Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBGCX (BLUE CHIP GROWTH FUND CLASS C) | 3.15% | 18.37% | 22.87% | 10.22% | 15.12% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBGCX (BLUE CHIP GROWTH FUND CLASS C) | 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 (%) | -0.55 | 18.37 | 22.87 | 10.22 | 15.12 | NA | NA | … | … | 3.15 | 17.26 | 34.47 | 47.91 | -38.80 | 15.63 | 32.81 | 28.84 | 0.61 | 34.82 | -0.22 | 3.04 |
| Sharpe Ratio | NA | 1.17 | 1.07 | 0.33 | 0.61 | NA | NA | … | … | 0.56 | 0.60 | 1.72 | 2.53 | -1.14 | 0.85 | 0.92 | 1.77 | -0.04 | 3.60 | -0.03 | 0.22 |
| Standard Deviation(%) | NA | 16.32 | 19.85 | 23.52 | 22.55 | NA | NA | … | … | 18.32 | 24.10 | 17.89 | 17.67 | 35.28 | 18.38 | 35.25 | 15.45 | 21.90 | 9.52 | 15.67 | 18.07 |
| Draw Down(%) | NA | 17.70 | 23.03 | 43.33 | 43.33 | NA | NA | … | … | 16.01 | 23.03 | 12.97 | 9.89 | 41.03 | 9.06 | 30.85 | 8.22 | 21.13 | 2.96 | 16.65 | 12.93 |
| Yield(%) | 0.00 | 11.51 | 10.43 | 8.42 | 11.82 | 7.72 | 5.79 | … | … | 0.00 | 11.76 | 10.28 | 5.29 | 3.59 | 18.04 | 6.32 | 2.41 | 7.45 | 19.16 | 6.23 | 12.09 |
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 |
|---|---|---|---|---|
| JBGCX (BLUE CHIP GROWTH FUND CLASS C) |
-2.04%
Dec 2019 – Dec 2022 |
3.75%
Feb 2018 – Feb 2023 |
12.12%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBGCX (BLUE CHIP GROWTH FUND CLASS C) |
32.62%
Dec 2022 – Dec 2025 |
22.60%
Aug 2016 – Aug 2021 |
15.34%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart