Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCVSX (CLASSIC VALUE FUND CLASS R2) | 5.27% | 12.55% | 11.22% | 3.26% | 7.66% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCVSX (CLASSIC VALUE FUND CLASS R2) | 03/02/2012 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.99 | 12.55 | 11.22 | 3.26 | 7.66 | NA | NA | … | … | 5.27 | 11.91 | 4.38 | 18.55 | -21.16 | 28.09 | -2.81 | 24.65 | -17.04 | 16.29 | 21.82 | -7.26 | 10.50 | 40.65 | 3.14 |
| Sharpe Ratio | NA | 0.84 | 0.52 | 0.02 | 0.25 | NA | NA | … | … | 0.61 | 0.45 | 0.05 | 0.89 | -0.77 | 1.38 | -0.06 | 1.36 | -1.09 | 1.60 | 1.07 | -0.43 | 0.85 | 3.30 | 0.22 |
| Standard Deviation(%) | NA | 15.85 | 16.87 | 20.56 | 24.13 | NA | NA | … | … | 16.91 | 20.00 | 14.55 | 16.79 | 29.63 | 20.40 | 51.32 | 17.05 | 16.97 | 9.81 | 20.19 | 17.06 | 12.35 | 12.32 | 16.75 |
| Draw Down(%) | NA | 11.90 | 17.61 | 28.16 | 51.95 | NA | NA | … | … | 11.90 | 17.61 | 8.20 | 14.73 | 28.16 | 10.97 | 50.54 | 12.26 | 27.44 | 5.56 | 15.66 | 16.30 | 9.92 | 5.47 | 14.77 |
| Yield(%) | 0.00 | 28.35 | 21.73 | 11.28 | 10.39 | 10.25 | 7.69 | … | … | 0.00 | 29.78 | 35.42 | 6.87 | 1.34 | 0.59 | 1.12 | 5.22 | 1.82 | 0.94 | 2.03 | 1.23 | 1.01 | 1.27 | 1.26 |
Data as of 06/10/2026, Common starting date is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCVSX (CLASSIC VALUE FUND CLASS R2) |
-11.71%
Mar 2017 – Mar 2020 |
-4.03%
Mar 2015 – Mar 2020 |
4.61%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCVSX (CLASSIC VALUE FUND CLASS R2) |
20.93%
May 2012 – May 2015 |
16.20%
Mar 2020 – Mar 2025 |
11.59%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart