Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFLAX (FUNDAMENTAL LARGE CAP CORE FUND CLASS A) | NA | -13.84% | -0.01% | 8.96% | NA | NA | NA | … | … |
Data as of 12/23/2016, Common starting date is 06/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFLAX (FUNDAMENTAL LARGE CAP CORE FUND CLASS A) | 06/06/2011 | 12/23/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -13.84 | -0.01 | 8.96 | NA | NA | NA | … | … | -13.04 | 6.05 | 7.39 | 31.42 | 18.78 | -2.75 |
| Sharpe Ratio | NA | -1.65 | -0.01 | 0.68 | NA | NA | NA | … | … | -1.62 | 0.37 | 0.61 | 2.69 | 1.27 | -0.15 |
| Standard Deviation(%) | NA | 8.54 | 12.68 | 13.02 | NA | NA | NA | … | … | 8.31 | 16.12 | 12.18 | 11.65 | 14.89 | 31.30 |
| Draw Down(%) | NA | 14.58 | 17.10 | 17.10 | NA | NA | NA | … | … | 13.04 | 11.59 | 8.37 | 5.12 | 12.57 | 20.61 |
| Yield(%) | 0.00 | 4.71 | 3.37 | 3.26 | 1.65 | 1.10 | 0.82 | … | … | 0.00 | 4.83 | 2.48 | 3.12 | 1.30 | 0.65 |
Data as of 12/23/2016, Common starting date is 06/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFLAX (FUNDAMENTAL LARGE CAP CORE FUND CLASS A) |
0.51%
Nov 2013 – Nov 2016 |
8.48%
Jul 2011 – Jul 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFLAX (FUNDAMENTAL LARGE CAP CORE FUND CLASS A) |
22.52%
Sep 2011 – Sep 2014 |
11.68%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart