Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFCIX (FUNDAMENTAL ALL CAP CORE FUND CLASS I) | 1.77% | 12.14% | 15.12% | 6.74% | 12.71% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFCIX (FUNDAMENTAL ALL CAP CORE FUND CLASS I) | 06/06/2011 | 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 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 12.14 | 15.12 | 6.74 | 12.71 | NA | NA | … | … | 1.77 | -4.42 | 23.65 | 34.78 | -27.05 | 25.84 | 24.07 | 36.36 | -14.37 | 27.56 | 8.34 | 4.03 | 9.38 | 34.82 | 23.64 | -5.11 |
| Sharpe Ratio | NA | 0.77 | 0.73 | 0.22 | 0.53 | NA | NA | … | … | 0.13 | -0.32 | 1.14 | 1.86 | -0.95 | 1.72 | 0.63 | 2.32 | -0.81 | 2.91 | 0.47 | 0.24 | 0.67 | 2.73 | 1.49 | -0.27 |
| Standard Deviation(%) | NA | 13.24 | 17.03 | 20.18 | 20.88 | NA | NA | … | … | 14.87 | 23.02 | 15.02 | 16.59 | 29.95 | 15.02 | 37.44 | 15.09 | 19.45 | 9.28 | 17.33 | 16.49 | 13.95 | 12.74 | 15.96 | 31.94 |
| Draw Down(%) | NA | 14.11 | 23.81 | 31.76 | 37.06 | NA | NA | … | … | 14.11 | 22.98 | 9.11 | 13.45 | 28.78 | 7.72 | 37.06 | 10.21 | 27.46 | 3.44 | 19.66 | 11.67 | 8.65 | 6.03 | 13.06 | 22.54 |
| Yield(%) | 0.00 | 10.65 | 5.07 | 2.76 | 4.69 | 6.32 | 4.74 | … | … | 0.00 | 10.17 | 0.37 | 0.48 | 0.00 | 0.00 | 0.00 | 0.22 | 7.52 | 7.30 | 0.46 | 5.39 | 2.99 | 6.37 | 3.69 | 0.98 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JFCIX (FUNDAMENTAL ALL CAP CORE FUND CLASS I) |
1.87%
Mar 2017 – Mar 2020 |
4.40%
Mar 2015 – Mar 2020 |
9.66%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFCIX (FUNDAMENTAL ALL CAP CORE FUND CLASS I) |
28.65%
Dec 2018 – Dec 2021 |
20.46%
Oct 2016 – Oct 2021 |
17.91%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart