Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIADX (ACTIVE BOND FUND CLASS 1) | NA | 0.38% | 2.19% | 2.61% | 5.13% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 10/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIADX (ACTIVE BOND FUND CLASS 1) | 10/18/2005 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.38 | 2.19 | 2.61 | 5.13 | NA | NA | … | … | 2.31 | 3.91 | -0.01 | 6.55 | -0.27 | 9.19 | 5.65 | 11.28 | 22.63 | -8.04 | 4.54 | 3.93 | 0.21 |
| Sharpe Ratio | NA | -0.07 | 0.74 | 0.93 | 1.38 | NA | NA | … | … | 1.19 | 1.31 | -0.01 | 3.01 | -0.10 | 4.49 | 1.47 | 3.07 | 4.87 | -1.58 | 0.48 | 0.24 | -0.53 |
| Standard Deviation(%) | NA | 2.31 | 2.63 | 2.64 | 3.54 | NA | NA | … | … | 1.84 | 2.82 | 3.04 | 2.17 | 3.10 | 2.05 | 3.82 | 3.64 | 4.63 | 5.64 | 3.19 | 2.69 | 3.06 |
| Draw Down(%) | NA | 2.74 | 3.43 | 5.10 | 12.40 | NA | NA | … | … | 1.39 | 3.43 | 2.61 | 0.96 | 5.10 | 0.88 | 2.47 | 2.42 | 2.74 | 12.40 | 2.27 | 2.16 | 1.04 |
| Yield(%) | 0.00 | 2.01 | 3.02 | 3.46 | 4.63 | 3.62 | 2.71 | … | … | 1.00 | 3.30 | 3.54 | 4.39 | 4.20 | 4.17 | 6.44 | 5.73 | 5.93 | 5.56 | 4.13 | 5.46 | 0.00 |
Data as of 10/31/2017, Common starting date is 10/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIADX (ACTIVE BOND FUND CLASS 1) |
-0.69%
Nov 2005 – Nov 2008 |
2.74%
Sep 2012 – Sep 2017 |
5.16%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIADX (ACTIVE BOND FUND CLASS 1) |
13.87%
Feb 2009 – Feb 2012 |
9.98%
Feb 2009 – Feb 2014 |
5.89%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart