Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SJM (The J. M. Smucker Company) | 8.10% | -2.86% | -7.97% | -2.30% | 0.71% | 4.93% | 8.19% | … | … |
Data as of 06/05/2026, Common starting date is 10/31/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SJM (The J. M. Smucker Company) | 10/31/1994 | 06/05/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | -2.86 | -7.97 | -2.30 | 0.71 | 4.93 | 8.19 | … | … | 8.10 | -7.56 | -9.61 | -17.79 | 20.06 | 21.05 | 14.50 | 14.90 | -22.58 | -0.49 | 6.03 | 25.01 | -0.14 | 22.73 | 13.14 | 22.16 | 9.09 | 46.68 | -4.88 | 8.50 | 12.99 | -4.42 | 6.11 | 16.36 | 8.64 | 29.50 | 48.11 | -21.21 | 4.76 | 34.04 | -19.89 | -8.33 | 1.05 |
| Sharpe Ratio | NA | -0.18 | -0.44 | -0.21 | -0.04 | NA | NA | … | … | 0.65 | -0.35 | -0.58 | -1.11 | 0.79 | 0.98 | 0.44 | 0.64 | -0.94 | -0.06 | 0.29 | 1.26 | -0.01 | 1.31 | 0.78 | 1.07 | 0.56 | 1.90 | -0.16 | 0.23 | 0.49 | -0.49 | 0.31 | 0.73 | 0.23 | 0.70 | 1.21 | -1.16 | 0.05 | 0.87 | -0.81 | -0.45 | 0.09 |
| Standard Deviation(%) | NA | 30.54 | 25.79 | 23.99 | 24.45 | NA | NA | … | … | 26.62 | 30.31 | 22.74 | 19.53 | 23.80 | 21.36 | 32.59 | 21.03 | 25.53 | 20.57 | 19.95 | 19.77 | 15.38 | 17.31 | 16.83 | 20.70 | 15.94 | 24.48 | 35.49 | 23.08 | 19.78 | 13.67 | 16.77 | 21.40 | 32.44 | 39.22 | 36.26 | 21.19 | 25.11 | 34.87 | 28.74 | 27.49 | 26.91 |
| Draw Down(%) | NA | 22.82 | 35.35 | 38.11 | 38.11 | NA | NA | … | … | 22.82 | 19.57 | 18.20 | 32.06 | 15.54 | 14.16 | 19.41 | 19.02 | 27.60 | 28.66 | 19.70 | 12.29 | 10.85 | 11.27 | 11.27 | 14.83 | 12.86 | 25.32 | 25.30 | 22.27 | 17.72 | 13.38 | 22.28 | 18.62 | 22.77 | 18.91 | 22.41 | 26.21 | 25.89 | 19.57 | 25.84 | 26.80 | 7.85 |
| Yield(%) | 0.00 | 3.96 | 2.90 | 3.04 | 2.85 | 4.24 | 7.40 | … | … | 2.28 | 3.91 | 3.30 | 2.62 | 2.94 | 3.27 | 3.49 | 3.69 | 2.63 | 2.37 | 2.32 | 2.61 | 2.39 | 2.45 | 2.59 | 2.81 | 2.49 | 3.15 | 12.28 | 2.39 | 2.45 | 2.26 | 2.17 | 2.18 | 2.05 | 2.42 | 3.29 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/31/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJM (The J. M. Smucker Company) |
-11.89%
Mar 2023 – Mar 2026 |
-5.97%
Feb 1995 – Feb 2000 |
0.09%
Mar 2016 – Mar 2026 |
4.72%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJM (The J. M. Smucker Company) |
33.20%
Mar 2009 – Mar 2012 |
26.93%
Apr 2000 – Apr 2005 |
17.59%
Apr 2000 – Apr 2010 |
17.22%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart