Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFGAX (FUNDAMENTAL GLOBAL FRANCHISE FUND CLASS A) | NA | 801,167.71% | 1,983.66% | 569.99% | 164.81% | NA | NA | … | … |
Data as of 04/07/2025, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFGAX (FUNDAMENTAL GLOBAL FRANCHISE FUND CLASS A) | 07/02/2012 | 04/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 801,167.71 | 1,983.66 | 569.99 | 164.81 | NA | NA | … | … | 915,355.45 | -8.09 | 25.16 | -23.52 | 17.57 | 14.32 | 28.40 | -11.47 | 24.31 | 2.80 | 13.86 | 0.38 | 24.94 | 8.72 |
| Sharpe Ratio | NA | 877.86 | 3.75 | 1.39 | 0.56 | NA | NA | … | … | NA | -0.56 | 1.62 | -1.02 | 1.51 | 0.46 | 2.75 | -0.97 | 3.36 | 0.20 | 1.02 | 0.03 | 2.26 | 1.66 |
| Standard Deviation(%) | NA | 914.22 | 528.71 | 409.32 | 289.34 | NA | NA | … | … | 1,795.96 | 20.95 | 13.38 | 24.64 | 11.61 | 30.21 | 9.78 | 13.36 | 7.07 | 12.99 | 13.50 | 10.85 | 11.05 | 11.14 |
| Draw Down(%) | NA | 22.36 | 23.22 | 32.08 | 32.08 | NA | NA | … | … | 5.85 | 20.38 | 12.88 | 31.59 | 5.85 | 28.70 | 5.33 | 19.88 | 3.06 | 9.21 | 9.54 | 8.92 | 6.94 | 5.75 |
| Yield(%) | 0.00 | 87.69 | 32.80 | 29.61 | 15.95 | 14.64 | 10.98 | … | … | 100.59 | 0.55 | 7.84 | 5.98 | 10.07 | 8.49 | 7.60 | 11.08 | 17.55 | 10.45 | 11.04 | 5.59 | 5.99 | 0.41 |
Data as of 04/07/2025, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFGAX (FUNDAMENTAL GLOBAL FRANCHISE FUND CLASS A) |
-4.18%
Dec 2021 – Dec 2024 |
1.67%
Sep 2017 – Sep 2022 |
6.46%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFGAX (FUNDAMENTAL GLOBAL FRANCHISE FUND CLASS A) |
1,974.37%
Mar 2022 – Mar 2025 |
570.85%
Mar 2020 – Mar 2025 |
165.24%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart