Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSEJF (JSE Limited) | 27.63% | 73.32% | 36.22% | 14.39% | 19.24% | 20.01% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSEJF (JSE Limited) | 09/19/2007 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 73.32 | 36.22 | 14.39 | 19.24 | 20.01 | NA | … | … | 27.63 | 27.38 | 62.73 | -22.45 | 5.36 | -3.75 | 8.69 | -19.57 | 47.58 | 106.21 | 68.50 | -16.37 | 32.50 | 25.38 | -2.00 | 27.66 | 86.21 | 120.00 | -71.15 | 20.37 |
| Sharpe Ratio | NA | 1.69 | 0.99 | 0.22 | 0.34 | NA | NA | … | … | 1.41 | 0.85 | 2.14 | -0.77 | 0.06 | -0.06 | 0.14 | -0.65 | 0.69 | 1.42 | 1.45 | -0.40 | 1.19 | 0.62 | -0.07 | 0.54 | 2.57 | 2.07 | -0.92 | 1.81 |
| Standard Deviation(%) | NA | 41.75 | 33.30 | 46.06 | 52.76 | NA | NA | … | … | 56.03 | 28.94 | 27.61 | 34.12 | 64.19 | 62.69 | 59.65 | 32.58 | 66.95 | 74.89 | 47.24 | 41.18 | 27.38 | 41.16 | 28.76 | 50.71 | 33.57 | 57.89 | 77.84 | 50.07 |
| Draw Down(%) | NA | 15.05 | 15.05 | 39.79 | 65.77 | NA | NA | … | … | 15.05 | 13.37 | 2.36 | 31.06 | 36.02 | 32.58 | 39.70 | 32.89 | 33.84 | 19.64 | 20.08 | 39.10 | 13.02 | 18.45 | 26.97 | 24.56 | 14.79 | 27.96 | 76.47 | 20.56 |
| Yield(%) | 0.00 | 11.14 | 10.61 | 8.63 | 14.64 | 15.67 | 12.87 | … | … | 8.20 | 6.53 | 9.29 | 6.56 | 21.17 | 6.34 | 10.36 | 3.04 | 48.40 | 46.78 | 13.04 | 7.69 | 6.02 | 26.82 | 0.00 | 34.17 | 23.41 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSEJF (JSE Limited) |
-15.81%
Jul 2018 – Jul 2021 |
-12.61%
Jun 2018 – Jun 2023 |
14.00%
Oct 2013 – Oct 2023 |
14.58%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSEJF (JSE Limited) |
80.49%
Mar 2015 – Mar 2018 |
63.75%
Apr 2013 – Apr 2018 |
43.43%
Feb 2009 – Feb 2019 |
24.60%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart