Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLCFX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R4) | 3.64% | 16.65% | 16.57% | 5.83% | 11.33% | 11.08% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLCFX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R4) | 05/26/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 16.65 | 16.57 | 5.83 | 11.33 | 11.08 | NA | … | … | 3.64 | 10.10 | 21.25 | 32.39 | -29.10 | 20.23 | 20.72 | 35.17 | -13.99 | 20.39 | 10.16 | 5.92 | 7.99 | 32.38 | 20.36 | -8.99 | 14.15 | 22.40 |
| Sharpe Ratio | NA | 1.23 | 0.89 | 0.18 | 0.48 | NA | NA | … | … | 0.49 | 0.38 | 1.34 | 1.89 | -1.03 | 1.25 | 0.55 | 2.39 | -0.83 | 2.32 | 0.63 | 0.36 | 0.65 | 2.74 | 1.36 | -0.35 | 0.77 | 2.00 |
| Standard Deviation(%) | NA | 12.49 | 15.66 | 19.53 | 20.28 | NA | NA | … | … | 14.43 | 19.19 | 13.19 | 15.37 | 29.65 | 16.17 | 37.33 | 14.08 | 18.55 | 8.55 | 15.79 | 16.15 | 12.22 | 11.82 | 15.03 | 25.75 | 18.34 | 19.72 |
| Draw Down(%) | NA | 14.03 | 20.34 | 35.97 | 36.96 | NA | NA | … | … | 14.03 | 20.34 | 8.67 | 11.76 | 30.76 | 10.71 | 36.96 | 9.00 | 25.26 | 3.61 | 16.29 | 11.80 | 8.42 | 5.12 | 12.42 | 25.90 | 16.63 | 8.55 |
| Yield(%) | 0.00 | 11.50 | 11.42 | 5.78 | 7.72 | 8.55 | 8.90 | … | … | 0.00 | 11.30 | 13.39 | 7.98 | 0.25 | 0.06 | 0.43 | 0.79 | 10.21 | 9.37 | 3.66 | 1.62 | 0.44 | 0.88 | 1.22 | 0.06 | 1.15 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLCFX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R4) |
-0.13%
Mar 2017 – Mar 2020 |
3.65%
Dec 2017 – Dec 2022 |
7.71%
Mar 2010 – Mar 2020 |
9.78%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLCFX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R4) |
25.19%
Dec 2018 – Dec 2021 |
18.29%
Oct 2016 – Oct 2021 |
16.37%
Sep 2011 – Sep 2021 |
11.85%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart