Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIPAX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS A) | 0.90% | 5.87% | 5.12% | 1.23% | 2.69% | 3.07% | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIPAX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS A) | 01/06/2010 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.87 | 5.12 | 1.23 | 2.69 | 3.07 | NA | … | … | 0.90 | 7.19 | 2.79 | 7.30 | -10.14 | 0.72 | 8.14 | 10.65 | -5.39 | 5.11 | 4.54 | 0.79 | 4.24 | 2.42 | 11.85 | 1.52 | 11.00 |
| Sharpe Ratio | NA | 1.37 | 0.65 | -0.30 | 0.27 | NA | NA | … | … | 0.13 | 1.54 | -0.24 | 0.77 | -2.06 | 0.24 | 1.01 | 4.07 | -2.15 | 2.49 | 1.75 | 0.32 | 1.42 | 0.82 | 4.12 | 0.28 | 2.17 |
| Standard Deviation(%) | NA | 2.88 | 3.60 | 4.11 | 4.13 | NA | NA | … | … | 3.38 | 2.80 | 3.51 | 4.78 | 5.64 | 2.91 | 7.76 | 2.26 | 3.16 | 1.79 | 2.47 | 2.36 | 2.97 | 2.92 | 2.89 | 5.31 | 5.08 |
| Draw Down(%) | NA | 2.87 | 5.06 | 15.17 | 15.17 | NA | NA | … | … | 2.87 | 2.40 | 2.49 | 5.06 | 14.21 | 2.68 | 14.40 | 0.75 | 6.95 | 1.06 | 1.74 | 3.00 | 2.11 | 5.29 | 2.57 | 9.64 | 5.09 |
| Yield(%) | 0.00 | 3.32 | 3.29 | 2.93 | 2.85 | 3.37 | 3.10 | … | … | 1.18 | 3.55 | 3.14 | 3.10 | 3.54 | 2.74 | 1.84 | 2.61 | 3.09 | 2.89 | 2.10 | 5.40 | 3.56 | 5.41 | 5.20 | 5.84 | 5.46 |
Data as of 06/03/2026, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIPAX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS A) |
-1.98%
Oct 2020 – Oct 2023 |
-0.20%
Sep 2017 – Sep 2022 |
1.70%
Oct 2013 – Oct 2023 |
3.04%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIPAX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS A) |
8.93%
Feb 2010 – Feb 2013 |
6.69%
Feb 2010 – Feb 2015 |
4.67%
Sep 2011 – Sep 2021 |
3.76%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart