Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAMEX (JAMESTOWN EQUITY FUND JAMESTOWN EQUITY FUND) | 11.74% | 31.54% | 23.30% | 10.42% | 12.90% | 11.94% | 9.45% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAMEX (JAMESTOWN EQUITY FUND JAMESTOWN EQUITY FUND) | 12/30/1992 | 06/04/2026 |
| 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 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | 31.54 | 23.30 | 10.42 | 12.90 | 11.94 | 9.45 | … | … | 11.74 | 19.10 | 24.75 | 24.30 | -26.65 | 25.08 | 16.19 | 30.14 | -6.78 | 19.78 | 6.69 | -2.97 | 9.66 | 35.15 | 13.78 | 2.01 | 11.74 | 17.43 | -35.31 | 13.69 | 9.96 | 6.75 | 5.26 | 23.66 | -20.89 | -19.77 | -1.67 | 16.66 | 24.01 | 25.53 | 18.80 | 31.19 | 0.83 | 2.05 | -0.68 |
| Sharpe Ratio | NA | 2.50 | 1.42 | 0.47 | 0.64 | NA | NA | … | … | 1.97 | 0.93 | 1.70 | 1.68 | -1.17 | 1.84 | 0.50 | 2.23 | -0.48 | 2.74 | 0.48 | -0.18 | 0.82 | 3.24 | 1.10 | 0.09 | 0.68 | 0.77 | -1.02 | 0.64 | 0.60 | 0.43 | 0.37 | 1.52 | -0.97 | -1.10 | -0.26 | 0.77 | 0.94 | 1.35 | 1.37 | 3.73 | -0.25 | -0.01 | NA |
| Standard Deviation(%) | NA | 11.76 | 14.24 | 16.62 | 17.52 | NA | NA | … | … | 13.39 | 17.59 | 12.41 | 12.44 | 24.16 | 13.64 | 32.01 | 12.88 | 17.02 | 7.01 | 13.63 | 16.24 | 11.73 | 10.84 | 12.63 | 21.65 | 17.01 | 22.46 | 35.38 | 16.52 | 10.93 | 10.50 | 11.69 | 15.11 | 22.73 | 20.45 | 22.25 | 17.18 | 21.82 | 16.17 | 10.94 | 7.30 | 9.06 | 8.46 | 0.00 |
| Draw Down(%) | NA | 9.11 | 18.06 | 29.89 | 30.65 | NA | NA | … | … | 9.11 | 18.06 | 7.81 | 9.03 | 29.87 | 6.44 | 30.65 | 7.50 | 19.88 | 3.16 | 11.80 | 14.35 | 9.38 | 4.84 | 10.59 | 18.74 | 15.39 | 22.35 | 44.58 | 9.13 | 9.52 | 7.73 | 7.65 | 11.23 | 27.70 | 34.01 | 15.51 | 10.83 | 24.47 | 8.72 | 8.01 | 2.37 | 7.60 | 6.88 | 0.68 |
| Yield(%) | 0.00 | 8.37 | 7.50 | 4.16 | 6.21 | 7.48 | 6.17 | … | … | 0.00 | 8.62 | 7.11 | 4.51 | 0.70 | 0.60 | 0.76 | 8.17 | 7.21 | 7.52 | 5.04 | 6.11 | 12.21 | 8.75 | 1.22 | 0.54 | 0.66 | 0.61 | 4.65 | 9.51 | 6.99 | 7.62 | 3.28 | 0.33 | 0.21 | 0.73 | 5.34 | 0.47 | 4.48 | 8.58 | 1.09 | 1.41 | 1.21 | 0.38 | 0.20 |
Data as of 06/04/2026, Common starting date is 12/30/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAMEX (JAMESTOWN EQUITY FUND JAMESTOWN EQUITY FUND) |
-16.92%
Mar 2000 – Mar 2003 |
-6.16%
Apr 2000 – Apr 2005 |
-3.46%
Aug 2000 – Aug 2010 |
2.20%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAMEX (JAMESTOWN EQUITY FUND JAMESTOWN EQUITY FUND) |
27.95%
Mar 1995 – Mar 1998 |
23.13%
Dec 1994 – Dec 1999 |
14.18%
Sep 2011 – Sep 2021 |
12.28%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart