Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFIGX (FLOATING RATE INCOME FUND CLASS C) | -0.24% | 2.18% | 6.30% | 4.12% | 3.76% | 3.10% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFIGX (FLOATING RATE INCOME FUND CLASS C) | 01/18/2008 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.18 | 6.30 | 4.12 | 3.76 | 3.10 | NA | … | … | -0.24 | 3.76 | 7.72 | 12.51 | -3.80 | 3.93 | 1.76 | 8.36 | -1.96 | 0.95 | 10.41 | -4.99 | -1.00 | 4.28 | 7.92 | 1.23 | 8.34 | 40.24 | -25.24 |
| Sharpe Ratio | NA | 0.03 | 1.37 | 0.58 | 0.57 | NA | NA | … | … | -1.35 | 0.35 | 1.80 | 3.06 | -1.40 | 3.65 | 0.16 | 2.97 | -1.72 | 0.18 | 4.02 | -2.46 | -0.49 | 2.99 | 1.95 | 0.32 | 2.66 | 8.02 | -3.20 |
| Standard Deviation(%) | NA | 2.17 | 2.48 | 2.73 | 3.81 | NA | NA | … | … | 2.28 | 2.50 | 2.27 | 2.92 | 3.74 | 1.07 | 9.61 | 2.32 | 1.95 | 1.64 | 2.54 | 2.04 | 2.06 | 1.42 | 4.07 | 3.72 | 3.10 | 5.01 | 8.51 |
| Draw Down(%) | NA | 1.81 | 2.74 | 7.63 | 20.98 | NA | NA | … | … | 1.81 | 2.74 | 0.78 | 1.71 | 7.63 | 0.60 | 20.98 | 0.96 | 4.67 | 2.17 | 3.54 | 7.57 | 3.97 | 1.36 | 2.88 | 6.51 | 4.24 | 3.22 | 30.16 |
| Yield(%) | 0.00 | 5.03 | 6.75 | 5.89 | 4.79 | 4.21 | 3.90 | … | … | 1.74 | 5.82 | 7.42 | 8.14 | 6.52 | 2.79 | 3.34 | 4.90 | 3.42 | 3.44 | 4.93 | 3.87 | 3.93 | 3.99 | 4.96 | 4.99 | 7.47 | 6.75 | 3.50 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| JFIGX (FLOATING RATE INCOME FUND CLASS C) |
-2.91%
Mar 2017 – Mar 2020 |
-0.95%
Mar 2015 – Mar 2020 |
1.33%
Mar 2010 – Mar 2020 |
2.74%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFIGX (FLOATING RATE INCOME FUND CLASS C) |
15.43%
Dec 2008 – Dec 2011 |
11.60%
Dec 2008 – Dec 2013 |
6.16%
Nov 2008 – Nov 2018 |
5.42%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart