Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JELCX (Jhn Hk Cnsv Mvp1) | 2.17% | 9.06% | 5.85% | 1.06% | 2.78% | 3.33% | 3.63% | … | … |
Data as of 06/05/2026, Common starting date is 01/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JELCX (Jhn Hk Cnsv Mvp1) | 01/30/1997 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.96 | 9.06 | 5.85 | 1.06 | 2.78 | 3.33 | 3.63 | … | … | 2.17 | 8.84 | 3.60 | 5.50 | -14.80 | 3.48 | 1.95 | 13.39 | -2.18 | 7.82 | 4.58 | 0.06 | 5.02 | 3.87 | 8.52 | 4.24 | 9.44 | 21.72 | -15.57 | 0.92 | 0.07 | -0.56 | 4.11 | 7.23 | 1.89 | 2.98 | 5.92 | 3.87 | 9.99 | 11.53 |
| Sharpe Ratio | NA | 1.66 | 0.56 | -0.21 | 0.26 | NA | NA | … | … | 0.95 | 1.12 | 0.00 | 0.30 | -2.40 | 0.91 | 0.24 | 4.23 | -1.00 | 3.09 | 1.22 | 0.01 | 2.00 | 1.06 | 2.30 | 0.29 | 2.24 | 2.98 | -1.66 | -0.38 | -0.38 | -0.63 | 0.50 | 1.27 | 0.13 | 0.08 | 0.20 | 0.06 | 0.81 | 0.89 |
| Standard Deviation(%) | NA | 4.75 | 5.72 | 5.72 | 5.07 | NA | NA | … | … | 5.66 | 5.35 | 5.43 | 6.30 | 6.78 | 3.80 | 7.15 | 2.82 | 3.57 | 2.33 | 3.57 | 3.57 | 2.50 | 3.61 | 3.71 | 14.62 | 4.18 | 7.26 | 9.93 | 5.87 | 8.92 | 4.45 | 6.24 | 5.13 | 5.69 | 6.97 | 8.59 | 8.08 | 8.07 | 10.00 |
| Draw Down(%) | NA | 4.05 | 7.02 | 18.46 | 18.46 | NA | NA | … | … | 4.05 | 4.63 | 3.51 | 7.02 | 17.84 | 2.47 | 12.70 | 0.93 | 4.58 | 1.06 | 2.75 | 3.95 | 1.60 | 4.25 | 1.68 | 10.24 | 2.75 | 9.40 | 22.99 | 5.67 | 9.76 | 4.82 | 9.03 | 3.95 | 4.15 | 5.90 | 7.01 | 5.42 | 5.60 | 7.69 |
| Yield(%) | 0.00 | 3.91 | 4.10 | 3.17 | 3.61 | 4.28 | 4.23 | … | … | 0.00 | 3.99 | 3.41 | 5.17 | 2.53 | 3.14 | 3.03 | 2.65 | 5.46 | 4.53 | 4.80 | 8.10 | 8.68 | 6.77 | 5.26 | 4.29 | 3.14 | 6.34 | 5.84 | 3.95 | 0.00 | 4.92 | 0.00 | 0.00 | 3.46 | 4.47 | 5.28 | 6.36 | 5.44 | 7.30 |
Data as of 06/05/2026, Common starting date is 01/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JELCX (Jhn Hk Cnsv Mvp1) |
-7.39%
Feb 2006 – Feb 2009 |
-3.90%
Feb 2004 – Feb 2009 |
0.41%
Feb 1999 – Feb 2009 |
2.78%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JELCX (Jhn Hk Cnsv Mvp1) |
14.82%
Feb 2009 – Feb 2012 |
11.00%
Feb 2009 – Feb 2014 |
7.11%
Feb 2009 – Feb 2019 |
4.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart