Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNES (JBT Bancorp Inc) | NA | 25.53% | -0.86% | 11.26% | NA | NA | NA | … | … |
Data as of 07/06/2021, Common starting date is 10/18/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNES (JBT Bancorp Inc) | 10/18/2012 | 07/06/2021 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.91 | 25.53 | -0.86 | 11.26 | NA | NA | NA | … | … | 10.99 | -12.43 | 11.89 | -13.51 | 44.33 | 16.35 | -24.93 | -12.34 | 38.79 | 11.96 |
| Sharpe Ratio | NA | 0.73 | -0.04 | 0.27 | NA | NA | NA | … | … | 0.83 | -0.21 | 0.34 | -0.34 | 1.83 | 0.87 | -0.55 | -0.49 | 1.00 | 2.07 |
| Standard Deviation(%) | NA | 34.76 | 44.44 | 39.16 | NA | NA | NA | … | … | 27.56 | 60.42 | 30.77 | 44.13 | 23.99 | 18.62 | 45.50 | 25.46 | 38.65 | 39.09 |
| Draw Down(%) | NA | 10.87 | 39.69 | 41.18 | NA | NA | NA | … | … | 9.63 | 36.26 | 16.02 | 18.86 | 13.28 | 14.02 | 38.35 | 15.86 | 19.43 | 13.20 |
| Yield(%) | 0.00 | 4.15 | 2.87 | 4.48 | 4.44 | 2.96 | 2.22 | … | … | 1.97 | 3.33 | 3.17 | 2.53 | 3.32 | 3.53 | 3.59 | 3.05 | 4.09 | 0.00 |
Data as of 07/06/2021, Common starting date is 10/18/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNES (JBT Bancorp Inc) |
-14.10%
Jan 2013 – Jan 2016 |
-2.93%
May 2014 – May 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNES (JBT Bancorp Inc) |
17.57%
Sep 2015 – Sep 2018 |
12.44%
Mar 2016 – Mar 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart