Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JAWGX (GLOBAL RESEARCH PORTFOLIO INSTITUTIONAL SHARES) | 3.04% | 8.01% | 15.13% | 7.53% | 7.06% | 8.60% | 6.75% | 7.16% |
Data as of 07/22/2025, AR inception is 12/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAWGX (GLOBAL RESEARCH PORTFOLIO INSTITUTIONAL SHARES) | 12/29/1993 | 07/22/2025 |
| 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 (%) | 0.78 | 8.01 | 15.13 | 7.53 | 7.06 | 8.60 | 6.75 | 7.16 | 3.04 | 19.69 | 23.64 | -29.03 | 12.61 | 13.21 | 29.04 | -6.87 | 27.03 | 2.07 | -2.28 | 7.45 | 28.43 | 20.08 | -13.74 | 15.83 | 37.70 | -44.66 | 9.63 | 18.20 | 5.86 | 4.78 | 22.66 | -26.24 | -22.82 | -22.55 | 64.15 | 24.98 | 21.32 | 28.15 | 27.35 | 1.53 | 0.42 |
| Sharpe Ratio | NA | 0.26 | 0.72 | 0.30 | 0.29 | NA | NA | 0.28 | 0.10 | 0.97 | 1.45 | -1.10 | 0.86 | 0.37 | 2.27 | -0.51 | 3.80 | 0.12 | -0.15 | 0.66 | 2.32 | 1.23 | -0.51 | 0.91 | 1.37 | -1.11 | 0.42 | 1.27 | 0.45 | 0.31 | 1.60 | -1.49 | -1.28 | -0.97 | 3.64 | 1.12 | 1.38 | 3.35 | 3.47 | -0.19 | 71.91 |
| Standard Deviation(%) | NA | 21.35 | 18.11 | 19.10 | 19.39 | NA | NA | 18.78 | 25.62 | 13.50 | 13.48 | 27.77 | 14.57 | 34.49 | 12.20 | 16.14 | 6.97 | 15.95 | 15.28 | 11.31 | 12.22 | 16.47 | 26.87 | 17.28 | 27.50 | 40.79 | 15.96 | 11.85 | 8.29 | 12.39 | 13.70 | 18.38 | 19.98 | 27.56 | 16.72 | 19.26 | 12.85 | 7.30 | 6.78 | 7.40 | 0.94 |
| Draw Down(%) | NA | 17.23 | 17.23 | 37.27 | 37.27 | NA | NA | 71.68 | 17.23 | 9.54 | 9.52 | 36.28 | 6.63 | 34.80 | 6.82 | 18.73 | 2.72 | 15.38 | 16.22 | 9.61 | 8.07 | 16.93 | 26.39 | 15.06 | 26.15 | 56.88 | 10.62 | 12.22 | 6.39 | 14.97 | 15.31 | 32.19 | 39.11 | 36.30 | 9.35 | 30.34 | 10.29 | 5.73 | 3.39 | 8.39 | 0.00 |
| Yield(%) | 0.00 | 0.28 | 0.97 | 0.88 | 1.81 | 2.39 | 2.13 | 3.33 | 0.00 | 0.87 | 1.39 | 0.84 | 0.57 | 0.71 | 8.11 | 1.16 | 0.94 | 1.10 | 0.68 | 1.14 | 1.35 | 0.95 | 0.57 | 0.63 | 1.60 | 0.99 | 0.83 | 1.84 | 1.40 | 1.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.60 | 0.99 | 1.13 | 0.49 | 0.02 | 0.17 |
Data as of 07/22/2025, 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 |
|---|---|---|---|---|
| JAWGX (GLOBAL RESEARCH PORTFOLIO INSTITUTIONAL SHARES) |
-28.66%
Feb 2000 - Feb 2003 |
-12.95%
Feb 2000 - Feb 2005 |
-6.41%
Feb 2000 - Feb 2010 |
-0.59%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAWGX (GLOBAL RESEARCH PORTFOLIO INSTITUTIONAL SHARES) |
38.45%
Feb 1997 - Feb 2000 |
36.19%
Feb 1995 - Feb 2000 |
13.48%
Feb 2009 - Feb 2019 |
11.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart