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
FJRXZX NA 38.06% NA NA NA NA NA
Data as of 08/29/2024, Common starting date is 08/31/2022
More Performance Analytics Comparison
Name Start Date End Date
FJRXZX 08/31/2022 08/29/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) -0.56 38.06 NA NA NA NA NA 23.52 56.42 -4.49
Sharpe Ratio NA 1.42 NA NA NA NA NA 1.26 2.44 -0.42
Standard Deviation(%) NA 24.15 NA NA NA NA NA 26.79 21.56 36.54
Draw Down(%) NA 17.75 NA NA NA NA NA 17.75 11.72 18.15
Yield(%) 0.00 0.39 0.38 0.23 0.12 0.08 0.06 0.36 0.49 0.16
Data as of 08/29/2024, Common starting date is 08/31/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FJRXZX (FJRXZX) 0.00%
NA
0.00%
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0.00%
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FJRXZX (FJRXZX) 0.00%
NA
0.00%
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return