Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JABLX (BALANCED PORTFOLIO INSTITUTIONAL SHARES) | 3.18% | 7.49% | 11.05% | 8.00% | 8.25% | 9.27% | 8.39% | 8.71% |
Data as of 07/02/2025, AR inception is 12/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JABLX (BALANCED PORTFOLIO INSTITUTIONAL SHARES) | 12/29/1993 | 07/02/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.67 | 7.49 | 11.05 | 8.00 | 8.25 | 9.27 | 8.39 | 8.71 | 3.18 | 15.42 | 15.41 | -19.20 | 16.27 | 12.35 | 22.60 | 0.68 | 18.44 | 4.61 | 0.61 | 8.51 | 20.22 | 13.62 | 1.64 | 8.39 | 25.88 | -15.84 | 10.54 | 10.72 | 7.95 | 8.53 | 14.05 | -7.52 | -7.16 | -12.93 | 24.09 | 29.64 | 20.79 | 15.40 | 24.79 | 0.84 | -0.09 |
| Sharpe Ratio | NA | 0.21 | 0.64 | 0.54 | 0.59 | NA | NA | 0.64 | 0.09 | 1.02 | 1.35 | -1.32 | 1.82 | 0.62 | 2.85 | -0.06 | 4.04 | 0.54 | 0.06 | 1.31 | 3.17 | 1.77 | 0.12 | 0.84 | 2.23 | -1.00 | 0.83 | 1.02 | 0.87 | 1.12 | 1.78 | -0.87 | -0.93 | -0.98 | 1.46 | 1.57 | 2.06 | 1.73 | 4.19 | -0.47 | -4.16 |
| Standard Deviation(%) | NA | 13.51 | 11.35 | 11.53 | 11.39 | NA | NA | 10.70 | 16.85 | 8.68 | 8.32 | 15.59 | 8.92 | 19.48 | 7.43 | 10.31 | 4.43 | 8.21 | 9.27 | 6.46 | 6.37 | 7.75 | 13.98 | 9.92 | 11.57 | 16.64 | 9.16 | 7.34 | 6.64 | 6.76 | 7.51 | 9.92 | 10.33 | 17.32 | 14.30 | 16.78 | 8.35 | 6.83 | 5.00 | 4.52 | 3.15 |
| Draw Down(%) | NA | 11.89 | 12.25 | 23.88 | 23.88 | NA | NA | 33.50 | 11.89 | 5.06 | 7.74 | 23.61 | 3.90 | 22.47 | 3.30 | 10.76 | 1.99 | 7.71 | 8.01 | 4.32 | 4.34 | 6.78 | 13.88 | 8.43 | 10.01 | 27.05 | 5.74 | 6.40 | 4.39 | 4.78 | 5.29 | 13.83 | 15.22 | 19.67 | 8.33 | 19.90 | 5.45 | 4.91 | 1.44 | 4.12 | 0.19 |
| Yield(%) | 0.00 | 1.10 | 1.85 | 1.69 | 2.97 | 5.06 | 5.27 | 8.59 | 0.00 | 2.30 | 2.26 | 1.07 | 0.99 | 1.83 | 5.18 | 4.98 | 1.97 | 3.70 | 5.00 | 4.55 | 7.78 | 10.73 | 7.72 | 2.87 | 7.41 | 9.07 | 2.72 | 2.24 | 2.35 | 2.35 | 2.32 | 1.26 | 0.00 | 0.00 | 0.00 | 0.74 | 2.40 | 1.97 | 2.07 | 0.94 | 0.75 |
Data as of 07/02/2025, AR inception is 12/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JABLX (BALANCED PORTFOLIO INSTITUTIONAL SHARES) |
-10.64%
Mar 2000 - Mar 2003 |
-2.60%
Mar 2000 - Mar 2005 |
1.49%
Mar 1999 - Mar 2009 |
4.95%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JABLX (BALANCED PORTFOLIO INSTITUTIONAL SHARES) |
25.60%
Mar 1997 - Mar 2000 |
22.85%
Dec 1994 - Dec 1999 |
11.57%
Sep 2011 - Sep 2021 |
10.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart