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JAWGX: GLOBAL RESEARCH PORTFOLIO INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 84.02 2.37(2.74%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (86%) |
| Start Date: | 12/29/1993 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 9.50% |
| Expenses | 0.89% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | -2.7 | 5.5 | 17.7 | 21.1 | 7.7 | 10.9 | 9.4 | 7.7 | 7.7 | 21.0 | 23.6 | 27.2 | -29.0 | 12.6 | 13.2 | 29.0 | -6.9 | 27.0 | 2.1 | -2.3 | 7.4 | 28.4 | 20.1 | -13.7 | 15.8 | 37.7 | -44.7 | 9.6 | 18.2 | 5.9 | 4.8 | 22.7 | -26.2 | -22.8 | -22.6 | 64.1 | 25.0 | 21.3 | 28.2 | 27.3 | 1.5 | 0.4 |
| Sharpe Ratio | NA | 0.69 | 1.18 | 1.19 | 0.28 | 0.49 | NA | NA | 0.32 | 1.01 | 1.53 | 1.81 | -1.1 | 0.86 | 0.37 | 2.26 | -0.51 | 3.8 | 0.12 | -0.15 | 0.66 | 2.32 | 1.23 | -0.51 | 0.91 | 1.37 | -1.12 | 0.41 | 1.25 | 0.43 | 0.31 | 1.6 | -1.49 | -1.28 | -0.97 | 3.63 | 1.12 | 1.37 | 3.33 | 3.45 | -0.21 | 71.91 |
| Draw Down(%) | NA | 10.7 | 10.7 | 17.2 | 37.3 | 37.3 | NA | NA | 71.7 | 17.2 | 9.2 | 9.5 | 36.3 | 6.6 | 34.8 | 6.8 | 18.7 | 2.7 | 15.4 | 16.2 | 9.6 | 8.1 | 16.9 | 26.4 | 15.1 | 26.1 | 56.9 | 10.6 | 12.2 | 6.4 | 15.0 | 15.3 | 32.2 | 39.1 | 36.3 | 9.3 | 30.3 | 10.3 | 5.7 | 3.4 | 8.4 | 0.0 |
| Standard Deviation(%) | NA | 15.5 | 12.8 | 14.9 | 18.2 | 18.7 | NA | NA | 18.6 | 17.9 | 13.0 | 13.1 | 27.8 | 14.6 | 34.5 | 12.2 | 16.1 | 7.0 | 15.9 | 15.3 | 11.3 | 12.2 | 16.5 | 26.9 | 17.3 | 27.5 | 40.8 | 16.0 | 11.8 | 8.3 | 12.4 | 13.7 | 18.4 | 20.0 | 27.6 | 16.7 | 19.3 | 12.9 | 7.3 | 6.8 | 7.4 | 0.9 |
| Treynor Ratio | NA | 0.14 | 0.2 | 0.2 | 0.05 | 0.09 | NA | NA | 0.07 | 0.17 | 0.23 | 0.26 | -0.27 | 0.13 | 0.12 | 0.26 | -0.08 | 0.31 | 0.02 | -0.03 | 0.08 | 0.31 | 0.21 | -0.14 | 0.2 | 0.43 | -0.53 | 0.08 | 0.21 | 0.06 | 0.05 | 0.27 | -0.37 | -0.33 | -0.2 | 0.73 | 0.27 | 0.24 | 0.34 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.02 | -0.01 | 0.02 | 0.0 | 0.01 | NA | NA | 0.01 | -0.04 | 0.07 | 0.04 | -0.05 | 0.02 | 0.01 | 0.02 | 0.04 | 0.01 | -0.01 | 0.01 | 0.04 | 0.05 | 0.01 | 0.0 | 0.03 | 0.02 | -0.04 | -0.01 | 0.0 | -0.02 | -0.04 | -0.03 | -0.08 | -0.03 | 0.0 | 0.11 | 0.04 | 0.08 | 0.09 | NA | NA | NA |
| Beta | NA | 0.75 | 0.77 | 0.9 | 0.99 | 1.03 | NA | NA | 0.9 | 1.06 | 0.86 | 0.93 | 1.12 | 0.97 | 1.12 | 1.08 | 1.09 | 0.84 | 0.87 | 0.92 | 0.91 | 0.92 | 0.98 | 0.99 | 0.77 | 0.88 | 0.85 | 0.77 | 0.71 | 0.64 | 0.78 | 0.8 | 0.73 | 0.79 | 1.31 | 0.83 | 0.8 | 0.73 | 0.72 | NA | NA | NA |
| RSquared | NA | 0.83 | 0.78 | 0.7 | 0.68 | 0.78 | NA | NA | 0.75 | 0.72 | 0.64 | 0.74 | 0.68 | 0.71 | 0.92 | 0.85 | 0.84 | 0.75 | 0.84 | 0.84 | 0.76 | 0.84 | 0.9 | 0.93 | 0.89 | 0.87 | 0.84 | 0.81 | 0.72 | 0.64 | 0.68 | 0.75 | 0.75 | 0.56 | 0.58 | 0.41 | 0.72 | 0.69 | 0.34 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 9.4 | 7.3 | 3.8 | 4.7 | 4.5 | 3.9 | N/A | 10.1 | 4.6 | 4.6 | 0.8 | 0.6 | 0.7 | 8.1 | 1.2 | 0.9 | 1.1 | 0.7 | 1.1 | 1.3 | 1.0 | 0.6 | 0.6 | 1.6 | 1.0 | 0.8 | 1.8 | 1.4 | 1.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.6 | 1.0 | 1.1 | 0.5 | 0.0 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | 166.1 | 806.6 | 137.5 | 495.4 | 644.4 | N/A | N/A | 166.1 | 21.1 | 279.6 | 66.8 | -11.1 | -89.3 | 536.9 | 54.9 | -10.9 | 54.6 | -36.2 | 3.3 | 68.7 | 45.7 | 3.0 | -47.0 | -8.1 | 27.8 | -48.4 | 40.6 | 40.9 | N/A | N/A | N/A | N/A | N/A | -100.0 | -26.7 | 9.8 | 194.9 | 2850.0 | -90.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/29/1993
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