Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLCYX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R2) | 3.56% | 16.40% | 16.31% | 5.60% | 11.07% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLCYX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R2) | 03/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.33 | 16.40 | 16.31 | 5.60 | 11.07 | NA | NA | … | … | 3.56 | 9.86 | 20.99 | 32.09 | -29.26 | 19.96 | 20.43 | 34.84 | -14.20 | 20.11 | 9.90 | 5.63 | 7.74 | 32.23 | 10.33 |
| Sharpe Ratio | NA | 1.21 | 0.87 | 0.17 | 0.47 | NA | NA | … | … | 0.48 | 0.37 | 1.32 | 1.87 | -1.04 | 1.23 | 0.54 | 2.36 | -0.84 | 2.29 | 0.61 | 0.35 | 0.63 | 2.72 | 0.80 |
| Standard Deviation(%) | NA | 12.47 | 15.65 | 19.52 | 20.28 | NA | NA | … | … | 14.42 | 19.18 | 13.20 | 15.36 | 29.64 | 16.16 | 37.32 | 14.12 | 18.55 | 8.54 | 15.81 | 16.16 | 12.21 | 11.83 | 15.79 |
| Draw Down(%) | NA | 14.07 | 20.36 | 36.12 | 36.98 | NA | NA | … | … | 14.07 | 20.36 | 8.69 | 11.80 | 30.90 | 10.72 | 36.98 | 9.03 | 25.30 | 3.65 | 16.33 | 11.83 | 8.43 | 5.13 | 12.42 |
| Yield(%) | 0.00 | 11.26 | 11.15 | 5.59 | 7.41 | 8.18 | 6.14 | … | … | 0.00 | 11.04 | 13.11 | 7.70 | 0.05 | 0.00 | 0.19 | 0.50 | 9.95 | 9.09 | 3.42 | 1.40 | 0.22 | 0.77 | 1.13 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JLCYX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R2) |
-0.38%
Mar 2017 – Mar 2020 |
3.40%
Dec 2017 – Dec 2022 |
7.80%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLCYX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R2) |
24.89%
Dec 2018 – Dec 2021 |
18.00%
Oct 2016 – Oct 2021 |
12.43%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart