Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JWSFX (JACOB WISDOM FUND INVESTOR CLASS) | NA | -36.97% | -10.43% | -1.58% | NA | NA | NA | … | … |
Data as of 08/26/2016, Common starting date is 02/24/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JWSFX (JACOB WISDOM FUND INVESTOR CLASS) | 02/24/2010 | 08/26/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -38.42 | -36.97 | -10.43 | -1.58 | NA | NA | NA | … | … | -37.36 | -4.15 | 7.93 | 21.75 | 11.96 | 3.59 | 11.67 |
| Sharpe Ratio | NA | -0.27 | 0.44 | 0.70 | NA | NA | NA | … | … | 0.20 | -0.29 | 0.74 | 2.15 | 1.12 | 0.19 | 0.93 |
| Standard Deviation(%) | NA | 15.17 | 12.33 | 12.79 | NA | NA | NA | … | … | 13.00 | 14.33 | 10.69 | 10.12 | 10.69 | 18.34 | 14.67 |
| Draw Down(%) | NA | 12.63 | 15.58 | 15.58 | NA | NA | NA | … | … | 7.82 | 12.70 | 8.53 | 6.45 | 7.57 | 13.97 | 10.32 |
| Yield(%) | 0.00 | 18.70 | 7.58 | 6.28 | 3.49 | 2.33 | 1.74 | … | … | 0.00 | 17.84 | 0.00 | 1.88 | 1.79 | 1.04 | 0.23 |
Data as of 08/26/2016, Common starting date is 02/24/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JWSFX (JACOB WISDOM FUND INVESTOR CLASS) |
4.50%
May 2013 – May 2016 |
6.67%
May 2011 – May 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JWSFX (JACOB WISDOM FUND INVESTOR CLASS) |
14.88%
Sep 2011 – Sep 2014 |
12.53%
Jun 2010 – Jun 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart