Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCVWX (CLASSIC VALUE FUND CLASS R6) | 5.48% | 16.48% | 12.64% | 3.45% | 8.02% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCVWX (CLASSIC VALUE FUND CLASS R6) | 09/02/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 16.48 | 12.64 | 3.45 | 8.02 | NA | NA | … | … | 5.48 | 12.43 | 4.92 | 19.12 | -20.76 | 28.74 | -2.36 | 25.87 | -16.62 | 16.89 | 22.47 | -6.86 | 10.92 | 41.10 | 15.31 | 7.11 |
| Sharpe Ratio | NA | 0.83 | 0.55 | 0.05 | 0.26 | NA | NA | … | … | 0.52 | 0.48 | 0.09 | 0.93 | -0.75 | 1.41 | -0.05 | 1.43 | -1.07 | 1.66 | 1.10 | -0.40 | 0.88 | 3.33 | 0.95 | 0.71 |
| Standard Deviation(%) | NA | 15.83 | 16.95 | 20.54 | 24.13 | NA | NA | … | … | 17.04 | 19.97 | 14.57 | 16.80 | 29.58 | 20.40 | 51.36 | 17.07 | 16.96 | 9.82 | 20.17 | 17.03 | 12.37 | 12.34 | 16.21 | 33.20 |
| Draw Down(%) | NA | 11.79 | 17.53 | 27.82 | 51.21 | NA | NA | … | … | 11.79 | 17.53 | 8.10 | 14.61 | 27.82 | 10.93 | 50.51 | 12.23 | 27.12 | 5.48 | 15.60 | 16.13 | 9.89 | 5.46 | 14.77 | 12.89 |
| Yield(%) | 0.00 | 29.46 | 22.60 | 11.46 | 10.81 | 13.09 | 9.82 | … | … | 0.00 | 30.11 | 35.77 | 7.37 | 1.81 | 1.18 | 1.49 | 6.30 | 2.31 | 1.46 | 2.55 | 1.66 | 1.34 | 1.58 | 1.62 | 1.57 |
Data as of 06/05/2026, Common starting date is 09/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCVWX (CLASSIC VALUE FUND CLASS R6) |
-11.12%
Mar 2017 – Mar 2020 |
-3.45%
Mar 2015 – Mar 2020 |
5.17%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCVWX (CLASSIC VALUE FUND CLASS R6) |
21.75%
Dec 2011 – Dec 2014 |
16.76%
Mar 2020 – Mar 2025 |
12.24%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart