Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIPCX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS C) | 0.76% | 4.88% | 4.45% | 0.51% | 1.98% | 2.38% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIPCX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS C) | 01/06/2010 | 06/04/2026 |
| 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 | 4.88 | 4.45 | 0.51 | 1.98 | 2.38 | NA | … | … | 0.76 | 6.44 | 2.07 | 6.57 | -10.79 | -0.01 | 7.37 | 9.90 | -6.04 | 4.40 | 3.87 | 0.10 | 3.53 | 1.72 | 11.09 | 0.83 | 10.51 |
| Sharpe Ratio | NA | 1.15 | 0.44 | -0.48 | 0.10 | NA | NA | … | … | -0.05 | 1.34 | -0.44 | 0.62 | -2.19 | -0.01 | 0.91 | 3.85 | -2.40 | 2.22 | 1.52 | 0.03 | 1.20 | 0.59 | 3.98 | 0.15 | 2.09 |
| Standard Deviation(%) | NA | 2.79 | 3.53 | 4.06 | 4.09 | NA | NA | … | … | 3.35 | 2.66 | 3.49 | 4.75 | 5.60 | 2.87 | 7.78 | 2.19 | 3.11 | 1.70 | 2.40 | 2.33 | 2.93 | 2.86 | 2.80 | 5.25 | 5.04 |
| Draw Down(%) | NA | 2.96 | 5.11 | 15.96 | 15.96 | NA | NA | … | … | 2.96 | 2.45 | 2.68 | 5.11 | 14.67 | 2.95 | 14.45 | 0.75 | 7.49 | 1.11 | 1.77 | 3.43 | 2.26 | 5.34 | 2.63 | 9.75 | 5.09 |
| Yield(%) | 0.00 | 2.66 | 2.59 | 2.32 | 2.17 | 2.72 | 2.54 | … | … | 0.95 | 2.84 | 2.44 | 2.41 | 2.89 | 2.01 | 1.14 | 1.88 | 2.43 | 2.20 | 1.44 | 4.72 | 2.86 | 4.73 | 4.49 | 5.16 | 5.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JIPCX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS C) |
-2.68%
Oct 2020 – Oct 2023 |
-0.90%
Sep 2017 – Sep 2022 |
1.00%
Oct 2013 – Oct 2023 |
2.33%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIPCX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS C) |
8.24%
Feb 2010 – Feb 2013 |
5.99%
Feb 2010 – Feb 2015 |
3.96%
Sep 2011 – Sep 2021 |
3.04%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart