Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUMSY (Jumbo SA ADR) | NA | -12.27% | 36.57% | 19.07% | 21.24% | NA | NA | … | … |
Data as of 07/21/2025, Common starting date is 03/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUMSY (Jumbo SA ADR) | 03/20/2015 | 07/21/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.27 | 36.57 | 19.07 | 21.24 | NA | NA | … | … | 3.44 | 19.46 | 100.39 | 19.35 | -12.87 | -5.78 | 37.59 | -11.82 | 9.32 | 77.68 | 15.36 |
| Sharpe Ratio | NA | -0.11 | 0.31 | 0.19 | 0.25 | NA | NA | … | … | 0.03 | 0.11 | 1.14 | 0.31 | -0.31 | -0.09 | 0.69 | -0.22 | 0.19 | 0.89 | 0.33 |
| Standard Deviation(%) | NA | 141.43 | 108.85 | 90.20 | 78.52 | NA | NA | … | … | 107.93 | 141.54 | 85.56 | 57.72 | 41.96 | 65.75 | 52.26 | 59.40 | 45.51 | 87.23 | 61.02 |
| Draw Down(%) | NA | 36.03 | 36.03 | 36.03 | 48.83 | NA | NA | … | … | 26.39 | 36.03 | 23.10 | 27.25 | 21.26 | 48.83 | 20.43 | 40.00 | 18.34 | 27.42 | 30.69 |
| Yield(%) | 0.00 | 1.12 | 12.02 | 8.20 | 13.59 | 8.71 | 6.53 | … | … | 1.32 | 6.43 | 19.81 | 8.38 | 5.36 | 6.41 | 5.89 | 2.61 | 2.48 | 7.01 | 0.00 |
Data as of 07/21/2025, Common starting date is 03/20/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUMSY (Jumbo SA ADR) |
-4.69%
Jan 2018 – Jan 2021 |
1.72%
Dec 2016 – Dec 2021 |
15.22%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUMSY (Jumbo SA ADR) |
45.93%
Jul 2021 – Jul 2024 |
27.69%
Mar 2020 – Mar 2025 |
21.24%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart