Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUBAX (Jubak Global Equity) | NA | 4.03% | -2.28% | NA | NA | NA | NA | … | … |
Data as of 06/06/2014, Common starting date is 07/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUBAX (Jubak Global Equity) | 07/06/2010 | 06/06/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.03 | -2.28 | NA | NA | NA | NA | … | … | -1.40 | 1.66 | 9.41 | -16.57 | 8.90 |
| Sharpe Ratio | NA | 0.41 | -0.12 | NA | NA | NA | NA | … | … | -0.34 | 0.15 | 0.66 | -0.59 | 2.18 |
| Standard Deviation(%) | NA | 9.83 | 19.03 | NA | NA | NA | NA | … | … | 9.52 | 10.52 | 14.32 | 27.99 | 8.57 |
| Draw Down(%) | NA | 6.91 | 25.07 | NA | NA | NA | NA | … | … | 6.87 | 13.61 | 14.76 | 28.09 | 3.74 |
| Yield(%) | 0.00 | 0.14 | 0.22 | 0.14 | 0.07 | 0.05 | 0.03 | … | … | 0.00 | 0.13 | 0.00 | 0.51 | 0.00 |
Data as of 06/06/2014, Common starting date is 07/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUBAX (Jubak Global Equity) |
-4.07%
Apr 2011 – Apr 2014 |
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 |
|---|---|---|---|---|
| JUBAX (Jubak Global Equity) |
-1.61%
Nov 2010 – Nov 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart