Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBATX (BALANCED FUND CLASS R2) | 10.06% | 23.59% | 16.51% | 8.50% | 9.72% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBATX (BALANCED FUND CLASS R2) | 03/06/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.03 | 23.59 | 16.51 | 8.50 | 9.72 | NA | NA | … | … | 10.06 | 15.64 | 13.18 | 18.17 | -15.87 | 12.52 | 15.51 | 21.18 | -5.05 | 13.78 | 7.57 | -1.98 | 8.25 | 19.63 | 6.71 |
| Sharpe Ratio | NA | 2.61 | 1.38 | 0.55 | 0.75 | NA | NA | … | … | 2.25 | 1.13 | 1.14 | 1.68 | -1.13 | 1.62 | 0.85 | 2.58 | -0.59 | 2.83 | 0.84 | -0.22 | 1.19 | 2.61 | 0.93 |
| Standard Deviation(%) | NA | 8.20 | 9.65 | 10.79 | 10.82 | NA | NA | … | … | 9.69 | 11.32 | 8.42 | 8.73 | 15.41 | 7.74 | 17.98 | 7.63 | 11.02 | 4.66 | 8.73 | 9.06 | 6.93 | 7.52 | 8.83 |
| Draw Down(%) | NA | 5.82 | 12.06 | 21.25 | 21.25 | NA | NA | … | … | 5.82 | 12.06 | 5.66 | 6.76 | 20.47 | 3.52 | 21.03 | 4.55 | 13.29 | 1.76 | 7.34 | 8.89 | 4.99 | 5.49 | 7.25 |
| Yield(%) | 0.00 | 12.10 | 6.86 | 4.29 | 4.83 | 5.24 | 3.93 | … | … | 0.00 | 12.70 | 3.98 | 1.62 | 1.24 | 1.11 | 1.41 | 2.47 | 6.98 | 4.23 | 1.31 | 4.65 | 5.39 | 6.89 | 4.01 |
Data as of 06/04/2026, Common starting date is 03/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBATX (BALANCED FUND CLASS R2) |
2.71%
Sep 2019 – Sep 2022 |
3.95%
Mar 2015 – Mar 2020 |
5.97%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBATX (BALANCED FUND CLASS R2) |
16.70%
May 2023 – May 2026 |
11.73%
Oct 2016 – Oct 2021 |
9.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart