Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLCWX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R6) | -0.11% | 10.47% | 14.67% | 5.28% | 11.37% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLCWX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R6) | 09/02/2011 | 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 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.48 | 10.47 | 14.67 | 5.28 | 11.37 | NA | NA | … | … | -0.11 | 10.37 | 21.57 | 32.71 | -28.90 | 20.60 | 21.01 | 35.51 | -13.77 | 20.73 | 10.47 | 6.18 | 8.29 | 32.71 | 20.67 | 3.63 |
| Sharpe Ratio | NA | 0.92 | 0.81 | 0.16 | 0.48 | NA | NA | … | … | 0.06 | 0.39 | 1.36 | 1.91 | -1.03 | 1.27 | 0.55 | 2.41 | -0.82 | 2.36 | 0.65 | 0.38 | 0.68 | 2.76 | 1.39 | 0.37 |
| Standard Deviation(%) | NA | 12.81 | 15.72 | 19.54 | 20.29 | NA | NA | … | … | 14.77 | 19.19 | 13.21 | 15.36 | 29.62 | 16.14 | 37.33 | 14.13 | 18.55 | 8.53 | 15.80 | 16.15 | 12.25 | 11.82 | 15.01 | 31.19 |
| Draw Down(%) | NA | 13.99 | 20.30 | 35.73 | 36.94 | NA | NA | … | … | 13.99 | 20.30 | 8.67 | 11.71 | 30.54 | 10.65 | 36.94 | 8.97 | 25.19 | 3.59 | 16.27 | 11.76 | 8.42 | 5.12 | 12.38 | 12.17 |
| Yield(%) | 0.00 | 11.39 | 11.36 | 5.94 | 8.12 | 10.16 | 7.62 | … | … | 0.00 | 11.41 | 13.52 | 8.18 | 0.45 | 0.30 | 0.67 | 1.07 | 10.38 | 9.58 | 3.89 | 1.86 | 0.68 | 1.15 | 1.45 | 0.11 |
Data as of 06/10/2026, Common starting date is 09/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLCWX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R6) |
0.12%
Mar 2017 – Mar 2020 |
3.93%
Dec 2017 – Dec 2022 |
8.34%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLCWX (FUNDAMENTAL LARGE CAP CORE FUND CLASS R6) |
25.52%
Dec 2018 – Dec 2021 |
18.59%
Oct 2016 – Oct 2021 |
15.87%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart