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JGLTX: GLOBAL TECHNOLOGY PORTFOLIO INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 21.51 0.86(4.16%) May 12
| Asset Class: | Technology |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 07/18/2000 |
| Last Dividend Date: | 06/10/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.97% |
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Performance Analytics (As of 05/09/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/18/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 5.3 | 1.9 | 16.7 | 13.5 | 7.1 | 13.6 | 13.9 | 12.6 | 4.9 | 32.1 | 54.5 | -50.2 | 2.2 | 36.7 | 45.2 | 1.2 | 45.1 | 14.2 | 5.7 | 9.6 | 35.8 | 19.6 | -8.7 | 24.8 | 57.1 | -43.7 | 22.1 | 8.1 | 11.7 | 0.9 | 46.8 | -40.8 | -39.9 | -37.5 |
| Sharpe Ratio | NA | -0.25 | 0.21 | 0.33 | 0.11 | 0.44 | NA | NA | 0.13 | 1.2 | 2.54 | -1.21 | 0.09 | 0.92 | 2.59 | -0.01 | 4.26 | 0.81 | 0.35 | 0.68 | 2.85 | 1.22 | -0.34 | 0.6 | 1.98 | -1.03 | 1.14 | 0.3 | 0.76 | 0.0 | 2.31 | -1.37 | -1.06 | -1.57 |
| Draw Down(%) | NA | 23.7 | 23.7 | 37.3 | 57.7 | 57.7 | NA | NA | 80.2 | 15.4 | 11.2 | 54.5 | 14.5 | 28.7 | 9.5 | 22.4 | 4.8 | 16.9 | 13.6 | 9.9 | 6.6 | 13.3 | 22.4 | 21.8 | 21.9 | 55.3 | 9.8 | 19.0 | 11.4 | 26.5 | 12.6 | 49.0 | 60.5 | 40.6 |
| Standard Deviation(%) | NA | 36.0 | 27.5 | 29.4 | 29.3 | 25.8 | NA | NA | 26.5 | 21.2 | 20.0 | 42.8 | 24.5 | 39.5 | 16.9 | 22.1 | 10.5 | 17.2 | 16.2 | 14.1 | 12.6 | 16.2 | 25.3 | 41.2 | 28.8 | 43.4 | 16.9 | 16.1 | 12.6 | 19.6 | 20.0 | 30.6 | 40.3 | 43.5 |
| Treynor Ratio | NA | -0.1 | 0.06 | 0.1 | 0.03 | 0.12 | NA | NA | 0.03 | 0.27 | 0.5 | -0.5 | 0.02 | 0.41 | 0.48 | 0.0 | 0.5 | 0.14 | 0.07 | 0.1 | 0.38 | 0.21 | -0.09 | 0.24 | 0.57 | -0.43 | 0.22 | 0.05 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.05 | 0.0 | -0.01 | -0.04 | -0.02 | NA | NA | -0.02 | 0.01 | 0.0 | -0.12 | -0.09 | -0.01 | 0.0 | -0.01 | 0.04 | 0.0 | 0.0 | -0.03 | 0.02 | 0.02 | -0.04 | 0.06 | -0.01 | 0.0 | 0.03 | 0.0 | 0.03 | 0.02 | NA | NA | NA | NA |
| Beta | NA | 0.87 | 0.89 | 0.96 | 0.99 | 0.95 | NA | NA | 0.97 | 0.94 | 1.03 | 1.04 | 0.96 | 0.89 | 0.9 | 0.92 | 0.89 | 0.99 | 0.87 | 0.97 | 0.93 | 0.93 | 0.97 | 1.03 | 1.0 | 1.03 | 0.88 | 0.94 | 0.88 | 0.92 | NA | NA | NA | NA |
| RSquared | NA | 0.97 | 0.96 | 0.78 | 0.79 | 0.85 | NA | NA | 0.61 | 0.94 | 0.94 | 0.71 | 0.64 | 0.84 | 0.94 | 0.95 | 0.89 | 0.92 | 0.92 | 0.94 | 0.87 | 0.9 | 0.94 | 0.24 | 0.94 | 0.93 | 0.86 | 0.84 | 0.86 | 0.78 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.1 | 4.4 | 6.2 | 7.0 | N/A | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 9.2 | 4.7 | 7.7 | 4.2 | 15.5 | 6.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -98.8 | 586.5 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 84.9 | -15.3 | 108.7 | -76.2 | 144.4 | N/A | N/A | N/A | N/A | N/A | -100.0 | -59.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/18/2000
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