Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAACX (ALTERNATIVE ASSET ALLOCATION FUND CLASS C) | 4.85% | 8.98% | 6.20% | 3.34% | 3.45% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/23/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAACX (ALTERNATIVE ASSET ALLOCATION FUND CLASS C) | 06/23/2011 | 06/11/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.07 | 8.98 | 6.20 | 3.34 | 3.45 | NA | NA | … | … | 4.85 | 5.44 | 5.76 | 5.18 | -3.91 | 4.17 | 3.66 | 8.17 | -4.76 | 5.28 | 2.34 | -2.40 | -0.02 | 3.24 | 8.12 | -3.81 |
| Sharpe Ratio | NA | 2.37 | 0.86 | 0.26 | 0.43 | NA | NA | … | … | 3.35 | 0.55 | 0.59 | 0.45 | -1.01 | 1.02 | 0.44 | 2.25 | -1.72 | 2.03 | 0.54 | -0.49 | -0.01 | 1.01 | 2.25 | -0.92 |
| Standard Deviation(%) | NA | 3.32 | 3.92 | 4.21 | 4.35 | NA | NA | … | … | 3.59 | 4.64 | 3.65 | 3.39 | 5.28 | 4.04 | 7.72 | 2.98 | 3.59 | 2.29 | 3.98 | 4.91 | 3.80 | 3.18 | 3.61 | 7.79 |
| Draw Down(%) | NA | 2.07 | 5.76 | 6.87 | 12.18 | NA | NA | … | … | 2.07 | 5.76 | 2.32 | 2.50 | 6.38 | 2.35 | 12.18 | 1.37 | 7.33 | 0.68 | 4.31 | 5.75 | 5.40 | 3.34 | 3.42 | 7.68 |
| Yield(%) | 0.00 | 0.86 | 0.82 | 1.09 | 1.10 | 1.36 | 1.02 | … | … | 0.00 | 0.87 | 0.50 | 1.06 | 2.15 | 1.05 | 0.08 | 2.81 | 1.17 | 0.56 | 0.08 | 1.94 | 3.36 | 1.52 | 0.90 | 2.08 |
Data as of 06/11/2026, Common starting date is 06/23/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAACX (ALTERNATIVE ASSET ALLOCATION FUND CLASS C) |
-0.80%
Jan 2013 – Jan 2016 |
-0.09%
Mar 2015 – Mar 2020 |
1.39%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAACX (ALTERNATIVE ASSET ALLOCATION FUND CLASS C) |
6.72%
May 2023 – May 2026 |
4.59%
Mar 2020 – Mar 2025 |
3.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart