Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGLTX (GLOBAL TECHNOLOGY PORTFOLIO INSTITUTIONAL SHARES) | 32.46% | 55.72% | 36.22% | 15.54% | 21.56% | 18.35% | 15.71% | … | … |
Data as of 06/04/2026, Common starting date is 07/18/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGLTX (GLOBAL TECHNOLOGY PORTFOLIO INSTITUTIONAL SHARES) | 07/18/2000 | 06/04/2026 |
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.56 | 55.72 | 36.22 | 15.54 | 21.56 | 18.35 | 15.71 | … | … | 32.46 | 25.20 | 32.10 | 54.55 | -36.42 | 2.24 | 36.69 | 45.17 | 1.19 | 45.08 | 14.20 | 5.67 | 9.64 | 35.76 | 19.60 | -8.68 | 24.83 | 57.09 | -43.71 | 22.08 | 8.12 | 11.70 | 0.88 | 46.75 | -40.77 | -39.91 | -37.48 |
| Sharpe Ratio | NA | 2.63 | 1.44 | 0.47 | 0.79 | NA | NA | … | … | 3.52 | 0.88 | 1.34 | 2.57 | -1.00 | 0.09 | 0.92 | 2.59 | -0.01 | 4.26 | 0.81 | 0.35 | 0.68 | 2.85 | 1.22 | -0.34 | 0.60 | 1.98 | -1.03 | 1.13 | 0.29 | 0.75 | -0.01 | 2.31 | -1.37 | -1.06 | -1.58 |
| Standard Deviation(%) | NA | 20.29 | 22.47 | 26.63 | 25.19 | NA | NA | … | … | 24.66 | 25.40 | 21.20 | 19.98 | 37.90 | 24.46 | 39.46 | 16.87 | 22.05 | 10.47 | 17.18 | 16.17 | 14.07 | 12.55 | 16.18 | 25.31 | 41.22 | 28.85 | 43.36 | 16.86 | 16.09 | 12.59 | 19.61 | 19.95 | 30.61 | 40.35 | 43.52 |
| Draw Down(%) | NA | 15.81 | 23.72 | 45.17 | 46.08 | NA | NA | … | … | 15.81 | 23.72 | 15.37 | 11.25 | 41.99 | 14.51 | 28.74 | 9.50 | 22.42 | 4.80 | 16.91 | 13.65 | 9.86 | 6.55 | 13.30 | 22.35 | 21.84 | 21.85 | 55.29 | 9.76 | 19.00 | 11.40 | 26.49 | 12.60 | 49.02 | 60.49 | 40.65 |
| Yield(%) | 0.00 | 9.56 | 5.17 | 4.59 | 9.46 | 11.19 | 12.39 | … | … | 0.00 | 10.16 | 0.00 | 0.00 | 13.38 | 0.23 | 0.00 | 9.17 | 4.73 | 7.67 | 4.16 | 15.49 | 6.56 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.18 | 0.53 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/18/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGLTX (GLOBAL TECHNOLOGY PORTFOLIO INSTITUTIONAL SHARES) |
-33.16%
Aug 2000 – Aug 2003 |
-19.45%
Aug 2000 – Aug 2005 |
-8.40%
Aug 2000 – Aug 2010 |
-0.96%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGLTX (GLOBAL TECHNOLOGY PORTFOLIO INSTITUTIONAL SHARES) |
39.01%
Oct 2022 – Oct 2025 |
30.39%
Feb 2016 – Feb 2021 |
22.05%
Feb 2009 – Feb 2019 |
19.32%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart