Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JBAFX (BALANCED FUND CLASS R4) | 5.92% | 6.92% | 11.78% | 8.34% | 7.89% | 8.94% | NA | 8.32% |
Data as of 07/02/2025, AR inception is 09/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBAFX (BALANCED FUND CLASS R4) | 09/10/2008 | 07/02/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.30 | 6.92 | 11.78 | 8.34 | 7.89 | 8.94 | NA | 8.32 | 5.92 | 11.06 | 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 | 0.26 | 0.72 | 0.61 | 0.58 | NA | NA | 0.57 | 0.59 | 0.52 | 1.64 | -1.11 | 1.65 | 0.86 | 2.63 | -0.56 | 2.90 | 0.93 | -0.19 | 1.22 | 2.63 | 1.81 | -0.21 | 1.04 | 1.49 | -1.07 |
| Standard Deviation(%) | NA | 12.12 | 11.13 | 10.89 | 10.98 | NA | NA | 12.37 | 14.55 | 8.55 | 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 | 13.16 | 13.16 | 21.09 | 21.09 | NA | NA | 31.24 | 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 | 1.33 | 1.81 | 1.76 | 3.17 | 4.61 | 3.47 | 4.33 | 0.33 | 1.83 | 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 07/02/2025, AR inception 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 |
7.78%
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) |
16.67%
Feb 2009 - Feb 2012 |
15.20%
Feb 2009 - Feb 2014 |
11.10%
Sep 2011 - Sep 2021 |
9.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart