Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFDRX (FINANCIAL INDUSTRIES FUND CLASS R6) | -1.47% | 7.73% | 19.19% | 6.62% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/31/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFDRX (FINANCIAL INDUSTRIES FUND CLASS R6) | 08/31/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 7.73 | 19.19 | 6.62 | NA | NA | NA | … | … | -1.47 | -23.14 | 30.56 | 5.41 | -13.85 | 29.23 | 1.92 | 31.80 | -15.02 | 9.96 |
| Sharpe Ratio | NA | 0.31 | 0.92 | 0.21 | NA | NA | NA | … | … | -0.34 | -0.59 | 1.67 | 0.09 | -0.62 | 1.54 | 0.04 | 2.02 | -0.97 | 2.85 |
| Standard Deviation(%) | NA | 15.93 | 17.89 | 19.95 | NA | NA | NA | … | … | 18.21 | 44.33 | 16.12 | 18.81 | 24.66 | 18.93 | 41.49 | 14.98 | 16.89 | 11.43 |
| Draw Down(%) | NA | 13.73 | 18.79 | 30.53 | NA | NA | NA | … | … | 13.73 | 32.17 | 8.31 | 20.05 | 25.06 | 9.04 | 42.05 | 8.32 | 24.30 | 3.68 |
| Yield(%) | 0.00 | 35.80 | 22.18 | 13.33 | 10.53 | 7.02 | 5.26 | … | … | 0.00 | 36.94 | 12.46 | 2.36 | 8.92 | 24.89 | 5.49 | 9.63 | 6.43 | 8.77 |
Data as of 06/05/2026, Common starting date is 08/31/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFDRX (FINANCIAL INDUSTRIES FUND CLASS R6) |
-1.06%
Oct 2017 – Oct 2020 |
1.88%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFDRX (FINANCIAL INDUSTRIES FUND CLASS R6) |
20.46%
May 2023 – May 2026 |
17.40%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart