Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBAFX (BALANCED FUND CLASS R4) | 10.13% | 23.80% | 16.76% | 8.74% | 10.03% | 9.32% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBAFX (BALANCED FUND CLASS R4) | 09/10/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 23.80 | 16.76 | 8.74 | 10.03 | 9.32 | NA | … | … | 10.13 | 15.85 | 13.49 | 18.44 | -15.66 | 12.76 | 15.85 | 21.46 | -4.83 | 14.09 | 8.27 | -1.73 | 8.40 | 19.71 | 15.53 | -3.17 | 11.29 | 24.28 | -16.97 |
| Sharpe Ratio | NA | 2.63 | 1.41 | 0.57 | 0.78 | NA | NA | … | … | 2.27 | 1.15 | 1.17 | 1.71 | -1.11 | 1.65 | 0.86 | 2.62 | -0.57 | 2.90 | 0.93 | -0.19 | 1.22 | 2.63 | 1.81 | -0.21 | 1.04 | 1.49 | -1.07 |
| Standard Deviation(%) | NA | 8.22 | 9.67 | 10.79 | 10.81 | NA | NA | … | … | 9.70 | 11.34 | 8.45 | 8.72 | 15.39 | 7.70 | 17.98 | 7.63 | 11.00 | 4.66 | 8.66 | 9.04 | 6.87 | 7.48 | 8.61 | 15.15 | 10.73 | 16.28 | 42.34 |
| Draw Down(%) | NA | 5.84 | 12.03 | 21.09 | 21.09 | NA | NA | … | … | 5.84 | 12.03 | 5.63 | 6.69 | 20.33 | 3.50 | 20.99 | 4.53 | 13.28 | 1.80 | 7.30 | 8.79 | 4.91 | 5.53 | 7.29 | 16.23 | 9.59 | 13.51 | 31.24 |
| Yield(%) | 0.00 | 12.21 | 7.07 | 4.50 | 5.16 | 5.72 | 4.99 | … | … | 0.00 | 12.88 | 4.22 | 1.88 | 1.46 | 1.37 | 1.65 | 2.74 | 7.19 | 4.47 | 1.97 | 4.87 | 5.44 | 6.88 | 4.19 | 1.18 | 1.94 | 1.55 | 0.52 |
Data as of 06/04/2026, Common starting date is 09/10/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBAFX (BALANCED FUND CLASS R4) |
2.95%
Sep 2019 – Sep 2022 |
4.30%
Mar 2015 – Mar 2020 |
6.25%
Oct 2013 – Oct 2023 |
7.93%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBAFX (BALANCED FUND CLASS R4) |
16.96%
May 2023 – May 2026 |
15.20%
Feb 2009 – Feb 2014 |
11.10%
Sep 2011 – Sep 2021 |
9.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart