Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JL (J-Long Group Limited) 0.98% 12.36% -3.11% -1.88% -0.94% -0.63% -0.47%
Data as of 06/10/2026, Common starting date is 12/31/1997
More Performance Analytics Comparison
Name Start Date End Date
JL (J-Long Group Limited) 12/31/1997 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 1997
Annualized Return (%) -3.44 12.36 -3.11 -1.88 -0.94 -0.63 -0.47 0.98 67.21 -93.65 0.00
Sharpe Ratio NA 0.19 -0.20 -0.14 -0.08 NA NA 0.03 0.65 -0.03 NA
Standard Deviation(%) NA 85.32 263.59 263.59 263.59 NA NA 96.91 99.14 399.66 0.00
Draw Down(%) NA 48.97 99.57 99.57 99.57 NA NA 45.44 55.50 99.57 0.00
Yield(%) 0.00 0.00 0.85 0.51 0.26 0.17 0.13 0.00 0.00 2.55 0.00
Data as of 06/10/2026, Common starting date is 12/31/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JL (J-Long Group Limited) -63.70%
Jan 2023 – Jan 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JL (J-Long Group Limited) -53.37%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return