Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JBATX (BALANCED FUND CLASS R2) | 5.79% | 7.07% | 11.84% | 8.20% | 7.60% | NA | NA | 8.50% |
Data as of 06/30/2025, AR inception is 03/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBATX (BALANCED FUND CLASS R2) | 03/06/2012 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.28 | 7.07 | 11.84 | 8.20 | 7.60 | NA | NA | 8.50 | 5.79 | 10.74 | 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 | 0.24 | 0.70 | 0.59 | 0.55 | NA | NA | 0.70 | 0.59 | 0.49 | 1.61 | -1.12 | 1.62 | 0.85 | 2.59 | -0.58 | 2.83 | 0.84 | -0.22 | 1.19 | 2.61 | 0.93 |
| Standard Deviation(%) | NA | 12.10 | 11.13 | 10.90 | 10.99 | NA | NA | 10.26 | 14.53 | 8.52 | 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 | 13.19 | 13.19 | 21.25 | 21.25 | NA | NA | 21.25 | 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 | 1.15 | 1.57 | 1.50 | 2.86 | 3.48 | 2.61 | 4.02 | 0.27 | 1.58 | 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 06/30/2025, AR inception 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) |
16.35%
Dec 2018 - Dec 2021 |
11.73%
Oct 2016 - Oct 2021 |
8.48%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart