Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBSOX (NEW OPPORTUNITIES FUND CLASS C) | NA | -25.33% | -4.34% | -0.51% | 3.22% | NA | NA | … | … |
Data as of 08/28/2025, Common starting date is 05/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBSOX (NEW OPPORTUNITIES FUND CLASS C) | 05/28/2015 | 08/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.44 | -25.33 | -4.34 | -0.51 | 3.22 | NA | NA | … | … | -26.70 | 5.10 | 7.87 | -29.00 | 3.70 | 24.19 | 20.80 | -15.33 | 13.12 | 19.11 | -10.27 |
| Sharpe Ratio | NA | -0.72 | -0.28 | -0.10 | 0.07 | NA | NA | … | … | -0.87 | -0.08 | 0.19 | -0.96 | 0.17 | 0.61 | 1.16 | -0.93 | 1.06 | 1.02 | -0.95 |
| Standard Deviation(%) | NA | 39.68 | 28.57 | 26.73 | 24.84 | NA | NA | … | … | 46.83 | 19.34 | 19.56 | 31.60 | 21.78 | 39.21 | 16.68 | 18.02 | 11.85 | 18.48 | 17.55 |
| Draw Down(%) | NA | 34.21 | 34.21 | 35.37 | 42.46 | NA | NA | … | … | 32.70 | 10.51 | 18.39 | 31.04 | 19.29 | 39.27 | 13.25 | 28.68 | 7.02 | 13.88 | 15.33 |
| Yield(%) | 0.00 | 2.83 | 5.78 | 6.31 | 6.67 | 4.13 | 3.10 | … | … | 0.00 | 3.03 | 5.79 | 7.60 | 9.51 | 3.62 | 4.02 | 15.23 | 7.55 | 0.32 | 8.07 |
Data as of 08/28/2025, Common starting date is 05/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBSOX (NEW OPPORTUNITIES FUND CLASS C) |
-5.48%
Mar 2017 – Mar 2020 |
2.27%
Sep 2018 – Sep 2023 |
5.26%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBSOX (NEW OPPORTUNITIES FUND CLASS C) |
20.63%
Dec 2018 – Dec 2021 |
14.90%
Feb 2016 – Feb 2021 |
5.47%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart