Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIPPX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS R2) | 0.59% | 5.18% | 4.94% | 1.06% | 2.57% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIPPX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS R2) | 03/02/2012 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.58 | 5.18 | 4.94 | 1.06 | 2.57 | NA | NA | … | … | 0.59 | 7.08 | 2.72 | 7.22 | -10.13 | 0.53 | 8.05 | 10.55 | -5.44 | 4.99 | 4.49 | 0.85 | 4.08 | 2.97 | 5.97 |
| Sharpe Ratio | NA | 1.32 | 0.62 | -0.32 | 0.25 | NA | NA | … | … | 0.12 | 1.50 | -0.26 | 0.74 | -2.05 | 0.18 | 1.00 | 4.01 | -2.16 | 2.41 | 1.73 | 0.34 | 1.43 | 0.95 | 2.45 |
| Standard Deviation(%) | NA | 2.94 | 3.63 | 4.13 | 4.14 | NA | NA | … | … | 3.44 | 2.82 | 3.53 | 4.84 | 5.66 | 2.85 | 7.75 | 2.26 | 3.17 | 1.80 | 2.47 | 2.44 | 2.85 | 3.11 | 2.95 |
| Draw Down(%) | NA | 2.87 | 4.98 | 15.23 | 15.23 | NA | NA | … | … | 2.87 | 2.40 | 2.58 | 4.98 | 14.17 | 2.68 | 14.40 | 0.75 | 7.05 | 1.06 | 1.83 | 2.92 | 2.11 | 5.20 | 2.58 |
| Yield(%) | 0.00 | 3.25 | 3.21 | 2.86 | 2.77 | 3.09 | 2.31 | … | … | 1.17 | 3.46 | 3.07 | 3.02 | 3.46 | 2.64 | 1.77 | 2.52 | 3.03 | 2.78 | 2.05 | 5.36 | 3.50 | 5.84 | 3.64 |
Data as of 06/05/2026, Common starting date is 03/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIPPX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS R2) |
-2.03%
Oct 2020 – Oct 2023 |
-0.28%
Sep 2017 – Sep 2022 |
1.67%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIPPX (STRATEGIC INCOME OPPORTUNITIES FUND CLASS R2) |
6.60%
Sep 2022 – Sep 2025 |
4.45%
May 2012 – May 2017 |
2.99%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart