Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFIRX (FLOATING RATE INCOME FUND CLASS R6) | -0.16% | 2.79% | 7.06% | 5.14% | 4.88% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFIRX (FLOATING RATE INCOME FUND CLASS R6) | 09/06/2011 | 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 (%) | -0.27 | 2.79 | 7.06 | 5.14 | 4.88 | NA | NA | … | … | -0.16 | 4.77 | 8.94 | 13.91 | -2.77 | 5.08 | 3.02 | 9.16 | -0.77 | 3.11 | 11.20 | -3.97 | 0.04 | 5.43 | 9.19 | 3.20 |
| Sharpe Ratio | NA | 0.19 | 1.54 | 0.91 | 0.83 | NA | NA | … | … | -0.96 | 0.70 | 2.00 | 3.24 | -1.07 | 3.96 | 0.28 | 3.03 | -1.04 | 1.38 | 4.11 | -1.79 | 0.01 | 3.27 | 0.89 | 2.61 |
| Standard Deviation(%) | NA | 2.26 | 2.73 | 2.96 | 3.95 | NA | NA | … | … | 2.33 | 2.72 | 2.66 | 3.19 | 3.93 | 1.28 | 9.70 | 2.53 | 2.08 | 1.79 | 2.67 | 2.23 | 2.24 | 1.65 | 10.39 | 3.93 |
| Draw Down(%) | NA | 1.51 | 2.79 | 7.16 | 20.91 | NA | NA | … | … | 1.51 | 2.79 | 0.78 | 1.72 | 7.16 | 0.60 | 20.91 | 0.97 | 4.52 | 1.10 | 3.34 | 7.19 | 3.66 | 1.27 | 6.19 | 2.19 |
| Yield(%) | 0.00 | 6.02 | 7.78 | 6.88 | 5.75 | 5.29 | 3.97 | … | … | 2.09 | 6.91 | 8.53 | 9.24 | 7.56 | 3.90 | 4.39 | 5.77 | 4.52 | 4.55 | 5.62 | 4.96 | 4.98 | 5.10 | 6.12 | 2.19 |
Data as of 06/11/2026, Common starting date is 09/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFIRX (FLOATING RATE INCOME FUND CLASS R6) |
-1.61%
Mar 2017 – Mar 2020 |
0.22%
Mar 2015 – Mar 2020 |
2.67%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFIRX (FLOATING RATE INCOME FUND CLASS R6) |
9.98%
Sep 2022 – Sep 2025 |
8.71%
Mar 2020 – Mar 2025 |
5.61%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart