Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSJCX (SMALL CAP GROWTH FUND CLASS C) | 18.32% | 27.03% | 15.96% | 1.71% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSJCX (SMALL CAP GROWTH FUND CLASS C) | 04/27/2018 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 27.03 | 15.96 | 1.71 | NA | NA | NA | … | … | 18.32 | -7.83 | 24.32 | 5.00 | -37.53 | 22.73 | 38.90 | 15.16 | -10.86 |
| Sharpe Ratio | NA | 1.09 | 0.59 | -0.06 | NA | NA | NA | … | … | 1.59 | -0.43 | 1.00 | 0.07 | -1.17 | 1.01 | 1.07 | 0.78 | -0.76 |
| Standard Deviation(%) | NA | 22.63 | 21.87 | 24.23 | NA | NA | NA | … | … | 26.03 | 25.52 | 20.70 | 18.48 | 33.29 | 22.50 | 35.99 | 17.60 | 22.69 |
| Draw Down(%) | NA | 12.65 | 29.34 | 47.16 | NA | NA | NA | … | … | 12.65 | 25.37 | 10.59 | 17.72 | 38.81 | 13.04 | 32.77 | 15.07 | 28.79 |
| Yield(%) | 0.00 | 11.70 | 5.93 | 7.58 | 6.33 | 4.22 | 3.17 | … | … | 0.00 | 11.01 | 3.72 | 0.00 | 0.00 | 32.14 | 5.04 | 0.00 | 3.25 |
Data as of 06/03/2026, Common starting date is 04/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSJCX (SMALL CAP GROWTH FUND CLASS C) |
-8.28%
Apr 2021 – Apr 2024 |
-1.45%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSJCX (SMALL CAP GROWTH FUND CLASS C) |
25.22%
Dec 2018 – Dec 2021 |
9.34%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart