Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JICDX (CORE BOND FUND CLASS 1) | 2.90% | 3.18% | 1.50% | -2.09% | 1.01% | 1.92% | NA | 3.11% |
Data as of 07/29/2025, AR inception is 10/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JICDX (CORE BOND FUND CLASS 1) | 10/18/2005 | 07/29/2025 |
| 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 (%) | 0.27 | 3.18 | 1.50 | -2.09 | 1.01 | 1.92 | NA | 3.11 | 2.90 | 0.12 | 5.78 | -13.68 | -2.01 | 3.91 | 8.21 | -0.53 | 3.24 | 2.50 | 0.16 | 5.96 | -2.25 | 6.44 | 8.37 | 7.11 | 10.88 | 2.49 | 6.24 | 3.83 | 0.78 |
| Sharpe Ratio | NA | 0.02 | -0.27 | -0.69 | -0.10 | NA | NA | 0.38 | 0.27 | -1.19 | 0.21 | -1.96 | -0.60 | 0.56 | 2.12 | -0.66 | 0.91 | 0.77 | 0.04 | 2.18 | -0.64 | 2.74 | 0.98 | 1.85 | 2.32 | 0.25 | 0.91 | 0.19 | 0.40 |
| Standard Deviation(%) | NA | 5.05 | 6.50 | 6.15 | 5.01 | NA | NA | 4.82 | 5.03 | 5.46 | 7.34 | 7.72 | 3.42 | 6.59 | 3.21 | 2.79 | 2.89 | 2.99 | 3.65 | 2.72 | 3.57 | 2.36 | 8.54 | 3.79 | 4.64 | 6.37 | 3.60 | 2.90 | 3.11 |
| Draw Down(%) | NA | 4.75 | 9.68 | 22.21 | 22.21 | NA | NA | 22.21 | 2.53 | 5.26 | 7.45 | 17.27 | 3.60 | 8.26 | 2.00 | 3.12 | 1.55 | 4.16 | 2.74 | 1.15 | 5.42 | 1.20 | 5.30 | 3.40 | 1.73 | 7.00 | 2.38 | 2.22 | 1.11 |
| Yield(%) | 0.00 | 3.14 | 3.26 | 2.28 | 2.53 | 3.08 | 3.60 | 3.79 | 0.76 | 4.15 | 3.71 | 2.00 | 1.67 | 2.19 | 3.54 | 2.61 | 2.06 | 2.98 | 1.69 | 1.86 | 2.40 | 6.16 | 5.75 | 8.02 | 4.88 | 5.70 | 4.62 | 4.34 | 0.69 |
Data as of 07/29/2025, AR inception is 10/18/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JICDX (CORE BOND FUND CLASS 1) |
-7.18%
Oct 2020 - Oct 2023 |
-1.82%
Jun 2020 - Jun 2025 |
0.09%
Oct 2012 - Oct 2022 |
1.97%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JICDX (CORE BOND FUND CLASS 1) |
10.69%
Oct 2008 - Oct 2011 |
7.69%
Jul 2007 - Jul 2012 |
5.47%
Jun 2006 - Jun 2016 |
4.72%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart