Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOE (The St. Joe Company) | 9.28% | 36.95% | 14.23% | 7.34% | 14.72% | 8.89% | 2.50% | … | … |
Data as of 06/10/2026, Common starting date is 03/10/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOE (The St. Joe Company) | 03/10/1992 | 06/10/2026 |
| 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 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 36.95 | 14.23 | 7.34 | 14.72 | 8.89 | 2.50 | … | … | 9.28 | 33.68 | -24.64 | 57.12 | -25.07 | 23.45 | 114.56 | 50.57 | -27.04 | -5.00 | 2.65 | 0.65 | -4.17 | -16.85 | 57.44 | -32.91 | -24.37 | 18.79 | -31.51 | -32.97 | -19.32 | 5.58 | 74.18 | 25.56 | 8.41 | 26.60 | 36.54 | 3.82 | -22.06 | 59.06 | 18.56 | 1.72 | 7.54 | 34.26 | -3.91 |
| Sharpe Ratio | NA | 1.37 | 0.33 | 0.16 | 0.40 | NA | NA | … | … | 0.68 | 1.03 | -1.04 | 1.75 | -0.67 | 0.64 | 2.22 | 1.98 | -1.28 | -0.28 | 0.09 | 0.02 | -0.16 | -0.59 | 1.72 | -0.65 | -0.56 | 0.33 | -0.52 | -1.09 | -0.65 | 0.13 | 3.64 | 1.54 | 0.29 | 1.07 | 1.22 | 0.02 | -0.73 | 1.51 | 0.82 | -0.11 | 0.20 | 1.43 | -0.40 |
| Standard Deviation(%) | NA | 30.76 | 30.31 | 32.15 | 32.29 | NA | NA | … | … | 31.07 | 30.04 | 27.23 | 30.83 | 39.55 | 36.67 | 51.09 | 24.78 | 22.28 | 20.60 | 27.07 | 25.24 | 26.08 | 28.59 | 33.77 | 50.68 | 43.73 | 55.87 | 62.75 | 33.36 | 34.90 | 26.28 | 20.13 | 16.16 | 24.73 | 23.02 | 26.55 | 25.44 | 35.14 | 36.46 | 17.91 | 21.40 | 22.21 | 22.29 | 17.98 |
| Draw Down(%) | NA | 16.94 | 35.71 | 48.43 | 48.43 | NA | NA | … | … | 16.94 | 17.21 | 30.89 | 28.35 | 48.43 | 25.84 | 31.42 | 13.06 | 34.23 | 14.17 | 22.04 | 20.81 | 33.04 | 28.38 | 28.11 | 56.24 | 53.54 | 45.66 | 57.03 | 54.91 | 37.94 | 29.16 | 14.49 | 13.83 | 25.44 | 21.76 | 13.48 | 26.67 | 48.34 | 20.98 | 10.69 | 20.77 | 13.83 | 13.20 | 18.71 |
| Yield(%) | 0.25 | 1.60 | 1.24 | 1.02 | 1.54 | 0.93 | 0.43 | … | … | 0.54 | 1.30 | 0.88 | 1.12 | 0.77 | 0.77 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.89 | 0.94 | 0.94 | 1.40 | 1.06 | 0.29 | 0.36 | 39.04 | 0.08 | 0.09 | 17.17 | 0.35 | 0.36 | 0.40 | 0.53 | 0.50 |
Data as of 06/10/2026, Common starting date is 03/10/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOE (The St. Joe Company) |
-35.21%
Mar 2006 – Mar 2009 |
-23.59%
Nov 2006 – Nov 2011 |
-15.04%
Jun 2005 – Jun 2015 |
-8.95%
Jun 2005 – Jun 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOE (The St. Joe Company) |
58.58%
Dec 2018 – Dec 2021 |
36.25%
Dec 2018 – Dec 2023 |
21.70%
Jul 1995 – Jul 2005 |
15.20%
Apr 1992 – Apr 2007 |
Annualized Rolling Returns Comparison Chart