Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIMSX (MID CAP STOCK FUND CLASS 1) | NA | -78.49% | -20.23% | -9.60% | 1.34% | 0.94% | NA | … | … |
Data as of 12/21/2021, Common starting date is 10/18/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIMSX (MID CAP STOCK FUND CLASS 1) | 10/18/2005 | 12/21/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.40 | -78.49 | -20.23 | -9.60 | 1.34 | 0.94 | NA | … | … | -78.37 | 64.62 | 34.96 | -0.89 | 28.37 | 0.61 | 3.01 | 7.76 | 36.08 | 21.88 | -9.24 | 22.76 | 30.54 | -43.59 | 23.22 | 13.97 | 11.27 |
| Sharpe Ratio | NA | -0.61 | -0.27 | -0.17 | 0.02 | NA | NA | … | … | -0.60 | 1.85 | 1.90 | -0.11 | 2.47 | 0.02 | 0.21 | 0.50 | 2.62 | 1.30 | -0.32 | 1.00 | 1.08 | -1.06 | 1.09 | 0.70 | 5.11 |
| Standard Deviation(%) | NA | 129.48 | 77.21 | 60.54 | 44.12 | NA | NA | … | … | 131.40 | 34.70 | 17.65 | 21.51 | 11.25 | 17.14 | 14.32 | 15.62 | 13.77 | 16.95 | 29.37 | 22.78 | 28.32 | 41.84 | 18.45 | 15.08 | 13.04 |
| Draw Down(%) | NA | 81.24 | 81.24 | 81.24 | 81.24 | NA | NA | … | … | 81.24 | 36.49 | 11.01 | 24.42 | 4.36 | 20.07 | 13.93 | 11.60 | 5.94 | 12.69 | 27.11 | 17.43 | 25.18 | 55.89 | 12.14 | 15.46 | 2.61 |
| Yield(%) | 0.00 | 0.00 | 21.19 | 17.65 | 16.49 | 10.70 | 10.12 | … | … | 0.00 | 36.68 | 16.14 | 17.80 | 11.61 | 0.51 | 11.42 | 14.10 | 15.04 | 4.57 | 4.31 | 0.00 | 0.00 | 0.00 | 7.94 | 5.08 | 0.13 |
Data as of 12/21/2021, 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 |
|---|---|---|---|---|
| JIMSX (MID CAP STOCK FUND CLASS 1) |
-24.49%
Nov 2018 – Nov 2021 |
-9.48%
Nov 2016 – Nov 2021 |
0.91%
Nov 2011 – Nov 2021 |
1.04%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMSX (MID CAP STOCK FUND CLASS 1) |
30.10%
Dec 2017 – Dec 2020 |
27.32%
Feb 2016 – Feb 2021 |
17.47%
Aug 2010 – Aug 2020 |
12.73%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart