Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSCBX (SMALL CAP VALUE FUND CLASS I) | NA | -49.33% | -24.18% | -8.85% | -5.53% | NA | NA | … | … |
Data as of 05/09/2025, Common starting date is 12/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSCBX (SMALL CAP VALUE FUND CLASS I) | 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 (%) | -9.18 | -49.33 | -24.18 | -8.85 | -5.53 | NA | NA | … | … | -47.38 | -2.08 | 2.79 | -25.55 | 12.49 | -5.73 | 26.60 | -12.17 | 3.74 | 22.20 | -1.12 | 6.36 | -0.05 |
| Sharpe Ratio | NA | -1.12 | -0.81 | -0.37 | -0.26 | NA | NA | … | … | -1.18 | -0.28 | -0.04 | -0.90 | 0.55 | -0.13 | 1.76 | -0.89 | 0.25 | 1.30 | -0.08 | 0.46 | NA |
| Standard Deviation(%) | NA | 46.90 | 34.01 | 31.12 | 26.87 | NA | NA | … | … | 73.33 | 20.02 | 20.48 | 29.93 | 22.53 | 45.23 | 14.31 | 15.30 | 12.45 | 16.85 | 15.27 | 13.80 | 0.00 |
| Draw Down(%) | NA | 55.47 | 59.62 | 65.87 | 65.87 | NA | NA | … | … | 48.78 | 15.89 | 17.16 | 28.39 | 18.25 | 45.29 | 8.21 | 24.28 | 9.90 | 10.55 | 13.63 | 9.91 | 0.05 |
| Yield(%) | 0.00 | 0.81 | 0.28 | 0.47 | 2.58 | 2.13 | 1.60 | … | … | 0.14 | 0.69 | 0.12 | 0.03 | 0.53 | 0.29 | 4.81 | 4.10 | 5.51 | 5.75 | 4.57 | 5.15 | 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 |
|---|---|---|---|---|
| JSCBX (SMALL CAP VALUE FUND CLASS I) |
-22.10%
Apr 2022 – Apr 2025 |
-8.11%
Apr 2020 – Apr 2025 |
-4.49%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCBX (SMALL CAP VALUE FUND CLASS I) |
12.84%
Sep 2015 – Sep 2018 |
9.47%
Oct 2016 – Oct 2021 |
3.17%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart