Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFACX (FUNDAMENTAL ALL CAP CORE FUND CLASS R2) | 1.56% | 11.70% | 14.66% | 8.08% | 13.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFACX (FUNDAMENTAL ALL CAP CORE FUND CLASS R2) | 03/30/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 11.70 | 14.66 | 8.08 | 13.56 | NA | NA | … | … | 1.56 | -4.72 | 23.15 | 34.28 | -23.68 | 29.57 | 27.27 | 35.77 | -14.67 | 27.37 | 8.10 | 0.77 |
| Sharpe Ratio | NA | 0.74 | 0.71 | 0.29 | 0.58 | NA | NA | … | … | 0.10 | -0.33 | 1.30 | 1.86 | -0.86 | 2.04 | 0.72 | 2.28 | -0.83 | 2.89 | 0.46 | 0.06 |
| Standard Deviation(%) | NA | 13.21 | 17.02 | 19.90 | 20.72 | NA | NA | … | … | 14.80 | 22.97 | 15.06 | 16.58 | 29.32 | 14.45 | 37.33 | 15.05 | 19.42 | 9.30 | 17.31 | 16.94 |
| Draw Down(%) | NA | 14.18 | 23.92 | 28.55 | 37.10 | NA | NA | … | … | 14.18 | 23.05 | 9.12 | 13.56 | 27.84 | 5.03 | 37.10 | 10.20 | 27.59 | 3.45 | 19.67 | 11.74 |
| Yield(%) | 0.00 | 10.56 | 4.77 | 4.10 | 6.47 | 4.41 | 3.31 | … | … | 0.00 | 10.07 | 0.00 | 0.06 | 3.74 | 4.33 | 3.65 | 0.00 | 7.54 | 7.20 | 0.35 | 5.13 |
Data as of 06/04/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFACX (FUNDAMENTAL ALL CAP CORE FUND CLASS R2) |
1.54%
Mar 2017 – Mar 2020 |
7.15%
Apr 2015 – Apr 2020 |
11.21%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFACX (FUNDAMENTAL ALL CAP CORE FUND CLASS R2) |
30.82%
Dec 2018 – Dec 2021 |
20.75%
Oct 2016 – Oct 2021 |
14.40%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart