Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFVCX (FUNDAMENTAL LARGE CAP VALUE FUND CLASS C) | NA | -10.03% | -5.20% | -2.10% | NA | NA | NA | … | … |
Data as of 12/30/2019, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFVCX (FUNDAMENTAL LARGE CAP VALUE FUND CLASS C) | 07/02/2014 | 12/30/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -28.25 | -10.03 | -5.20 | -2.10 | NA | NA | NA | … | … | 25.39 | -17.45 | 14.73 | 8.89 | -2.22 | 1.66 |
| Sharpe Ratio | NA | 2.57 | 0.38 | 0.27 | NA | NA | NA | … | … | 2.49 | -1.10 | 1.61 | 0.53 | -0.14 | 0.25 |
| Standard Deviation(%) | NA | 9.68 | 12.45 | 14.19 | NA | NA | NA | … | … | 9.68 | 17.07 | 8.81 | 16.35 | 16.59 | 13.09 |
| Draw Down(%) | NA | 7.69 | 26.15 | 26.15 | NA | NA | NA | … | … | 7.69 | 26.15 | 4.68 | 17.02 | 13.76 | 8.65 |
| Yield(%) | 0.00 | 0.00 | 7.45 | 5.67 | 3.29 | 2.19 | 1.64 | … | … | 0.00 | 13.25 | 7.98 | 2.41 | 4.06 | 5.27 |
Data as of 12/30/2019, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFVCX (FUNDAMENTAL LARGE CAP VALUE FUND CLASS C) |
1.03%
Dec 2015 – Dec 2018 |
4.66%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFVCX (FUNDAMENTAL LARGE CAP VALUE FUND CLASS C) |
10.45%
Feb 2016 – Feb 2019 |
5.29%
Sep 2014 – Sep 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart