Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JIBCX (BLUE CHIP GROWTH FUND CLASS 1) | 8.53% | 14.18% | 25.67% | 12.72% | 15.06% | 16.31% | NA | 12.69% |
Data as of 07/09/2025, AR inception is 11/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIBCX (BLUE CHIP GROWTH FUND CLASS 1) | 11/02/2005 | 07/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.16 | 14.18 | 25.67 | 12.72 | 15.06 | 16.31 | NA | 12.69 | 8.53 | 27.09 | 44.78 | -41.32 | 0.02 | 28.20 | 29.71 | 1.72 | 36.25 | 0.80 | 11.17 | 9.10 | 41.23 | 18.21 | 1.26 | 16.25 | 42.69 | -42.60 | 12.67 | 9.60 | 3.58 |
| Sharpe Ratio | NA | 0.47 | 1.03 | 0.47 | 0.59 | NA | NA | 0.50 | 0.48 | 1.09 | 2.29 | -1.19 | 0.00 | 0.78 | 1.83 | 0.02 | 3.76 | 0.04 | 0.64 | 0.59 | 3.12 | 1.20 | 0.05 | 0.80 | 1.60 | -1.07 | 0.57 | 0.55 | 2.49 |
| Standard Deviation(%) | NA | 25.66 | 22.91 | 24.24 | 22.79 | NA | NA | 22.33 | 30.52 | 18.79 | 17.87 | 35.91 | 24.44 | 35.57 | 15.45 | 21.92 | 9.51 | 15.66 | 17.28 | 15.39 | 13.22 | 15.21 | 25.71 | 20.09 | 26.67 | 40.71 | 16.95 | 11.46 | 8.91 |
| Draw Down(%) | NA | 22.85 | 24.07 | 42.74 | 42.74 | NA | NA | 54.53 | 22.85 | 12.92 | 9.62 | 43.04 | 21.72 | 30.77 | 8.21 | 20.88 | 2.94 | 16.57 | 12.81 | 10.03 | 6.43 | 11.30 | 19.18 | 17.09 | 18.50 | 52.18 | 9.35 | 9.19 | 2.15 |
| Yield(%) | 0.00 | 6.86 | 6.56 | 7.56 | 9.91 | 15.53 | 11.59 | 12.20 | 0.00 | 8.99 | 4.69 | 3.24 | 16.73 | 5.95 | 1.86 | 7.19 | 18.78 | 6.21 | 12.97 | 10.95 | 3.06 | 0.30 | 0.09 | 0.02 | 0.13 | 0.18 | 0.94 | 0.50 | 0.08 |
Data as of 07/09/2025, AR inception is 11/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIBCX (BLUE CHIP GROWTH FUND CLASS 1) |
-14.15%
Feb 2006 - Feb 2009 |
0.92%
Sep 2006 - Sep 2011 |
7.78%
Feb 2006 - Feb 2016 |
8.55%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIBCX (BLUE CHIP GROWTH FUND CLASS 1) |
27.80%
Feb 2009 - Feb 2012 |
26.07%
Feb 2009 - Feb 2014 |
19.83%
Sep 2011 - Sep 2021 |
17.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart