Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFIFX (FINANCIAL INDUSTRIES FUND CLASS I) | -3.68% | 4.17% | 18.16% | 6.03% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFIFX (FINANCIAL INDUSTRIES FUND CLASS I) | 09/12/2016 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.61 | 4.17 | 18.16 | 6.03 | NA | NA | NA | … | … | -3.68 | 12.30 | 30.46 | 5.25 | -13.94 | 29.16 | 1.77 | 31.59 | -15.10 | 13.78 | 20.95 |
| Sharpe Ratio | NA | 0.30 | 0.90 | 0.20 | NA | NA | NA | … | … | -0.34 | 0.46 | 1.66 | 0.09 | -0.63 | 1.54 | 0.04 | 2.02 | -0.98 | 1.03 | 5.72 |
| Standard Deviation(%) | NA | 16.02 | 17.98 | 20.01 | NA | NA | NA | … | … | 18.34 | 20.65 | 16.19 | 18.88 | 24.65 | 18.97 | 41.47 | 14.94 | 16.93 | 12.79 | 15.05 |
| Draw Down(%) | NA | 13.75 | 18.85 | 30.66 | NA | NA | NA | … | … | 13.75 | 18.85 | 8.33 | 20.11 | 25.11 | 9.11 | 42.05 | 8.32 | 24.42 | 7.81 | 2.67 |
| Yield(%) | 0.00 | 35.39 | 22.06 | 13.25 | 13.00 | 8.67 | 6.50 | … | … | 0.00 | 36.84 | 12.34 | 2.27 | 8.84 | 24.74 | 5.40 | 9.50 | 6.34 | 8.91 | 8.00 |
Data as of 06/03/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFIFX (FINANCIAL INDUSTRIES FUND CLASS I) |
-4.37%
Mar 2017 – Mar 2020 |
1.78%
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 |
|---|---|---|---|---|
| JFIFX (FINANCIAL INDUSTRIES FUND CLASS I) |
20.30%
May 2023 – May 2026 |
17.26%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart