Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFGIX (FUNDAMENTAL GLOBAL FRANCHISE FUND CLASS I) | NA | 196,059.85% | 1,205.57% | 406.74% | 130.65% | NA | NA | … | … |
Data as of 04/07/2025, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFGIX (FUNDAMENTAL GLOBAL FRANCHISE FUND CLASS I) | 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 | 196,059.85 | 1,205.57 | 406.74 | 130.65 | NA | NA | … | … | 222,726.94 | -7.54 | 25.55 | -23.31 | 17.94 | 14.72 | 28.79 | -11.31 | 24.68 | 3.12 | 14.15 | 0.87 | 25.39 | 8.95 |
| Sharpe Ratio | NA | 253.99 | 2.69 | 1.17 | 0.53 | NA | NA | … | … | NA | -0.54 | 1.64 | -1.01 | 1.54 | 0.48 | 2.80 | -0.95 | 3.41 | 0.22 | 1.05 | 0.08 | 2.30 | 1.71 |
| Standard Deviation(%) | NA | 772.57 | 446.86 | 346.01 | 244.65 | NA | NA | … | … | 1,517.56 | 20.74 | 13.44 | 24.64 | 11.63 | 30.12 | 9.77 | 13.37 | 7.07 | 13.00 | 13.50 | 10.88 | 11.00 | 11.12 |
| Draw Down(%) | NA | 22.09 | 23.12 | 31.90 | 31.90 | NA | NA | … | … | 5.85 | 20.13 | 12.79 | 31.41 | 5.81 | 28.54 | 5.31 | 19.76 | 2.97 | 9.11 | 9.51 | 8.81 | 6.93 | 5.65 |
| Yield(%) | 0.00 | 88.30 | 33.15 | 30.04 | 16.26 | 15.02 | 11.26 | … | … | 100.64 | 0.87 | 8.11 | 6.11 | 10.01 | 8.46 | 7.92 | 11.35 | 17.84 | 10.75 | 11.36 | 5.93 | 6.34 | 0.63 |
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 |
|---|---|---|---|---|
| JFGIX (FUNDAMENTAL GLOBAL FRANCHISE FUND CLASS I) |
-3.80%
Dec 2021 – Dec 2024 |
1.97%
Sep 2017 – Sep 2022 |
6.81%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFGIX (FUNDAMENTAL GLOBAL FRANCHISE FUND CLASS I) |
1,199.82%
Mar 2022 – Mar 2025 |
407.39%
Mar 2020 – Mar 2025 |
131.01%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart