Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSSOX (NEW OPPORTUNITIES FUND CLASS R2) | NA | -22.25% | -2.59% | 0.87% | 4.36% | NA | NA | … | … |
Data as of 08/28/2025, Common starting date is 05/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSSOX (NEW OPPORTUNITIES FUND CLASS R2) | 05/28/2015 | 08/28/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.45 | -22.25 | -2.59 | 0.87 | 4.36 | NA | NA | … | … | -23.82 | 6.04 | 9.09 | -27.98 | 4.94 | 25.39 | 21.89 | -14.62 | 13.92 | 20.24 | -9.87 |
| Sharpe Ratio | NA | -0.69 | -0.23 | -0.05 | 0.12 | NA | NA | … | … | -0.86 | -0.03 | 0.25 | -0.94 | 0.23 | 0.64 | 1.23 | -0.89 | 1.13 | 1.08 | -0.91 |
| Standard Deviation(%) | NA | 36.94 | 27.32 | 25.93 | 24.42 | NA | NA | … | … | 43.27 | 19.33 | 19.47 | 31.28 | 21.61 | 39.30 | 16.67 | 17.98 | 11.83 | 18.47 | 17.58 |
| Draw Down(%) | NA | 31.60 | 31.60 | 32.61 | 41.69 | NA | NA | … | … | 30.09 | 10.25 | 17.98 | 30.02 | 18.82 | 39.21 | 12.94 | 28.50 | 6.92 | 13.78 | 15.17 |
| Yield(%) | 0.00 | 2.59 | 5.41 | 6.04 | 6.74 | 4.18 | 3.13 | … | … | 0.00 | 2.78 | 5.37 | 7.15 | 9.06 | 3.49 | 4.05 | 15.11 | 7.67 | 0.55 | 8.14 |
Data as of 08/28/2025, Common starting date is 05/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSSOX (NEW OPPORTUNITIES FUND CLASS R2) |
-4.68%
Mar 2017 – Mar 2020 |
3.07%
Sep 2018 – Sep 2023 |
6.07%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSSOX (NEW OPPORTUNITIES FUND CLASS R2) |
21.60%
Dec 2018 – Dec 2021 |
15.87%
Feb 2016 – Feb 2021 |
6.28%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart