Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCVBX (CLASSIC VALUE FUND CLASS B) | NA | -24.49% | -8.36% | 1.61% | 4.86% | 1.74% | NA | … | … |
Data as of 12/17/2020, Common starting date is 11/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCVBX (CLASSIC VALUE FUND CLASS B) | 11/22/2002 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.49 | -8.36 | 1.61 | 4.86 | 1.74 | NA | … | … | -24.98 | 23.94 | -17.55 | 15.62 | 21.06 | -7.90 | 9.70 | 39.48 | 14.03 | -7.50 | 15.09 | 34.85 | -46.97 | -14.80 | 15.68 | 8.11 | 13.44 | 35.36 | -2.21 |
| Sharpe Ratio | NA | -0.51 | -0.29 | 0.03 | 0.20 | NA | NA | … | … | -0.52 | 1.32 | -1.11 | 1.53 | 1.03 | -0.47 | 0.78 | 3.19 | 0.87 | -0.28 | 0.75 | 0.96 | -0.97 | -0.95 | 1.27 | 0.59 | 1.18 | 2.11 | -1.05 |
| Standard Deviation(%) | NA | 48.58 | 31.34 | 26.31 | 22.40 | NA | NA | … | … | 49.46 | 17.04 | 16.98 | 9.84 | 20.16 | 17.03 | 12.37 | 12.37 | 16.23 | 26.64 | 20.09 | 36.24 | 49.34 | 18.74 | 9.81 | 10.01 | 10.63 | 16.45 | 19.95 |
| Draw Down(%) | NA | 50.60 | 52.57 | 52.57 | 52.57 | NA | NA | … | … | 50.60 | 12.28 | 27.84 | 5.60 | 15.71 | 16.42 | 9.99 | 5.57 | 14.97 | 26.96 | 19.20 | 37.02 | 59.74 | 24.85 | 7.81 | 5.58 | 7.04 | 15.96 | 6.23 |
| Yield(%) | 0.00 | 0.00 | 1.68 | 1.76 | 1.47 | 1.69 | 2.10 | … | … | 0.00 | 4.61 | 1.22 | 0.31 | 1.41 | 0.57 | 0.13 | 0.15 | 0.41 | 0.20 | 0.00 | 0.23 | 3.05 | 7.37 | 3.45 | 1.42 | 0.34 | 0.81 | 0.00 |
Data as of 12/17/2020, Common starting date is 11/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCVBX (CLASSIC VALUE FUND CLASS B) |
-27.74%
Feb 2006 – Feb 2009 |
-14.36%
Feb 2004 – Feb 2009 |
0.52%
Feb 2006 – Feb 2016 |
0.72%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCVBX (CLASSIC VALUE FUND CLASS B) |
28.70%
Feb 2009 – Feb 2012 |
25.08%
Feb 2009 – Feb 2014 |
14.93%
Feb 2009 – Feb 2019 |
7.63%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart