Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFARX (FUNDAMENTAL ALL CAP CORE FUND CLASS R4) | -1.78% | 5.84% | 12.79% | 7.69% | 13.77% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFARX (FUNDAMENTAL ALL CAP CORE FUND CLASS R4) | 03/30/2015 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.19 | 5.84 | 12.79 | 7.69 | 13.77 | NA | NA | … | … | -1.78 | -4.47 | 23.55 | 34.78 | -23.45 | 30.03 | 27.69 | 36.31 | -14.50 | 27.49 | 8.19 | 0.87 |
| Sharpe Ratio | NA | 0.55 | 0.65 | 0.28 | 0.58 | NA | NA | … | … | -0.20 | -0.32 | 1.32 | 1.90 | -0.85 | 2.08 | 0.73 | 2.32 | -0.82 | 2.89 | 0.46 | 0.07 |
| Standard Deviation(%) | NA | 13.51 | 17.06 | 19.93 | 20.72 | NA | NA | … | … | 15.13 | 22.97 | 15.04 | 16.57 | 29.30 | 14.44 | 37.30 | 15.02 | 19.40 | 9.33 | 17.33 | 16.87 |
| Draw Down(%) | NA | 14.12 | 23.85 | 28.41 | 37.12 | NA | NA | … | … | 14.12 | 23.00 | 9.10 | 13.49 | 27.73 | 5.03 | 37.12 | 10.20 | 27.48 | 3.39 | 19.73 | 11.68 |
| Yield(%) | 0.00 | 10.35 | 4.89 | 4.23 | 6.84 | 4.55 | 3.41 | … | … | 0.00 | 10.10 | 0.31 | 0.43 | 3.69 | 4.28 | 3.62 | 0.12 | 7.53 | 7.27 | 0.44 | 5.17 |
Data as of 06/10/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFARX (FUNDAMENTAL ALL CAP CORE FUND CLASS R4) |
1.80%
Mar 2017 – Mar 2020 |
7.34%
Apr 2015 – Apr 2020 |
11.50%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFARX (FUNDAMENTAL ALL CAP CORE FUND CLASS R4) |
31.29%
Dec 2018 – Dec 2021 |
21.08%
Oct 2016 – Oct 2021 |
14.71%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart