | -15.50 | -13.12 | 12.00 | 9.06 |
| Sharpe Ratio | NA | 0.31 | -0.01 | 0.21 | 0.27 | NA | NA | … | … | -1.33 | 0.88 | -1.06 | 0.19 | 0.15 | 1.15 | 0.32 | 2.19 | -1.32 | 1.12 | 0.88 | -0.71 | -0.78 | 0.41 | 0.38 |
| Standard Deviation(%) | NA | 24.58 | 19.07 | 21.81 | 21.24 | NA | NA | … | … | 0.86 | 27.48 | 18.68 | 18.82 | 16.60 | 31.50 | 13.09 | 16.50 | 25.09 | 22.49 | 21.12 | 21.93 | 16.85 | 29.55 | 26.65 |
| Draw Down(%) | NA | 11.39 | 21.16 | 21.16 | 38.55 | NA | NA | … | … | 0.00 | 11.39 | 21.16 | 11.70 | 9.29 | 11.36 | 10.97 | 2.39 | 35.54 | 11.08 | 7.93 | 19.44 | 15.33 | 14.29 | 23.05 |
| Yield(%) | 0.00 | 0.00 | 1.98 | 2.93 | 3.49 | 3.16 | 2.37 | … | … | 0.00 | 3.49 | 3.07 | 2.74 | 3.92 | 4.11 | 2.25 | 2.94 | 3.77 | 4.26 | 2.26 | 4.12 | 2.15 | 1.64 | 3.52 |
Data as of 06/03/2026, Common starting date is 02/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRONF (Jerónimo Martins SGPS S.A) |
-9.10%
Jun 2013 – Jun 2016 |
-5.67%
Nov 2013 – Nov 2018 |
3.53%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRONF (Jerónimo Martins SGPS S.A) |
25.10%
Dec 2018 – Dec 2021 |
17.01%
Nov 2018 – Nov 2023 |
11.06%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart