Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JELGX (Jhn Hk Grwt Mvp1) | 3.40% | 4.88% | 3.20% | 2.05% | 2.47% | 4.72% | 3.00% | 3.42% |
Data as of 07/22/2025, AR inception is 01/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JELGX (Jhn Hk Grwt Mvp1) | 01/07/1997 | 07/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.20 | 4.88 | 3.20 | 2.05 | 2.47 | 4.72 | 3.00 | 3.42 | 3.40 | 11.28 | -0.69 | -16.72 | 12.83 | -7.47 | 19.53 | -6.56 | 18.59 | 3.32 | -4.52 | 2.17 | 19.35 | 13.87 | -1.57 | 13.31 | 33.29 | -36.63 | 2.54 | -0.85 | 7.91 | 12.98 | 29.55 | -15.84 | -12.49 | -5.78 | 14.19 | 4.13 | 13.84 |
| Sharpe Ratio | NA | 0.11 | 0.02 | 0.00 | 0.08 | NA | NA | 0.13 | 0.18 | 0.48 | -0.31 | -1.77 | 1.27 | -0.47 | 2.17 | -0.72 | 3.38 | 0.40 | -0.52 | 0.27 | 2.34 | 1.41 | -0.09 | 0.94 | 1.66 | -1.22 | -0.03 | -0.25 | 0.72 | 1.29 | 2.51 | -0.96 | -0.98 | -0.60 | 1.09 | 0.06 | 1.07 |
| Standard Deviation(%) | NA | 12.58 | 12.74 | 12.28 | 11.17 | NA | NA | 13.70 | 13.97 | 9.84 | 15.85 | 10.27 | 10.06 | 16.36 | 8.36 | 11.02 | 5.33 | 7.85 | 8.72 | 7.92 | 8.26 | 9.89 | 18.09 | 14.11 | 19.95 | 30.73 | 14.10 | 16.81 | 7.94 | 9.36 | 11.48 | 17.74 | 15.40 | 16.52 | 10.07 | 13.49 | 9.79 |
| Draw Down(%) | NA | 12.41 | 21.74 | 28.85 | 28.85 | NA | NA | 50.18 | 12.41 | 5.73 | 21.74 | 19.18 | 4.74 | 21.45 | 4.85 | 13.80 | 1.65 | 5.31 | 9.95 | 6.25 | 5.60 | 7.21 | 15.88 | 11.04 | 20.22 | 45.92 | 9.20 | 18.95 | 6.86 | 8.52 | 10.79 | 26.33 | 27.29 | 14.26 | 7.72 | 23.63 | 7.55 |
| Yield(%) | 0.00 | 2.06 | 2.07 | 2.12 | 4.00 | 4.70 | 3.39 | 3.64 | 0.00 | 2.27 | 1.91 | 2.03 | 2.45 | 1.92 | 10.02 | 10.31 | 6.24 | 4.80 | 2.21 | 2.92 | 2.75 | 2.03 | 2.76 | 2.80 | 3.82 | 6.74 | 3.72 | 0.00 | 2.75 | 0.00 | 1.32 | 1.97 | 4.92 | 5.14 | 3.60 | 4.17 | 3.30 |
Data as of 07/22/2025, AR inception is 01/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JELGX (Jhn Hk Grwt Mvp1) |
-18.28%
Feb 2006 - Feb 2009 |
-7.81%
Feb 2004 - Feb 2009 |
-3.05%
Feb 1999 - Feb 2009 |
1.69%
Jul 1997 - Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JELGX (Jhn Hk Grwt Mvp1) |
22.31%
Feb 2009 - Feb 2012 |
18.47%
Feb 2009 - Feb 2014 |
10.59%
Feb 2009 - Feb 2019 |
6.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart