Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFIBX (FLOATING RATE INCOME FUND CLASS B) | NA | -0.43% | 1.75% | 3.39% | 2.44% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 01/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFIBX (FLOATING RATE INCOME FUND CLASS B) | 01/18/2008 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.43 | 1.75 | 3.39 | 2.44 | NA | NA | … | … | -1.36 | 8.38 | -1.98 | 2.09 | 10.45 | -5.13 | -1.11 | 4.22 | 8.06 | 1.06 | 8.42 | 40.04 | -25.33 |
| Sharpe Ratio | NA | -0.07 | 0.14 | 0.56 | 0.52 | NA | NA | … | … | -0.17 | 2.92 | -1.72 | 0.91 | 3.97 | -2.60 | -0.54 | 2.95 | 1.92 | 0.28 | 2.70 | 7.90 | -3.20 |
| Standard Deviation(%) | NA | 9.59 | 5.81 | 4.71 | 3.92 | NA | NA | … | … | 9.74 | 2.39 | 1.92 | 1.61 | 2.57 | 1.98 | 2.09 | 1.42 | 4.20 | 3.74 | 3.08 | 5.06 | 8.53 |
| Draw Down(%) | NA | 21.05 | 21.05 | 21.05 | 21.05 | NA | NA | … | … | 21.05 | 0.97 | 4.58 | 1.19 | 3.43 | 7.60 | 3.92 | 1.48 | 3.00 | 6.56 | 4.26 | 3.35 | 30.26 |
| Yield(%) | 0.00 | 3.45 | 3.65 | 3.98 | 4.04 | 3.45 | 2.59 | … | … | 2.62 | 4.90 | 3.42 | 3.45 | 4.93 | 3.87 | 3.83 | 3.93 | 4.97 | 4.95 | 7.44 | 6.74 | 3.62 |
Data as of 12/17/2020, Common starting date is 01/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFIBX (FLOATING RATE INCOME FUND CLASS B) |
-2.60%
Mar 2017 – Mar 2020 |
-0.74%
Mar 2015 – Mar 2020 |
1.42%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFIBX (FLOATING RATE INCOME FUND CLASS B) |
15.34%
Dec 2008 – Dec 2011 |
11.56%
Dec 2008 – Dec 2013 |
6.24%
Nov 2008 – Nov 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart