Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCVFX (CLASSIC VALUE FUND CLASS R4) | NA | 16.16% | 4.12% | 4.94% | 9.47% | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 05/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCVFX (CLASSIC VALUE FUND CLASS R4) | 05/26/2009 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.16 | 4.12 | 4.94 | 9.47 | NA | NA | … | … | 16.16 | -16.75 | 16.72 | 22.27 | -7.01 | 10.75 | 40.82 | 15.15 | -6.64 | 15.94 | 26.09 |
| Sharpe Ratio | NA | 0.98 | 0.20 | 0.26 | 0.52 | NA | NA | … | … | 0.92 | -1.07 | 1.65 | 1.09 | -0.41 | 0.87 | 3.31 | 0.94 | -0.25 | 0.78 | 2.10 |
| Standard Deviation(%) | NA | 16.13 | 14.67 | 16.38 | 17.42 | NA | NA | … | … | 16.14 | 16.96 | 9.80 | 20.17 | 17.05 | 12.36 | 12.32 | 16.25 | 26.70 | 20.27 | 22.05 |
| Draw Down(%) | NA | 12.22 | 27.21 | 27.21 | 27.21 | NA | NA | … | … | 12.22 | 27.21 | 5.48 | 15.61 | 16.18 | 9.91 | 5.51 | 14.77 | 26.58 | 19.09 | 8.89 |
| Yield(%) | 0.00 | 0.00 | 1.28 | 1.56 | 2.12 | 1.84 | 1.38 | … | … | 0.00 | 2.16 | 1.32 | 2.38 | 1.51 | 1.18 | 1.44 | 1.47 | 1.10 | 0.12 | 0.89 |
Data as of 12/30/2019, Common starting date is 05/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCVFX (CLASSIC VALUE FUND CLASS R4) |
4.69%
Nov 2016 – Nov 2019 |
3.97%
Aug 2014 – Aug 2019 |
9.28%
Aug 2009 – Aug 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCVFX (CLASSIC VALUE FUND CLASS R4) |
24.35%
Sep 2011 – Sep 2014 |
18.34%
Jun 2009 – Jun 2014 |
11.93%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart