Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JKHY (Jack Henry & Associates, Inc.) | 1.25% | 6.65% | -2.47% | 0.72% | 11.20% | 15.06% | 13.17% | 13.52% |
Data as of 07/25/2025, AR inception is 11/20/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JKHY (Jack Henry & Associates, Inc.) | 11/20/1985 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | 6.65 | -2.47 | 0.72 | 11.20 | 15.06 | 13.17 | 13.52 | 1.25 | 8.65 | -5.66 | 6.24 | 4.32 | 12.37 | 16.44 | 9.38 | 33.35 | 15.23 | 27.47 | 6.53 | 53.05 | 18.32 | 16.89 | 27.91 | 21.30 | -19.13 | 14.90 | 13.30 | -3.20 | -2.43 | 72.50 | -44.41 | -29.36 | 132.59 | 7.91 | 82.57 | -23.78 | 44.44 | 153.85 | -36.59 | -19.08 | 68.89 | 400.00 | 24.14 | -42.00 | 0.00 | 0.00 | -48.98 | -9.26 |
| Sharpe Ratio | NA | 0.16 | -0.25 | -0.05 | 0.42 | NA | NA | 0.23 | -0.03 | 0.29 | -0.34 | 0.19 | 0.19 | 0.30 | 0.88 | 0.40 | 2.81 | 0.89 | 1.67 | 0.42 | 3.59 | 1.23 | 0.55 | 1.31 | 0.72 | -0.40 | 0.51 | 0.35 | -0.25 | -0.14 | 2.02 | -0.77 | -0.60 | 2.16 | 0.08 | 1.55 | -0.45 | 0.82 | 3.73 | -0.67 | -0.35 | 0.90 | 5.35 | 0.20 | -0.59 | -0.06 | -0.04 | -0.81 | -2.52 |
| Standard Deviation(%) | NA | 21.35 | 23.65 | 24.52 | 23.15 | NA | NA | 48.81 | 24.42 | 17.41 | 27.50 | 25.32 | 22.25 | 39.89 | 17.01 | 19.98 | 11.70 | 16.79 | 16.38 | 15.54 | 14.76 | 15.00 | 30.42 | 21.28 | 29.41 | 50.42 | 23.30 | 28.05 | 21.50 | 24.38 | 35.54 | 58.97 | 54.13 | 59.49 | 53.81 | 51.13 | 60.14 | 49.32 | 40.23 | 59.53 | 59.72 | 73.43 | 73.49 | 93.64 | 81.72 | 79.85 | 111.89 | 66.01 | 25.81 |
| Draw Down(%) | NA | 14.50 | 33.57 | 33.57 | 33.57 | NA | NA | 84.75 | 14.50 | 9.31 | 23.55 | 18.06 | 16.93 | 25.50 | 12.06 | 25.46 | 8.33 | 10.91 | 8.40 | 12.13 | 5.02 | 7.07 | 27.26 | 11.54 | 26.51 | 45.25 | 16.50 | 25.31 | 21.01 | 17.06 | 32.13 | 65.60 | 39.16 | 26.04 | 46.73 | 35.15 | 53.16 | 24.74 | 13.98 | 56.35 | 42.76 | 46.15 | 18.89 | 57.14 | 71.87 | 35.29 | 64.29 | 57.63 | 9.26 |
| Yield(%) | 0.00 | 1.35 | 1.08 | 1.12 | 2.46 | 5.14 | 5.59 | 152.00 | 0.67 | 1.34 | 1.18 | 1.14 | 1.16 | 1.18 | 1.29 | 1.27 | 1.39 | 1.46 | 1.61 | 1.51 | 1.79 | 1.36 | 1.41 | 1.59 | 1.74 | 1.26 | 1.22 | 1.14 | 0.86 | 0.78 | 1.10 | 0.64 | 0.39 | 0.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 11/20/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JKHY (Jack Henry & Associates, Inc.) |
-34.14%
Oct 1986 - Oct 1989 |
-18.15%
Dec 1985 - Dec 1990 |
0.44%
Dec 2000 - Dec 2010 |
7.61%
Dec 2000 - Dec 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JKHY (Jack Henry & Associates, Inc.) |
121.04%
Oct 1989 - Oct 1992 |
64.55%
Nov 1990 - Nov 1995 |
49.43%
Dec 1990 - Dec 2000 |
31.63%
Oct 1989 - Oct 2004 |
Annualized Rolling Returns Comparison Chart