Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SJMHF (SJM Holdings Ltd) | -23.33% | -23.33% | -17.53% | -27.77% | -7.44% | -10.62% | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/10/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SJMHF (SJM Holdings Ltd) | 06/10/2010 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.17 | -23.33 | -17.53 | -27.77 | -7.44 | -10.62 | NA | … | … | -23.33 | -6.06 | 6.45 | -44.64 | -15.15 | -41.07 | -2.34 | 37.79 | 2.49 | 8.87 | 28.32 | -52.13 | -50.87 | 61.73 | 66.19 | 21.82 | 126.51 |
| Sharpe Ratio | NA | -0.71 | -0.46 | -0.58 | -0.17 | NA | NA | … | … | -1.84 | -0.26 | 0.05 | -1.35 | -0.24 | -0.63 | -0.04 | 0.76 | 0.03 | 0.15 | 0.56 | -1.10 | -1.42 | 1.62 | 1.80 | 0.33 | 5.47 |
| Standard Deviation(%) | NA | 31.93 | 42.99 | 51.97 | 53.46 | NA | NA | … | … | 23.40 | 34.63 | 58.75 | 36.52 | 70.14 | 65.38 | 67.80 | 47.90 | 41.98 | 54.88 | 49.91 | 47.34 | 35.92 | 38.03 | 37.20 | 65.74 | 59.67 |
| Draw Down(%) | NA | 44.19 | 48.94 | 80.49 | 84.62 | NA | NA | … | … | 22.58 | 27.91 | 32.50 | 54.69 | 58.33 | 62.18 | 37.23 | 27.70 | 41.64 | 32.28 | 21.89 | 53.50 | 55.58 | 17.73 | 20.34 | 48.71 | 20.73 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 3.15 | 3.17 | 9.70 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 4.59 | 5.40 | 3.22 | 3.42 | 4.03 | 6.11 | 3.08 | 12.61 | 18.93 | 23.75 | 6.76 |
Data as of 06/11/2026, Common starting date is 06/10/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJMHF (SJM Holdings Ltd) |
-39.87%
Mar 2021 – Mar 2024 |
-28.38%
Mar 2021 – Mar 2026 |
-19.34%
Jan 2014 – Jan 2024 |
-10.85%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SJMHF (SJM Holdings Ltd) |
68.01%
Jul 2010 – Jul 2013 |
21.62%
Feb 2016 – Feb 2021 |
13.11%
Aug 2010 – Aug 2020 |
0.39%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart