Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSCAX (SMALL CAP VALUE FUND CLASS A) | NA | -62.92% | -31.56% | -14.39% | -8.61% | NA | NA | … | … |
Data as of 05/09/2025, Common starting date is 12/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSCAX (SMALL CAP VALUE FUND CLASS A) | 12/30/2013 | 05/09/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -33.30 | -62.92 | -31.56 | -14.39 | -8.61 | NA | NA | … | … | -61.42 | -2.43 | 2.69 | -25.04 | 12.13 | -6.01 | 26.19 | -12.37 | 3.39 | 21.53 | -1.48 | 6.06 | -0.05 |
| Sharpe Ratio | NA | -1.08 | -0.85 | -0.47 | -0.34 | NA | NA | … | … | -0.98 | -0.30 | -0.05 | -0.91 | 0.54 | -0.14 | 1.73 | -0.90 | 0.22 | 1.26 | -0.10 | 0.44 | NA |
| Standard Deviation(%) | NA | 61.29 | 40.79 | 35.70 | 29.59 | NA | NA | … | … | 98.64 | 20.00 | 20.47 | 29.32 | 22.57 | 45.32 | 14.32 | 15.34 | 12.53 | 16.90 | 15.29 | 13.79 | 0.00 |
| Draw Down(%) | NA | 67.39 | 70.28 | 74.94 | 74.94 | NA | NA | … | … | 62.48 | 15.91 | 17.40 | 27.91 | 18.26 | 45.33 | 8.22 | 24.33 | 10.09 | 10.56 | 13.65 | 10.07 | 0.05 |
| Yield(%) | 0.00 | 0.42 | 0.37 | 0.38 | 2.36 | 1.96 | 1.47 | … | … | 0.05 | 0.38 | 0.07 | 0.62 | 0.17 | 0.06 | 4.46 | 3.83 | 5.22 | 5.06 | 4.26 | 4.85 | 0.00 |
Data as of 05/09/2025, Common starting date is 12/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCAX (SMALL CAP VALUE FUND CLASS A) |
-22.06%
Apr 2022 – Apr 2025 |
-8.20%
Apr 2020 – Apr 2025 |
-4.71%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCAX (SMALL CAP VALUE FUND CLASS A) |
12.37%
Sep 2015 – Sep 2018 |
9.09%
Oct 2016 – Oct 2021 |
2.95%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart