Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLCVX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R5) | 1.45% | 14.32% | 15.92% | 5.54% | 11.31% | 11.15% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLCVX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R5) | 05/26/2009 | 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 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.38 | 14.32 | 15.92 | 5.54 | 11.31 | 11.15 | NA | … | … | 1.45 | 10.31 | 21.49 | 32.65 | -28.93 | 20.54 | 20.94 | 35.46 | -13.82 | 20.63 | 10.41 | 6.11 | 8.19 | 32.67 | 20.61 | -8.68 | 14.51 | 22.40 |
| Sharpe Ratio | NA | 1.26 | 0.90 | 0.19 | 0.49 | NA | NA | … | … | 0.51 | 0.39 | 1.35 | 1.91 | -1.03 | 1.27 | 0.55 | 2.40 | -0.82 | 2.34 | 0.65 | 0.38 | 0.67 | 2.76 | 1.38 | -0.34 | 0.79 | 2.00 |
| Standard Deviation(%) | NA | 12.48 | 15.65 | 19.51 | 20.28 | NA | NA | … | … | 14.44 | 19.18 | 13.19 | 15.36 | 29.62 | 16.13 | 37.32 | 14.14 | 18.54 | 8.56 | 15.79 | 16.17 | 12.21 | 11.84 | 15.01 | 25.75 | 18.33 | 19.71 |
| Draw Down(%) | NA | 13.99 | 20.31 | 35.76 | 36.95 | NA | NA | … | … | 13.99 | 20.31 | 8.68 | 11.72 | 30.58 | 10.66 | 36.95 | 8.99 | 25.20 | 3.59 | 16.26 | 11.78 | 8.39 | 5.12 | 12.38 | 25.80 | 16.58 | 8.50 |
| Yield(%) | 0.00 | 11.57 | 11.52 | 5.90 | 7.93 | 8.87 | 9.28 | … | … | 0.00 | 11.37 | 13.48 | 8.13 | 0.41 | 0.25 | 0.62 | 1.01 | 10.33 | 9.53 | 3.83 | 1.79 | 0.61 | 1.05 | 1.44 | 0.10 | 1.46 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JLCVX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R5) |
0.06%
Mar 2017 – Mar 2020 |
3.88%
Dec 2017 – Dec 2022 |
7.95%
Mar 2010 – Mar 2020 |
10.02%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLCVX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R5) |
25.46%
Dec 2018 – Dec 2021 |
18.52%
Oct 2016 – Oct 2021 |
16.62%
Sep 2011 – Sep 2021 |
12.09%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart