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JAGRX: RESEARCH PORTFOLIO INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 67.45 2.52(3.60%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (89%) |
| Start Date: | 12/29/1993 |
| Last Dividend Date: | 06/12/2025 |
| 12-Mo. Yield | 7.96% |
| Expenses | 0.81% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/29/1993 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.8 | 3.9 | 18.8 | 24.3 | 7.6 | 12.2 | 11.8 | 9.9 | 8.5 | 18.4 | 35.3 | 43.2 | -43.8 | 14.2 | 21.5 | 35.6 | -2.6 | 27.9 | 0.5 | 5.2 | 13.0 | 30.3 | 18.6 | -5.3 | 14.5 | 36.3 | -39.7 | 15.1 | 11.4 | 4.3 | 4.5 | 31.6 | -26.5 | -24.9 | -21.3 | 42.9 | 27.6 | 20.2 | 16.6 | 30.2 | 2.8 | -0.4 |
| Sharpe Ratio | NA | 1.0 | 1.47 | 1.2 | 0.25 | 0.49 | NA | NA | 0.33 | 0.67 | 1.77 | 2.46 | -1.22 | 0.81 | 0.56 | 2.32 | -0.2 | 3.53 | 0.02 | 0.32 | 0.99 | 2.68 | 1.36 | -0.22 | 0.89 | 1.53 | -1.1 | 0.79 | 0.67 | 0.19 | 0.27 | 1.57 | -0.98 | -0.91 | -0.81 | 1.86 | 0.99 | 1.07 | 1.35 | 3.8 | -0.04 | -18.67 |
| Draw Down(%) | NA | 15.1 | 17.1 | 22.7 | 49.0 | 49.0 | NA | NA | 64.9 | 22.7 | 13.1 | 9.1 | 47.6 | 7.6 | 32.2 | 7.7 | 21.9 | 3.1 | 13.3 | 12.8 | 8.3 | 6.3 | 10.9 | 21.0 | 11.9 | 20.2 | 50.5 | 8.2 | 11.0 | 7.7 | 12.7 | 14.5 | 34.7 | 44.2 | 33.0 | 9.4 | 27.2 | 10.2 | 9.7 | 3.0 | 5.4 | 0.4 |
| Standard Deviation(%) | NA | 18.4 | 15.8 | 19.4 | 23.8 | 22.6 | NA | NA | 20.8 | 23.4 | 17.9 | 16.2 | 37.2 | 17.4 | 37.6 | 14.7 | 19.5 | 7.8 | 14.0 | 16.1 | 13.1 | 11.3 | 13.7 | 24.0 | 16.3 | 23.7 | 36.9 | 15.2 | 12.0 | 10.7 | 13.1 | 19.7 | 28.3 | 30.5 | 31.7 | 21.3 | 24.3 | 15.3 | 9.5 | 6.9 | 7.3 | 2.2 |
| Treynor Ratio | NA | 0.19 | 0.25 | 0.25 | 0.07 | 0.13 | NA | NA | 0.08 | 0.17 | 0.35 | 0.48 | -0.57 | 0.2 | 0.22 | 0.5 | -0.04 | 0.32 | 0.0 | 0.05 | 0.14 | 0.33 | 0.2 | -0.06 | 0.17 | 0.38 | -0.42 | 0.13 | 0.09 | 0.02 | 0.04 | 0.31 | -0.32 | -0.35 | -0.31 | 0.43 | 0.28 | 0.24 | 0.26 | 0.61 | -0.01 | -0.14 |
| Alpha | NA | 0.03 | 0.03 | 0.02 | 0.0 | -0.01 | NA | NA | 0.0 | 0.01 | 0.02 | 0.02 | -0.07 | 0.02 | -0.09 | 0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.02 | 0.02 | 0.01 | -0.02 | 0.02 | 0.04 | -0.02 | -0.01 | 0.02 | 0.03 | 0.01 | -0.02 | 0.09 | 0.0 | 0.02 | 0.02 | 0.05 | 0.0 | 1.23 |
| Beta | NA | 0.95 | 0.93 | 0.92 | 0.85 | 0.86 | NA | NA | 0.86 | 0.93 | 0.91 | 0.83 | 0.8 | 0.73 | 0.95 | 0.68 | 0.92 | 0.86 | 0.93 | 0.98 | 0.94 | 0.91 | 0.91 | 0.89 | 0.83 | 0.95 | 0.97 | 0.9 | 0.87 | 0.85 | 0.85 | 0.99 | 0.86 | 0.8 | 0.82 | 0.91 | 0.87 | 0.68 | 0.5 | 0.43 | 0.57 | 2.81 |
| RSquared | NA | 0.94 | 0.94 | 0.96 | 0.8 | 0.82 | NA | NA | 0.86 | 0.98 | 0.96 | 0.94 | 0.66 | 0.8 | 0.84 | 0.72 | 0.97 | 0.91 | 0.97 | 0.96 | 0.96 | 0.94 | 0.94 | 0.97 | 0.96 | 0.96 | 0.96 | 0.95 | 0.88 | 0.87 | 0.9 | 0.93 | 0.92 | 0.85 | 0.81 | 0.83 | 0.74 | 0.79 | 0.55 | 0.42 | 0.69 | 1.0 |
| Yield(%) | N/A | 0.0 | 7.8 | 5.5 | 2.5 | 5.1 | 7.1 | 6.4 | N/A | 8.1 | 3.5 | 0.2 | 0.1 | 0.1 | 0.4 | 13.0 | 5.6 | 1.5 | 6.7 | 19.6 | 7.9 | 0.9 | 2.5 | 0.6 | 1.1 | 0.6 | 0.6 | 0.8 | 0.5 | 0.3 | 0.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 1.0 | 1.2 | 2.8 | 0.3 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | 207.8 | 2107.7 | -28.1 | 36.7 | 2002.8 | N/A | N/A | 207.8 | 2719.3 | -2.8 | 5.6 | -70.0 | -95.9 | 112.3 | 359.3 | -77.8 | -71.2 | 163.0 | 1024.5 | -59.3 | 307.0 | -40.9 | 149.5 | -40.9 | -10.9 | 70.4 | 58.8 | 134.5 | N/A | N/A | N/A | N/A | N/A | -100.0 | -73.5 | -9.0 | -44.7 | 757.1 | 16.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/1993
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