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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
JIVIX (INTERNATIONAL VALUE FUND CLASS 1) NA -11.76% -5.50% 2.06% 1.68% 2.29% NA 2.64%
Data as of 12/17/2020, AR inception is 10/19/2005
More Performance Analytics Comparison
Name Start Date End Date
JIVIX (INTERNATIONAL VALUE FUND CLASS 1) 10/19/2005 12/17/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.00 -11.76 -5.50 2.06 1.68 2.29 NA 2.64 -12.08 11.79 -15.30 17.25 12.67 -7.78 -12.45 25.32 19.70 -12.92 7.98 38.51 -42.50 8.85 28.96 5.49
Sharpe Ratio NA -0.42 -0.32 0.07 0.07 NA NA 0.09 -0.44 0.93 -1.27 2.09 0.62 -0.47 -1.04 1.84 1.00 -0.43 0.37 1.36 -1.06 0.34 1.98 3.13
Standard Deviation(%) NA 28.54 19.26 17.82 18.64 NA NA 21.32 29.05 11.12 13.12 7.98 20.09 16.73 12.00 13.75 19.82 29.85 21.11 28.25 41.02 17.13 13.00 9.05
Draw Down(%) NA 38.26 44.74 44.74 44.74 NA NA 58.38 38.26 12.93 22.20 4.05 14.23 20.40 19.34 8.88 19.94 28.06 17.98 25.65 53.38 12.68 12.42 1.25
Yield(%) 0.00 11.55 4.90 4.61 3.35 3.79 3.00 4.00 4.61 8.05 1.89 2.59 2.66 1.81 2.43 1.80 2.54 2.99 1.72 2.57 4.71 7.12 9.64 0.35
Data as of 12/17/2020, AR inception is 10/19/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JIVIX (INTERNATIONAL VALUE FUND CLASS 1) -14.38%
Feb 2006 - Feb 2009
-6.58%
May 2007 - May 2012
0.24%
Mar 2010 - Mar 2020
2.54%
Nov 2005 - Nov 2020
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JIVIX (INTERNATIONAL VALUE FUND CLASS 1) 21.48%
Feb 2009 - Feb 2012
19.13%
Feb 2009 - Feb 2014
8.88%
Feb 2009 - Feb 2019
2.54%
Nov 2005 - Nov 2020
Annualized Rolling Returns Comparison Chart