Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIPIX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS I) | 1.10% | 5.84% | 5.47% | 1.52% | 3.00% | 3.38% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIPIX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS I) | 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 | 5.84 | 5.47 | 1.52 | 3.00 | 3.38 | NA | … | … | 1.10 | 7.49 | 3.11 | 7.64 | -9.87 | 1.01 | 8.46 | 11.00 | -5.10 | 5.44 | 4.84 | 1.12 | 4.50 | 2.92 | 12.11 | 1.52 | 11.34 |
| Sharpe Ratio | NA | 1.45 | 0.72 | -0.22 | 0.34 | NA | NA | … | … | 0.20 | 1.65 | -0.14 | 0.83 | -1.99 | 0.34 | 1.05 | 4.17 | -2.02 | 2.64 | 1.85 | 0.44 | 1.55 | 0.97 | 4.19 | 0.28 | 2.21 |
| Standard Deviation(%) | NA | 2.94 | 3.64 | 4.15 | 4.16 | NA | NA | … | … | 3.49 | 2.80 | 3.57 | 4.82 | 5.69 | 2.89 | 7.80 | 2.28 | 3.21 | 1.82 | 2.50 | 2.45 | 2.90 | 2.96 | 2.90 | 5.33 | 5.16 |
| Draw Down(%) | NA | 2.87 | 4.88 | 14.89 | 14.89 | NA | NA | … | … | 2.87 | 2.38 | 2.52 | 4.88 | 14.02 | 2.63 | 14.39 | 0.75 | 6.73 | 1.03 | 1.74 | 2.78 | 2.08 | 5.26 | 2.54 | 9.92 | 5.11 |
| Yield(%) | 0.00 | 3.59 | 3.59 | 3.19 | 3.14 | 3.64 | 3.34 | … | … | 1.29 | 3.84 | 3.45 | 3.42 | 3.81 | 3.03 | 2.14 | 2.94 | 3.39 | 3.22 | 2.39 | 5.73 | 3.91 | 5.81 | 5.54 | 5.74 | 5.78 |
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 |
|---|---|---|---|---|
| JIPIX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS I) |
-1.68%
Oct 2020 – Oct 2023 |
0.10%
Sep 2017 – Sep 2022 |
2.01%
Oct 2013 – Oct 2023 |
3.34%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIPIX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS I) |
9.18%
Feb 2010 – Feb 2013 |
6.98%
Feb 2010 – Feb 2015 |
5.01%
Sep 2011 – Sep 2021 |
4.06%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart