Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JIGDX (GLOBAL BOND FUND CLASS 1) | 5.21% | 7.60% | 5.95% | 1.18% | 2.78% | 2.91% | NA | 3.72% |
Data as of 06/30/2025, AR inception is 10/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIGDX (GLOBAL BOND FUND CLASS 1) | 10/18/2005 | 06/30/2025 |
| 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 (%) | 0.74 | 7.60 | 5.95 | 1.18 | 2.78 | 2.91 | NA | 3.72 | 5.21 | -0.39 | 8.15 | -10.85 | -1.89 | 11.65 | 6.77 | -1.71 | 8.54 | 3.46 | -3.42 | 1.84 | -5.08 | 7.45 | 8.99 | 10.44 | 14.18 | -3.58 | 9.57 | 4.77 | -0.24 |
| Sharpe Ratio | NA | 0.81 | 0.43 | -0.20 | 0.27 | NA | NA | 0.40 | 1.73 | -1.51 | 0.69 | -1.89 | -0.87 | 1.85 | 1.27 | -0.82 | 1.71 | 0.53 | -0.62 | 0.49 | -0.86 | 1.63 | 1.79 | 1.51 | 1.41 | -0.40 | 0.92 | 0.22 | -0.56 |
| Standard Deviation(%) | NA | 4.16 | 5.41 | 4.74 | 5.04 | NA | NA | 6.15 | 4.29 | 4.63 | 5.72 | 6.49 | 2.19 | 6.13 | 4.23 | 3.71 | 4.65 | 6.12 | 5.56 | 3.75 | 5.92 | 4.58 | 5.01 | 6.86 | 9.99 | 11.19 | 7.22 | 6.83 | 6.86 |
| Draw Down(%) | NA | 4.49 | 8.17 | 19.24 | 19.24 | NA | NA | 20.55 | 2.33 | 4.62 | 5.27 | 17.32 | 3.01 | 11.34 | 1.80 | 5.42 | 2.62 | 9.65 | 5.59 | 4.58 | 7.77 | 3.40 | 3.29 | 7.39 | 9.47 | 20.55 | 4.67 | 4.08 | 2.89 |
| Yield(%) | 0.00 | 3.49 | 2.93 | 2.98 | 2.54 | 2.90 | 3.79 | 3.99 | 1.77 | 2.29 | 0.42 | 4.66 | 1.20 | 5.46 | 3.69 | 1.32 | 0.00 | 2.99 | 0.02 | 0.00 | 0.00 | 3.16 | 9.48 | 6.00 | 9.80 | 20.89 | 5.81 | 3.55 | 0.60 |
Data as of 06/30/2025, 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 |
|---|---|---|---|---|
| JIGDX (GLOBAL BOND FUND CLASS 1) |
-3.16%
Oct 2020 - Oct 2023 |
-0.50%
Sep 2017 - Sep 2022 |
0.04%
Sep 2012 - Sep 2022 |
2.46%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIGDX (GLOBAL BOND FUND CLASS 1) |
14.35%
Oct 2008 - Oct 2011 |
9.15%
Oct 2008 - Oct 2013 |
5.16%
Jul 2006 - Jul 2016 |
4.76%
Dec 2005 - Dec 2020 |
Annualized Rolling Returns Comparison Chart