Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFCAX (FUNDAMENTAL ALL CAP CORE FUND CLASS A) | 0.34% | 10.59% | 14.28% | 6.25% | 12.28% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFCAX (FUNDAMENTAL ALL CAP CORE FUND CLASS A) | 06/06/2011 | 06/03/2026 |
| 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 (%) | -0.11 | 10.59 | 14.28 | 6.25 | 12.28 | NA | NA | … | … | 0.34 | 4.51 | 23.29 | 34.41 | -27.36 | 25.33 | 23.60 | 35.97 | -14.58 | 27.14 | 7.96 | 3.70 | 9.06 | 34.16 | 23.13 | -5.37 |
| Sharpe Ratio | NA | 0.75 | 0.71 | 0.20 | 0.51 | NA | NA | … | … | 0.11 | 0.08 | 1.31 | 1.87 | -0.96 | 1.69 | 0.62 | 2.29 | -0.83 | 2.86 | 0.45 | 0.22 | 0.65 | 2.69 | 1.45 | -0.29 |
| Standard Deviation(%) | NA | 13.20 | 17.04 | 20.20 | 20.89 | NA | NA | … | … | 14.82 | 20.63 | 15.03 | 16.63 | 29.99 | 15.02 | 37.48 | 15.07 | 19.41 | 9.31 | 17.34 | 16.57 | 13.96 | 12.69 | 16.03 | 32.02 |
| Draw Down(%) | NA | 14.16 | 23.88 | 32.13 | 37.09 | NA | NA | … | … | 14.16 | 23.01 | 9.13 | 13.53 | 29.07 | 7.83 | 37.09 | 10.21 | 27.55 | 3.41 | 19.74 | 11.75 | 8.69 | 6.05 | 13.17 | 22.63 |
| Yield(%) | 0.00 | 10.71 | 4.88 | 2.66 | 4.51 | 5.97 | 4.47 | … | … | 0.00 | 10.20 | 0.07 | 0.17 | 0.00 | 0.00 | 0.00 | 0.00 | 7.60 | 7.16 | 0.15 | 5.34 | 2.86 | 5.98 | 3.29 | 0.72 |
Data as of 06/03/2026, Common starting date is 06/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFCAX (FUNDAMENTAL ALL CAP CORE FUND CLASS A) |
1.57%
Mar 2017 – Mar 2020 |
4.07%
Mar 2015 – Mar 2020 |
9.29%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFCAX (FUNDAMENTAL ALL CAP CORE FUND CLASS A) |
28.19%
Dec 2018 – Dec 2021 |
20.09%
Oct 2016 – Oct 2021 |
17.50%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart