Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBAOX (BALANCED FUND CLASS R1) | NA | 10.33% | 7.73% | 8.97% | 8.02% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 09/10/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBAOX (BALANCED FUND CLASS R1) | 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 | 10.33 | 7.73 | 8.97 | 8.02 | NA | NA | … | … | 9.56 | 20.86 | -5.21 | 13.47 | 7.73 | -2.23 | 7.85 | 19.04 | 15.06 | -3.51 | 10.84 | 23.78 | -16.98 |
| Sharpe Ratio | NA | 0.57 | 0.54 | 0.76 | 0.73 | NA | NA | … | … | 0.54 | 2.55 | -0.59 | 2.74 | 0.87 | -0.25 | 1.14 | 2.53 | 1.74 | -0.23 | 1.00 | 1.46 | -1.07 |
| Standard Deviation(%) | NA | 17.60 | 12.79 | 10.85 | 10.38 | NA | NA | … | … | 17.92 | 7.64 | 11.04 | 4.71 | 8.63 | 9.07 | 6.87 | 7.52 | 8.67 | 15.13 | 10.75 | 16.24 | 42.49 |
| Draw Down(%) | NA | 21.04 | 21.04 | 21.04 | 21.04 | NA | NA | … | … | 21.04 | 4.58 | 13.37 | 1.85 | 7.36 | 8.98 | 5.03 | 5.58 | 7.34 | 16.30 | 9.63 | 13.59 | 31.24 |
| Yield(%) | 0.00 | 0.75 | 3.13 | 3.33 | 4.26 | 3.26 | 2.45 | … | … | 0.74 | 2.18 | 6.69 | 3.95 | 1.46 | 4.36 | 4.91 | 6.34 | 3.74 | 0.84 | 1.53 | 1.12 | 0.45 |
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 |
|---|---|---|---|---|
| JBAOX (BALANCED FUND CLASS R1) |
3.49%
Mar 2017 – Mar 2020 |
3.79%
Mar 2015 – Mar 2020 |
6.41%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBAOX (BALANCED FUND CLASS R1) |
16.25%
Feb 2009 – Feb 2012 |
14.72%
Feb 2009 – Feb 2014 |
10.04%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart