Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCVCX (CLASSIC VALUE FUND CLASS C) | 3.94% | 13.19% | 11.03% | 1.97% | 6.77% | 7.09% | 4.21% | … | … |
Data as of 06/03/2026, Common starting date is 11/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCVCX (CLASSIC VALUE FUND CLASS C) | 11/22/2002 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 13.19 | 11.03 | 1.97 | 6.77 | 7.09 | 4.21 | … | … | 3.94 | 11.24 | 3.74 | 17.81 | -21.89 | 27.31 | -3.44 | 23.91 | -17.54 | 15.63 | 21.06 | -7.90 | 9.70 | 39.43 | 14.03 | -7.50 | 15.17 | 34.89 | -47.00 | -14.80 | 15.64 | 7.98 | 13.44 | 35.36 | -2.21 |
| Sharpe Ratio | NA | 0.75 | 0.48 | -0.01 | 0.21 | NA | NA | … | … | 0.45 | 0.42 | 0.01 | 0.85 | -0.79 | 1.34 | -0.07 | 1.32 | -1.12 | 1.53 | 1.04 | -0.47 | 0.78 | 3.19 | 0.87 | -0.28 | 0.75 | 0.96 | -0.97 | -0.96 | 1.25 | 0.57 | 1.18 | 2.11 | -1.06 |
| Standard Deviation(%) | NA | 15.83 | 16.96 | 20.61 | 24.16 | NA | NA | … | … | 17.10 | 19.98 | 14.52 | 16.85 | 29.79 | 20.41 | 51.34 | 17.05 | 16.99 | 9.83 | 20.14 | 17.04 | 12.36 | 12.34 | 16.21 | 26.64 | 20.02 | 36.28 | 49.34 | 18.76 | 9.82 | 10.05 | 10.59 | 16.45 | 19.95 |
| Draw Down(%) | NA | 12.01 | 17.70 | 28.74 | 52.58 | NA | NA | … | … | 12.01 | 17.70 | 8.28 | 14.84 | 28.74 | 11.06 | 50.60 | 12.29 | 27.84 | 5.60 | 15.71 | 16.43 | 9.95 | 5.57 | 14.93 | 26.92 | 19.26 | 37.02 | 59.77 | 24.86 | 7.81 | 5.58 | 7.04 | 16.02 | 6.23 |
| Yield(%) | 0.00 | 29.34 | 22.12 | 10.76 | 9.67 | 9.33 | 5.46 | … | … | 0.00 | 30.08 | 35.52 | 6.34 | 0.78 | 0.00 | 0.67 | 4.61 | 1.24 | 0.31 | 1.41 | 0.57 | 0.13 | 0.16 | 0.41 | 0.20 | 0.00 | 0.23 | 3.05 | 7.37 | 3.45 | 1.31 | 0.34 | 0.81 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| JCVCX (CLASSIC VALUE FUND CLASS C) |
-27.74%
Feb 2006 – Feb 2009 |
-14.37%
Feb 2004 – Feb 2009 |
0.52%
Feb 2006 – Feb 2016 |
0.71%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCVCX (CLASSIC VALUE FUND CLASS C) |
28.68%
Feb 2009 – Feb 2012 |
25.08%
Feb 2009 – Feb 2014 |
14.93%
Feb 2009 – Feb 2019 |
11.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart