JUMSY vs. MIELY

Last updated Jun 4, 2026

JUMSY (Jumbo SA ADR) and MIELY (Mitsubishi Electric Corp ADR) are both stocks. JUMSY operates in Specialty Retail (Consumer Cyclical), while MIELY operates in Electrical Equipment & Parts (Industrials). Over the past 10 years, JUMSY returned 11.45%/yr vs 12.69%/yr for MIELY. At a 0.02 correlation, their price movements are largely independent.

Performance

JUMSY vs. MIELY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Jumbo SA ADR (JUMSY) and Mitsubishi Electric Corp ADR (MIELY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, JUMSY achieves a -15.41% return, which is significantly lower than MIELY's 30.02% return. Over the past 10 years, JUMSY has underperformed MIELY with an annualized return of 11.45%, while MIELY has yielded a comparatively higher 12.69% annualized return.

JUMSY

• 1D: -0.49%
• 1M: -7.64%
• YTD: -15.41%
• 6M: -12.60%
• 1Y: -13.56%
• 3Y*: 14.76%
• 5Y*: 16.18%
• 10Y*: 11.45%

MIELY

• 1D: -1.33%
• 1M: -1.76%
• YTD: 30.02%
• 6M: 35.35%
• 1Y: 80.41%
• 3Y*: 40.88%
• 5Y*: 18.45%
• 10Y*: 12.69%

*Multi-year figures are annualized to reflect compound growth (CAGR)

JUMSY vs. MIELY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JUMSY Jumbo SA ADR	-15.41%	4.30%	23.94%	93.98%	15.43%	-6.39%	-11.66%	35.04%	-13.54%	7.65%
MIELY Mitsubishi Electric Corp ADR	30.02%	73.08%	21.33%	42.15%	-22.04%	-16.17%	11.35%	23.78%	-33.88%	21.11%

Correlation

The correlation between JUMSY and MIELY is -0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.02
Correlation (3Y) Calculated over the trailing 3-year period	-0.02
Correlation (5Y) Calculated over the trailing 5-year period	-0.01
Correlation (10Y) Calculated over the trailing 10-year period	0.03
Correlation (All Time) Calculated using the full available price history since Mar 20, 2015	0.02

Fundamentals

Market Cap JUMSY : $3.57B MIELY : $75.88B
EPS JUMSY : $3.63 MIELY : $421.28
PE Ratio JUMSY : 7.33 MIELY : 0.18
PEG Ratio JUMSY : 0.74 MIELY : 0.01
PS Ratio JUMSY : 1.91 MIELY : 0.01
PB Ratio JUMSY : 2.27 MIELY : 0.02
Total Revenue (TTM) JUMSY : $1.87B MIELY : $5.95T
Gross Profit (TTM) JUMSY : $974.91M MIELY : $1.97T
EBITDA (TTM) JUMSY : $657.50M MIELY : $639.91B

Return for Risk

JUMSY vs. MIELY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JUMSY

JUMSY Risk / Return Rank: 33
JUMSY Sharpe Ratio Rank: 33
JUMSY Sortino Ratio Rank: 36
JUMSY Omega Ratio Rank: 36
JUMSY Calmar Ratio Rank: 29
JUMSY Martin Ratio Rank: 29

MIELY

MIELY Risk / Return Rank: 89
MIELY Sharpe Ratio Rank: 90
MIELY Sortino Ratio Rank: 88
MIELY Omega Ratio Rank: 86
MIELY Calmar Ratio Rank: 88
MIELY Martin Ratio Rank: 92

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JUMSY vs. MIELY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Jumbo SA ADR (JUMSY) and Mitsubishi Electric Corp ADR (MIELY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	JUMSY	MIELY	Difference
Sharpe ratio Return per unit of total volatility	-0.19	2.21	-2.40
Sortino ratio Return per unit of downside risk	0.23	3.04	-2.81
Omega ratio Gain probability vs. loss probability	1.03	1.37	-0.34
Calmar ratio Return relative to maximum drawdown	-0.37	4.24	-4.61
Martin ratio Return relative to average drawdown	-0.69	14.99	-15.68
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

JUMSY vs. MIELY - Sharpe Ratio Comparison

The current JUMSY Sharpe Ratio is -0.19, which is lower than the MIELY Sharpe Ratio of 2.21. The chart below compares the historical Sharpe Ratios of JUMSY and MIELY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	JUMSY	MIELY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.19	2.21	-2.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.31	0.59	-0.29
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.21	0.44	-0.23
Sharpe Ratio (All Time) Calculated using the full available price history	0.28	-0.03	+0.31

Drawdowns

JUMSY vs. MIELY - Drawdown Comparison

The maximum JUMSY drawdown since its inception was -45.41%, smaller than the maximum MIELY drawdown of -89.09%. Use the drawdown chart below to compare losses from any high point for JUMSY and MIELY.

Drawdown Indicators

	JUMSY	MIELY	Difference
Max Drawdown Largest peak-to-trough decline	-45.41%	-89.09%	+43.68%
Max Drawdown (1Y) Largest decline over 1 year	-36.86%	-19.08%	-17.78%
Max Drawdown (3Y) Largest decline over 3 years	-36.86%	-24.66%	-12.20%
Max Drawdown (5Y) Largest decline over 5 years	-36.86%	-47.41%	+10.55%
Max Drawdown (10Y) Largest decline over 10 years	-45.41%	-55.76%	+10.35%
Current Drawdown Current decline from peak	-30.31%	-38.33%	+8.02%
Average Drawdown Average peak-to-trough decline	-14.40%	-69.48%	+55.08%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.60%	5.39%	+14.21%

Volatility

JUMSY vs. MIELY - Volatility Comparison

Jumbo SA ADR (JUMSY) has a higher volatility of 16.36% compared to Mitsubishi Electric Corp ADR (MIELY) at 12.80%. This indicates that JUMSY's price experiences larger fluctuations and is considered to be riskier than MIELY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	JUMSY	MIELY	Difference
Volatility (1M) Calculated over the trailing 1-month period	16.36%	12.80%	+3.56%
Volatility (6M) Calculated over the trailing 6-month period	57.53%	29.82%	+27.71%
Volatility (1Y) Calculated over the trailing 1-year period	72.14%	36.63%	+35.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	54.42%	31.31%	+23.11%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	60.81%	29.07%	+31.74%

Dividends

JUMSY vs. MIELY - Dividend Comparison

JUMSY's dividend yield for the trailing twelve months is around 4.44%, while MIELY has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016
JUMSY Jumbo SA ADR	4.44%	1.84%	5.50%	11.61%	7.83%	5.57%	5.60%	2.79%	1.06%	0.83%	3.32%
MIELY Mitsubishi Electric Corp ADR	0.00%	0.72%	0.79%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.98%	1.76%

Financials

JUMSY vs. MIELY - Profitability Comparison

The chart below illustrates the profitability comparison between Jumbo SA ADR and Mitsubishi Electric Corp ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

JUMSY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Jumbo SA ADR reported a gross profit of 381.34M and revenue of 730.18M. Therefore, the gross margin over that period was 52.2%.

MIELY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Mitsubishi Electric Corp ADR reported a gross profit of 569.69B and revenue of 1.77T. Therefore, the gross margin over that period was 32.2%.

JUMSY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Jumbo SA ADR reported an operating income of 237.99M and revenue of 730.18M, resulting in an operating margin of 32.6%.

MIELY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Mitsubishi Electric Corp ADR reported an operating income of 161.29B and revenue of 1.77T, resulting in an operating margin of 9.1%.

JUMSY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Jumbo SA ADR reported a net income of 201.62M and revenue of 730.18M, resulting in a net margin of 27.6%.

MIELY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Mitsubishi Electric Corp ADR reported a net income of 132.06B and revenue of 1.77T, resulting in a net margin of 7.5%.

Frequently Asked Questions

Can I hold both JUMSY and MIELY in my portfolio?

JUMSY and MIELY have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, JUMSY or MIELY?

JUMSY has higher volatility (16.36%) compared to MIELY (12.80%). In terms of maximum drawdown, JUMSY dropped -45.41% vs MIELY's -89.09%.

Which has better risk-adjusted returns?

MIELY currently has the higher Sharpe Ratio (2.21 vs -0.19), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.