Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JAMIX (Jacob Funds Inc. - Jacob Internet Fund) | NA | -47.96% | -16.49% | -3.11% | -3.72% | NA | NA | 0.13% |
Data as of 05/01/2009, AR inception is 01/08/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAMIX (Jacob Funds Inc. - Jacob Internet Fund) | 01/08/1997 | 05/01/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -47.96 | -16.49 | -3.11 | -3.72 | NA | NA | 0.13 | -20.33 | -34.95 | 5.41 | 20.77 | 12.82 | 16.59 | 29.76 | -20.18 | -27.26 | -20.53 | 39.75 | 23.95 | 12.77 |
| Sharpe Ratio | NA | -1.20 | -0.67 | -0.21 | -0.17 | NA | NA | -0.08 | -2.05 | -0.90 | 0.14 | 1.21 | 0.92 | 1.14 | 1.84 | -1.03 | -0.48 | -1.30 | 2.69 | 1.04 | 0.64 |
| Standard Deviation(%) | NA | 40.27 | 27.63 | 23.17 | 33.29 | NA | NA | 26.86 | 24.34 | 39.66 | 16.68 | 14.53 | 11.55 | 13.71 | 15.80 | 20.56 | 62.20 | 18.93 | 13.56 | 19.93 | 14.91 |
| Draw Down(%) | NA | 49.40 | 51.70 | 51.70 | 62.87 | NA | NA | 62.87 | 23.73 | 48.48 | 11.55 | 15.76 | 8.47 | 10.84 | 17.56 | 29.67 | 37.94 | 27.31 | 7.50 | 26.26 | 14.61 |
| Yield(%) | 0.00 | 2.76 | 1.48 | 1.66 | 2.65 | 2.70 | 2.03 | 3.38 | 0.00 | 2.76 | 0.73 | 0.68 | 1.08 | 0.68 | 1.47 | 0.00 | 1.96 | 10.15 | 6.04 | 0.91 | 0.72 |
Data as of 05/01/2009, AR inception is 01/08/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAMIX (Jacob Funds Inc. - Jacob Internet Fund) |
-26.05%
Mar 2000 - Mar 2003 |
-9.17%
Mar 1998 - Mar 2003 |
-3.69%
Apr 1999 - Apr 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAMIX (Jacob Funds Inc. - Jacob Internet Fund) |
27.39%
Mar 2003 - Mar 2006 |
18.46%
Sep 2002 - Sep 2007 |
6.74%
Apr 1997 - Apr 2007 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart