Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFAIX (FUNDAMENTAL ALL CAP CORE FUND CLASS R6) | 1.78% | 12.27% | 15.24% | 8.62% | 14.09% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFAIX (FUNDAMENTAL ALL CAP CORE FUND CLASS R6) | 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 (%) | 0.32 | 12.27 | 15.24 | 8.62 | 14.09 | NA | NA | … | … | 1.78 | -4.34 | 23.81 | 34.97 | -23.34 | 30.26 | 27.90 | 36.52 | -14.27 | 27.63 | 8.37 | 1.02 |
| Sharpe Ratio | NA | 0.78 | 0.74 | 0.32 | 0.60 | NA | NA | … | … | 0.14 | -0.32 | 1.34 | 1.91 | -0.85 | 2.09 | 0.74 | 2.33 | -0.81 | 2.92 | 0.47 | 0.08 |
| Standard Deviation(%) | NA | 13.23 | 17.01 | 19.89 | 20.70 | NA | NA | … | … | 14.83 | 22.99 | 15.03 | 16.58 | 29.30 | 14.45 | 37.27 | 15.04 | 19.44 | 9.29 | 17.31 | 16.88 |
| Draw Down(%) | NA | 14.06 | 23.77 | 28.36 | 37.07 | NA | NA | … | … | 14.06 | 22.96 | 9.10 | 13.43 | 27.68 | 5.02 | 37.07 | 10.14 | 27.44 | 3.38 | 19.71 | 11.67 |
| Yield(%) | 0.00 | 10.67 | 5.16 | 4.32 | 6.83 | 4.66 | 3.49 | … | … | 0.00 | 10.19 | 0.48 | 0.59 | 3.66 | 4.26 | 3.61 | 0.30 | 7.52 | 7.38 | 0.57 | 5.25 |
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 |
|---|---|---|---|---|
| JFAIX (FUNDAMENTAL ALL CAP CORE FUND CLASS R6) |
1.99%
Mar 2017 – Mar 2020 |
7.55%
Apr 2015 – Apr 2020 |
11.70%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFAIX (FUNDAMENTAL ALL CAP CORE FUND CLASS R6) |
31.51%
Dec 2018 – Dec 2021 |
21.31%
Oct 2016 – Oct 2021 |
14.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart