Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBAHX (BALANCED FUND CLASS R3) | NA | 10.50% | 7.87% | 9.11% | 8.14% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 09/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBAHX (BALANCED FUND CLASS R3) | 09/10/2008 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.50 | 7.87 | 9.11 | 8.14 | NA | NA | … | … | 9.78 | 20.98 | -5.16 | 13.61 | 7.86 | -2.13 | 7.98 | 19.20 | 15.10 | -3.45 | 10.94 | 23.91 | -16.95 |
| Sharpe Ratio | NA | 0.58 | 0.55 | 0.77 | 0.75 | NA | NA | … | … | 0.55 | 2.56 | -0.59 | 2.78 | 0.88 | -0.24 | 1.16 | 2.57 | 1.77 | -0.23 | 1.01 | 1.47 | -1.07 |
| Standard Deviation(%) | NA | 17.53 | 12.75 | 10.83 | 10.35 | NA | NA | … | … | 17.84 | 7.65 | 11.01 | 4.69 | 8.62 | 9.02 | 6.85 | 7.46 | 8.60 | 15.16 | 10.78 | 16.23 | 42.51 |
| Draw Down(%) | NA | 21.04 | 21.04 | 21.04 | 21.04 | NA | NA | … | … | 21.04 | 4.59 | 13.33 | 1.85 | 7.31 | 8.94 | 4.97 | 5.54 | 7.29 | 16.27 | 9.59 | 13.59 | 31.24 |
| Yield(%) | 0.00 | 0.80 | 3.24 | 3.46 | 4.40 | 3.38 | 2.53 | … | … | 0.79 | 2.30 | 6.87 | 4.06 | 1.57 | 4.48 | 5.03 | 6.47 | 3.84 | 0.97 | 1.69 | 1.24 | 0.47 |
Data as of 12/17/2020, 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 |
|---|---|---|---|---|
| JBAHX (BALANCED FUND CLASS R3) |
3.59%
Mar 2017 – Mar 2020 |
3.90%
Mar 2015 – Mar 2020 |
6.52%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBAHX (BALANCED FUND CLASS R3) |
16.34%
Feb 2009 – Feb 2012 |
14.83%
Feb 2009 – Feb 2014 |
10.15%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart