Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBAWX (BALANCED FUND CLASS R6) | 10.18% | 24.04% | 17.03% | 9.00% | 10.23% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBAWX (BALANCED FUND CLASS R6) | 09/02/2011 | 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 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.06 | 24.04 | 17.03 | 9.00 | 10.23 | NA | NA | … | … | 10.18 | 16.15 | 13.76 | 18.74 | -15.44 | 13.06 | 16.12 | 21.75 | -4.56 | 14.31 | 8.02 | -1.48 | 8.71 | 19.95 | 15.87 | 2.35 |
| Sharpe Ratio | NA | 2.66 | 1.43 | 0.60 | 0.79 | NA | NA | … | … | 2.27 | 1.18 | 1.20 | 1.75 | -1.10 | 1.69 | 0.88 | 2.64 | -0.54 | 2.93 | 0.90 | -0.17 | 1.26 | 2.64 | 1.84 | 0.39 |
| Standard Deviation(%) | NA | 8.23 | 9.66 | 10.78 | 10.81 | NA | NA | … | … | 9.75 | 11.33 | 8.45 | 8.68 | 15.37 | 7.73 | 17.96 | 7.67 | 10.98 | 4.69 | 8.71 | 9.07 | 6.91 | 7.54 | 8.69 | 19.03 |
| Draw Down(%) | NA | 5.91 | 12.00 | 20.90 | 20.98 | NA | NA | … | … | 5.91 | 12.00 | 5.65 | 6.67 | 20.16 | 3.49 | 20.98 | 4.50 | 13.17 | 1.75 | 7.27 | 8.75 | 4.96 | 5.49 | 7.25 | 8.15 |
| Yield(%) | 0.00 | 12.46 | 7.37 | 4.77 | 5.43 | 6.45 | 4.84 | … | … | 0.00 | 13.21 | 4.52 | 2.16 | 1.69 | 1.64 | 1.91 | 3.03 | 7.47 | 4.75 | 1.70 | 5.14 | 5.73 | 7.17 | 4.54 | 0.60 |
Data as of 06/04/2026, Common starting date is 09/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBAWX (BALANCED FUND CLASS R6) |
3.21%
Sep 2019 – Sep 2022 |
4.46%
Mar 2015 – Mar 2020 |
6.46%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBAWX (BALANCED FUND CLASS R6) |
17.22%
May 2023 – May 2026 |
12.28%
Oct 2016 – Oct 2021 |
10.86%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart