Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAIGX (OVERSEAS PORTFOLIO INSTITUTIONAL SHARES) | 9.64% | 23.65% | 15.96% | 8.38% | 11.48% | 4.91% | 6.11% | … | … |
Data as of 06/05/2026, Common starting date is 12/27/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAIGX (OVERSEAS PORTFOLIO INSTITUTIONAL SHARES) | 12/27/1995 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.65 | 23.65 | 15.96 | 8.38 | 11.48 | 4.91 | 6.11 | … | … | 9.64 | 28.88 | 5.83 | 10.88 | -8.58 | 13.58 | 16.25 | 27.01 | -14.94 | 31.12 | -6.38 | -8.60 | -11.93 | 14.56 | 13.56 | -32.16 | 25.28 | 79.63 | -52.19 | 28.32 | 47.11 | 32.29 | 18.95 | 33.29 | -26.29 | -24.05 | -20.09 | 81.81 | 15.72 | 18.24 | 32.16 | 0.93 |
| Sharpe Ratio | NA | 2.02 | 0.99 | 0.43 | 0.59 | NA | NA | … | … | 1.95 | 1.79 | 0.16 | 0.56 | -0.44 | 0.96 | 0.50 | 2.06 | -1.08 | 3.79 | -0.38 | -0.46 | -0.83 | 0.88 | 0.66 | -1.13 | 1.19 | 2.44 | -1.17 | 1.27 | 2.49 | 2.60 | 1.11 | 2.36 | -1.66 | -1.47 | -0.92 | 4.73 | 0.64 | 1.12 | 3.90 | 46.14 |
| Standard Deviation(%) | NA | 13.43 | 14.28 | 16.17 | 17.42 | NA | NA | … | … | 17.79 | 14.58 | 13.43 | 12.92 | 22.65 | 14.06 | 32.13 | 12.38 | 15.22 | 8.08 | 17.57 | 18.92 | 14.46 | 16.51 | 20.78 | 28.61 | 21.12 | 32.65 | 45.43 | 19.86 | 17.63 | 11.53 | 16.22 | 13.78 | 16.55 | 18.28 | 26.56 | 16.60 | 19.25 | 12.92 | 7.23 | 4.70 |
| Draw Down(%) | NA | 10.97 | 15.91 | 26.14 | 36.69 | NA | NA | … | … | 10.97 | 15.91 | 9.03 | 11.33 | 26.14 | 7.40 | 36.69 | 10.06 | 24.02 | 3.15 | 19.44 | 26.75 | 21.21 | 14.53 | 27.28 | 38.54 | 16.24 | 21.26 | 64.07 | 13.96 | 23.01 | 9.80 | 19.29 | 15.68 | 33.03 | 39.68 | 38.94 | 8.35 | 32.05 | 10.61 | 5.52 | 0.00 |
| Yield(%) | 0.00 | 1.45 | 1.61 | 1.43 | 2.80 | 2.57 | 3.84 | … | … | 0.00 | 1.66 | 1.50 | 1.61 | 1.58 | 1.25 | 1.28 | 2.16 | 1.71 | 1.95 | 7.24 | 3.48 | 12.81 | 3.19 | 11.62 | 1.24 | 0.75 | 4.51 | 13.73 | 0.73 | 2.35 | 1.34 | 0.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.65 | 0.69 | 0.58 | 0.17 |
Data as of 06/05/2026, Common starting date is 12/27/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAIGX (OVERSEAS PORTFOLIO INSTITUTIONAL SHARES) |
-29.91%
Feb 2000 – Feb 2003 |
-9.92%
Feb 2011 – Feb 2016 |
-2.03%
Mar 2010 – Mar 2020 |
-0.07%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAIGX (OVERSEAS PORTFOLIO INSTITUTIONAL SHARES) |
44.81%
Oct 2004 – Oct 2007 |
33.45%
Oct 2002 – Oct 2007 |
14.97%
Oct 1997 – Oct 2007 |
12.81%
Jan 1996 – Jan 2011 |
Annualized Rolling Returns Comparison Chart