Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBGAX (BLUE CHIP GROWTH FUND CLASS A) | 3.47% | 19.20% | 23.73% | 11.00% | 15.91% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBGAX (BLUE CHIP GROWTH FUND CLASS A) | 03/30/2015 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 19.20 | 23.73 | 11.00 | 15.91 | NA | NA | … | … | 3.47 | 18.05 | 35.42 | 48.97 | -38.33 | 16.44 | 33.83 | 29.26 | 1.37 | 35.80 | 0.52 | 3.61 |
| Sharpe Ratio | NA | 1.22 | 1.11 | 0.37 | 0.64 | NA | NA | … | … | 0.60 | 0.63 | 1.78 | 2.59 | -1.13 | 0.89 | 0.95 | 1.80 | 0.00 | 3.72 | 0.02 | 0.26 |
| Standard Deviation(%) | NA | 16.33 | 19.86 | 23.53 | 22.55 | NA | NA | … | … | 18.32 | 24.12 | 17.89 | 17.69 | 35.27 | 18.41 | 35.24 | 15.41 | 21.91 | 9.50 | 15.68 | 18.06 |
| Draw Down(%) | NA | 17.48 | 22.92 | 42.94 | 42.94 | NA | NA | … | … | 15.89 | 22.92 | 12.93 | 9.71 | 40.67 | 9.04 | 30.79 | 8.24 | 20.94 | 2.93 | 16.57 | 12.82 |
| Yield(%) | 0.00 | 10.29 | 9.56 | 7.95 | 11.66 | 7.69 | 5.76 | … | … | 0.00 | 10.55 | 9.35 | 4.86 | 3.34 | 17.10 | 6.05 | 1.89 | 7.26 | 18.88 | 6.18 | 12.08 |
Data as of 06/03/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBGAX (BLUE CHIP GROWTH FUND CLASS A) |
-1.32%
Dec 2019 – Dec 2022 |
4.42%
Feb 2018 – Feb 2023 |
12.90%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBGAX (BLUE CHIP GROWTH FUND CLASS A) |
33.54%
Dec 2022 – Dec 2025 |
23.41%
Aug 2016 – Aug 2021 |
16.13%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart