Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JCOBX (GREATER CHINA OPPORTUNITIES FUND CLASS B) | NA | 10.98% | 11.17% | 5.24% | 4.34% | NA | NA | 8.35% |
Data as of 12/30/2019, AR inception is 06/16/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCOBX (GREATER CHINA OPPORTUNITIES FUND CLASS B) | 06/16/2005 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.98 | 11.17 | 5.24 | 4.34 | NA | NA | 8.35 | 10.98 | -18.84 | 52.52 | 0.14 | -6.51 | -1.15 | 15.41 | 22.16 | -23.47 | 10.70 | 57.09 | -53.19 | 47.10 | 69.16 | 10.67 |
| Sharpe Ratio | NA | 1.00 | 0.63 | 0.25 | 0.21 | NA | NA | 0.30 | 0.95 | -0.89 | 4.48 | 0.00 | -0.28 | -0.08 | 1.02 | 1.31 | -0.88 | 0.52 | 1.91 | -1.03 | 1.53 | 4.05 | 1.42 |
| Standard Deviation(%) | NA | 10.11 | 15.83 | 17.90 | 18.58 | NA | NA | 23.91 | 10.12 | 22.54 | 11.63 | 17.98 | 22.99 | 14.07 | 15.11 | 17.08 | 26.81 | 20.41 | 29.90 | 52.24 | 28.94 | 16.34 | 12.76 |
| Draw Down(%) | NA | 6.31 | 30.82 | 36.10 | 36.10 | NA | NA | 68.91 | 6.31 | 30.21 | 7.77 | 15.32 | 30.85 | 10.46 | 13.02 | 15.09 | 34.16 | 17.35 | 18.40 | 62.85 | 21.39 | 15.21 | 10.71 |
| Yield(%) | 0.00 | 0.00 | 7.10 | 5.20 | 3.96 | 6.33 | 4.75 | 6.78 | 0.00 | 10.11 | 5.98 | 0.64 | 6.98 | 9.14 | 0.91 | 0.00 | 0.12 | 0.00 | 0.01 | 0.00 | 9.79 | 3.36 | 0.35 |
Data as of 12/30/2019, AR inception is 06/16/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCOBX (GREATER CHINA OPPORTUNITIES FUND CLASS B) |
-13.02%
Oct 2007 - Oct 2010 |
-10.23%
Oct 2007 - Oct 2012 |
-0.17%
Oct 2007 - Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCOBX (GREATER CHINA OPPORTUNITIES FUND CLASS B) |
25.33%
Jul 2005 - Jul 2008 |
16.37%
Feb 2009 - Feb 2014 |
10.48%
Feb 2009 - Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart