Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSAIY (J Sainsbury PLC OTC) | -8.04% | 12.36% | 12.74% | 7.17% | 6.42% | 2.90% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSAIY (J Sainsbury PLC OTC) | 01/30/2008 | 06/04/2026 |
| 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 (%) | 0.98 | 12.36 | 12.74 | 7.17 | 6.42 | 2.90 | NA | … | … | -8.04 | 38.77 | -4.71 | 53.24 | -24.18 | 24.40 | 6.27 | -4.63 | 6.93 | 10.83 | -14.31 | 4.91 | -34.89 | 13.15 | 28.30 | -16.37 | 18.07 | 11.43 | -35.75 |
| Sharpe Ratio | NA | 0.36 | 0.34 | 0.16 | 0.12 | NA | NA | … | … | -0.99 | 1.29 | -0.35 | 2.15 | -0.80 | 0.89 | 0.18 | -0.19 | 0.22 | 0.47 | -0.40 | 0.15 | -1.15 | 0.75 | 1.34 | -0.59 | 0.72 | 0.31 | -0.65 |
| Standard Deviation(%) | NA | 23.93 | 25.60 | 27.26 | 28.66 | NA | NA | … | … | 26.74 | 28.00 | 24.08 | 23.31 | 31.96 | 27.46 | 34.03 | 32.10 | 25.01 | 21.59 | 36.24 | 31.62 | 30.43 | 17.59 | 21.25 | 27.83 | 25.05 | 37.10 | 59.98 |
| Draw Down(%) | NA | 18.73 | 26.73 | 57.43 | 57.43 | NA | NA | … | … | 18.73 | 16.99 | 23.48 | 19.35 | 52.40 | 21.76 | 27.82 | 40.81 | 24.08 | 17.61 | 32.15 | 21.64 | 40.18 | 10.62 | 10.91 | 34.30 | 17.53 | 21.12 | 48.73 |
| Yield(%) | 0.00 | 8.17 | 6.37 | 5.05 | 4.50 | 3.37 | 2.32 | … | … | 0.00 | 9.23 | 4.42 | 6.11 | 4.60 | 4.75 | 4.53 | 4.44 | 4.10 | 4.10 | 5.52 | 4.98 | 4.74 | 4.83 | 5.45 | 4.25 | 4.19 | 4.26 | 2.93 |
Data as of 06/04/2026, Common starting date is 01/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSAIY (J Sainsbury PLC OTC) |
-19.90%
Nov 2013 – Nov 2016 |
-12.08%
May 2014 – May 2019 |
-5.71%
Sep 2012 – Sep 2022 |
-0.50%
Apr 2008 – Apr 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSAIY (J Sainsbury PLC OTC) |
40.38%
Sep 2022 – Sep 2025 |
19.65%
Sep 2020 – Sep 2025 |
8.50%
Feb 2016 – Feb 2026 |
4.04%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart