Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMBIX (SHORT DURATION CREDIT OPPORTUNITIES FUND CLASS I) | NA | 1.07% | 4.60% | 3.43% | 3.39% | NA | NA | … | … |
Data as of 12/14/2021, Common starting date is 11/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMBIX (SHORT DURATION CREDIT OPPORTUNITIES FUND CLASS I) | 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 | 1.07 | 4.60 | 3.43 | 3.39 | NA | NA | … | … | 0.38 | 5.29 | 8.60 | -1.83 | 4.58 | 6.15 | -1.87 | 0.88 | 1.30 | 10.40 | -0.23 | 6.51 | 0.20 |
| Sharpe Ratio | NA | 0.51 | 0.83 | 0.68 | 0.93 | NA | NA | … | … | 0.18 | 0.64 | 3.75 | -1.37 | 2.38 | 2.30 | -0.83 | 0.39 | 0.59 | 5.05 | -0.01 | 2.49 | 0.73 |
| Standard Deviation(%) | NA | 2.02 | 4.79 | 3.92 | 3.21 | NA | NA | … | … | 2.04 | 7.78 | 1.90 | 2.35 | 1.65 | 2.58 | 2.29 | 2.21 | 2.16 | 2.07 | 22.20 | 2.58 | 1.66 |
| Draw Down(%) | NA | 2.01 | 16.35 | 16.35 | 16.35 | NA | NA | … | … | 2.01 | 16.35 | 0.73 | 3.40 | 0.72 | 2.82 | 4.40 | 4.27 | 3.44 | 1.53 | 15.08 | 2.53 | 0.50 |
| Yield(%) | 0.00 | 2.62 | 3.21 | 3.31 | 3.59 | 2.83 | 2.12 | … | … | 2.43 | 2.70 | 3.91 | 3.79 | 3.48 | 3.17 | 3.88 | 3.39 | 4.62 | 4.05 | 4.54 | 3.07 | 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 |
|---|---|---|---|---|
| JMBIX (SHORT DURATION CREDIT OPPORTUNITIES FUND CLASS I) |
-0.50%
Jan 2013 – Jan 2016 |
0.61%
Mar 2015 – Mar 2020 |
2.13%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMBIX (SHORT DURATION CREDIT OPPORTUNITIES FUND CLASS I) |
5.75%
May 2010 – May 2013 |
4.81%
Jan 2016 – Jan 2021 |
3.61%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart