Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMBAX (SHORT DURATION CREDIT OPPORTUNITIES FUND CLASS A) | NA | 0.77% | 4.29% | 2.92% | 2.97% | NA | NA | … | … |
Data as of 12/14/2021, Common starting date is 11/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMBAX (SHORT DURATION CREDIT OPPORTUNITIES FUND CLASS A) | 11/02/2009 | 12/14/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 0.77 | 4.29 | 2.92 | 2.97 | NA | NA | … | … | -1.36 | 4.83 | 8.28 | -2.11 | 3.08 | 5.82 | -2.07 | 0.56 | 1.17 | 9.91 | -0.50 | 6.29 | 0.20 |
| Sharpe Ratio | NA | -0.40 | 0.67 | 0.49 | 0.77 | NA | NA | … | … | -0.78 | 0.59 | 3.60 | -1.55 | 1.57 | 2.25 | -0.97 | 0.26 | 0.56 | 5.07 | -0.02 | 2.40 | 0.78 |
| Standard Deviation(%) | NA | 1.85 | 4.77 | 3.88 | 3.15 | NA | NA | … | … | 1.86 | 7.78 | 1.91 | 2.21 | 1.57 | 2.49 | 2.16 | 2.12 | 2.02 | 1.96 | 22.19 | 2.58 | 1.54 |
| Draw Down(%) | NA | 3.14 | 16.34 | 16.34 | 16.34 | NA | NA | … | … | 3.14 | 16.34 | 0.73 | 3.51 | 0.90 | 2.95 | 4.56 | 4.35 | 3.45 | 1.55 | 15.08 | 2.63 | 0.50 |
| Yield(%) | 0.00 | 2.32 | 2.91 | 3.01 | 3.28 | 2.59 | 1.95 | … | … | 2.17 | 2.42 | 3.60 | 3.51 | 3.13 | 2.85 | 3.56 | 3.07 | 4.30 | 3.69 | 4.27 | 2.86 | 0.00 |
Data as of 12/14/2021, Common starting date is 11/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMBAX (SHORT DURATION CREDIT OPPORTUNITIES FUND CLASS A) |
-1.00%
Mar 2017 – Mar 2020 |
0.10%
Mar 2015 – Mar 2020 |
1.72%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMBAX (SHORT DURATION CREDIT OPPORTUNITIES FUND CLASS A) |
5.45%
May 2010 – May 2013 |
4.28%
Jan 2016 – Jan 2021 |
3.19%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart