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
JILL (J.Jill Inc) 7.80% 7.37% -9.81% -7.55% NA NA NA
Data as of 06/15/2026, Common starting date is 03/09/2017
More Performance Analytics Comparison
Name Start Date End Date
JILL (J.Jill Inc) 03/09/2017 06/15/2026
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
Annualized Return (%) 8.58 7.37 -9.81 -7.55 NA NA NA 7.80 -49.34 7.95 3.95 29.30 414.21 -33.98 612.58 -31.67 -38.34
Sharpe Ratio NA 0.08 -0.25 -0.19 NA NA NA 0.31 -1.06 0.09 0.01 0.57 4.08 -0.26 1.76 -0.47 -0.50
Standard Deviation(%) NA 51.18 49.50 49.02 NA NA NA 57.66 49.58 50.56 40.98 48.79 101.49 132.07 346.94 70.71 91.88
Draw Down(%) NA 40.97 71.51 71.51 NA NA NA 37.85 51.80 39.44 36.29 31.96 40.29 77.86 83.22 52.46 66.06
Yield(%) 0.00 2.36 1.00 0.55 6.00 4.00 3.00 0.65 1.18 0.83 0.00 0.00 0.00 0.00 131.95 0.00 0.00
Data as of 06/15/2026, Common starting date is 03/09/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JILL (J.Jill Inc) -23.24%
Mar 2023 – Mar 2026
-7.29%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JILL (J.Jill Inc) 189.21%
Dec 2018 – Dec 2021
108.71%
Mar 2018 – Mar 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return