Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUMSF (Jumbo S.A) | NA | 70.52% | 26.09% | 19.83% | 16.03% | NA | NA | … | … |
Data as of 07/10/2024, Common starting date is 03/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUMSF (Jumbo S.A) | 03/13/2013 | 07/10/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.10 | 70.52 | 26.09 | 19.83 | 16.03 | NA | NA | … | … | 47.94 | 18.41 | 6.83 | 5.65 | 5.24 | 7.16 | 68.11 | 3.82 | 6.65 | -2.21 | 9.53 | 1,166.07 |
| Sharpe Ratio | NA | 1.63 | 0.95 | 0.76 | 0.63 | NA | NA | … | … | 2.19 | 1.31 | 1.43 | 0.15 | 1.78 | 0.49 | 1.33 | 1.21 | 1.40 | -1.00 | 1.80 | 8.68 |
| Standard Deviation(%) | NA | 36.84 | 23.13 | 22.69 | 22.76 | NA | NA | … | … | 49.73 | 10.89 | 3.82 | 36.90 | 2.80 | 11.63 | 50.09 | 2.65 | 4.59 | 2.24 | 5.30 | 257.76 |
| Draw Down(%) | NA | 0.00 | 0.02 | 17.92 | 17.92 | NA | NA | … | … | 0.00 | 0.00 | 0.02 | 17.92 | 0.00 | 7.28 | 7.28 | 0.00 | 0.00 | 2.21 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 13.22 | 9.69 | 8.18 | 8.03 | 67.74 | 50.80 | … | … | 9.01 | 16.27 | 6.55 | 2.93 | 5.07 | 2.94 | 3.80 | 3.71 | 6.33 | 0.00 | 4.01 | 0.00 |
Data as of 07/10/2024, Common starting date is 03/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUMSF (Jumbo S.A) |
-2.11%
May 2018 – May 2021 |
6.63%
Jul 2018 – Jul 2023 |
11.62%
Nov 2013 – Nov 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUMSF (Jumbo S.A) |
34.03%
Apr 2021 – Apr 2024 |
20.02%
May 2013 – May 2018 |
16.08%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart