Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/16/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| JAFLX (FLEXIBLE BOND PORTFOLIO INSTITUTIONAL SHARES) | 4.01% | 1.95% | 4.89% | 0.97% | -0.85% | 1.24% | 2.46% | 3.61% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAFLX (FLEXIBLE BOND PORTFOLIO INSTITUTIONAL SHARES) | 12/29/1993 | 05/16/2025 |
The return data shown below all have the same latest date: 05/16/2025.
AR inception is since 12/29/1993.
AR inception is since 12/29/1993.
| 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 (%) | -0.20 | 4.89 | 0.97 | -0.85 | 1.24 | 2.46 | 3.61 | 4.01 | 1.95 | 1.96 | 5.52 | -15.35 | -3.53 | 10.49 | 9.57 | -1.00 | 3.62 | 2.47 | 0.23 | 4.94 | -0.13 | 8.34 | 6.74 | 7.98 | 13.23 | 6.03 | 7.04 | 4.22 | 2.00 | 4.10 | 1.54 | 5.49 | 1.75 | 0.35 | -5.31 | 5.55 | 10.75 | 7.44 | 23.86 | -0.91 | -0.40 |
| Sharpe Ratio | NA | -0.26 | -0.50 | -0.59 | -0.10 | NA | NA | 0.48 | 0.42 | -0.81 | 0.17 | -2.30 | -0.90 | 1.86 | 2.66 | -0.98 | 1.21 | 0.85 | 0.07 | 2.52 | -0.07 | 3.27 | 1.73 | 2.23 | 2.80 | 0.67 | 1.22 | 0.36 | -0.06 | 0.51 | 0.16 | 0.73 | -0.09 | -0.88 | -1.48 | 0.50 | 2.35 | 0.94 | 5.03 | -1.83 | -9.30 |
| Standard Deviation(%) | NA | 5.44 | 6.86 | 5.95 | 4.87 | NA | NA | 4.56 | 5.61 | 5.72 | 7.63 | 7.31 | 3.95 | 5.50 | 3.07 | 2.37 | 2.49 | 2.67 | 3.02 | 1.96 | 2.43 | 2.55 | 3.87 | 3.55 | 4.69 | 7.58 | 3.33 | 2.68 | 2.84 | 6.25 | 5.37 | 6.02 | 6.33 | 4.23 | 5.76 | 4.42 | 3.07 | 4.16 | 3.98 | 2.10 | 4.45 |
| Draw Down(%) | NA | 4.95 | 10.97 | 21.67 | 21.67 | NA | NA | 21.67 | 2.87 | 4.06 | 7.97 | 18.61 | 4.38 | 9.05 | 1.74 | 2.65 | 1.45 | 3.65 | 2.31 | 0.99 | 3.99 | 1.11 | 2.48 | 3.25 | 2.19 | 5.57 | 2.18 | 1.93 | 2.44 | 6.98 | 7.27 | 3.47 | 6.07 | 4.29 | 7.24 | 3.40 | 1.92 | 3.54 | 1.81 | 3.05 | 0.40 |
| Yield(%) | 0.00 | 4.98 | 3.66 | 2.95 | 2.97 | 3.86 | 4.42 | 4.59 | 0.00 | 4.96 | 4.29 | 2.23 | 1.99 | 3.07 | 3.50 | 3.09 | 3.00 | 2.91 | 2.82 | 3.56 | 5.97 | 5.62 | 9.77 | 6.79 | 4.85 | 4.50 | 4.90 | 5.12 | 8.42 | 6.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.13 | 5.75 | 6.04 | 6.34 | 4.02 | 0.99 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAFLX (FLEXIBLE BOND PORTFOLIO INSTITUTIONAL SHARES) |
-6.83%
Oct 2020 - Oct 2023 |
-0.97%
Oct 2017 - Oct 2022 |
0.53%
Oct 2013 - Oct 2023 |
2.53%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAFLX (FLEXIBLE BOND PORTFOLIO INSTITUTIONAL SHARES) |
13.95%
Jan 1995 - Jan 1998 |
9.52%
Apr 1994 - Apr 1999 |
6.37%
May 2004 - May 2014 |
5.69%
Jan 1995 - Jan 2010 |
Annualized Rolling Returns Comparison Chart