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JGLTX: GLOBAL TECHNOLOGY PORTFOLIO INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 29.54 2.17(6.84%) June 05
| Asset Class: | Technology |
| MyPlanIQ Rating: | (59%) |
| Start Date: | 07/18/2000 |
| Last Dividend Date: | 06/12/2025 |
| 12-Mo. Yield | 9.56% |
| Expenses | 0.97% |
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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 07/18/2000 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.9 | 23.4 | 45.0 | 33.0 | 13.9 | 20.8 | 17.7 | 15.3 | 7.4 | 25.2 | 32.1 | 54.5 | -36.4 | 2.2 | 36.7 | 45.2 | 1.2 | 45.1 | 14.2 | 5.7 | 9.6 | 35.8 | 19.6 | -8.7 | 24.8 | 57.1 | -43.7 | 22.1 | 8.1 | 11.7 | 0.9 | 46.8 | -40.8 | -39.9 | -37.5 |
| Sharpe Ratio | NA | 2.24 | 1.94 | 1.3 | 0.42 | 0.76 | NA | NA | 0.23 | 0.88 | 1.34 | 2.57 | -1.0 | 0.09 | 0.92 | 2.59 | -0.01 | 4.26 | 0.81 | 0.35 | 0.68 | 2.85 | 1.22 | -0.34 | 0.6 | 1.98 | -1.03 | 1.13 | 0.29 | 0.75 | -0.01 | 2.31 | -1.37 | -1.06 | -1.58 |
| Draw Down(%) | NA | 15.8 | 15.8 | 23.7 | 45.2 | 46.1 | NA | NA | 80.2 | 23.7 | 15.4 | 11.2 | 42.0 | 14.5 | 28.7 | 9.5 | 22.4 | 4.8 | 16.9 | 13.6 | 9.9 | 6.6 | 13.3 | 22.4 | 21.8 | 21.9 | 55.3 | 9.8 | 19.0 | 11.4 | 26.5 | 12.6 | 49.0 | 60.5 | 40.6 |
| Standard Deviation(%) | NA | 27.1 | 21.8 | 22.9 | 26.8 | 25.3 | NA | NA | 26.0 | 25.4 | 21.2 | 20.0 | 37.9 | 24.5 | 39.5 | 16.9 | 22.1 | 10.5 | 17.2 | 16.2 | 14.1 | 12.6 | 16.2 | 25.3 | 41.2 | 28.8 | 43.4 | 16.9 | 16.1 | 12.6 | 19.6 | 20.0 | 30.6 | 40.3 | 43.5 |
| Treynor Ratio | NA | 0.62 | 0.45 | 0.32 | 0.12 | 0.2 | NA | NA | 0.06 | 0.26 | 0.3 | 0.5 | -0.35 | 0.02 | 0.39 | 0.48 | 0.0 | 0.5 | 0.14 | 0.07 | 0.1 | 0.38 | 0.21 | -0.09 | 0.24 | 0.57 | -0.43 | 0.22 | 0.05 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.01 | -0.02 | -0.01 | NA | NA | -0.01 | 0.02 | 0.01 | 0.0 | -0.02 | -0.09 | -0.02 | 0.0 | -0.01 | 0.04 | 0.0 | 0.0 | -0.03 | 0.02 | 0.02 | -0.04 | 0.06 | -0.01 | 0.0 | 0.03 | 0.0 | 0.03 | 0.02 | NA | NA | NA | NA |
| Beta | NA | 0.98 | 0.95 | 0.92 | 0.99 | 0.96 | NA | NA | 0.97 | 0.88 | 0.94 | 1.03 | 1.08 | 0.97 | 0.94 | 0.9 | 0.92 | 0.89 | 0.99 | 0.87 | 0.97 | 0.93 | 0.93 | 0.97 | 1.03 | 1.0 | 1.03 | 0.88 | 0.94 | 0.88 | 0.92 | NA | NA | NA | NA |
| RSquared | NA | 0.87 | 0.89 | 0.94 | 0.89 | 0.91 | NA | NA | 0.64 | 0.97 | 0.94 | 0.94 | 0.95 | 0.65 | 0.93 | 0.94 | 0.95 | 0.89 | 0.92 | 0.92 | 0.94 | 0.87 | 0.9 | 0.94 | 0.24 | 0.94 | 0.93 | 0.86 | 0.84 | 0.86 | 0.78 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 9.6 | 5.2 | 4.6 | 9.5 | 11.2 | 12.4 | N/A | 10.2 | 0.0 | 0.0 | 13.4 | 0.2 | 0.0 | 9.2 | 4.7 | 7.7 | 4.2 | 15.5 | 6.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.2 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | -24.2 | 98.0 | 302.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | 5831.9 | N/A | -100.0 | 84.9 | -15.3 | 108.7 | -76.2 | 144.4 | N/A | N/A | N/A | N/A | N/A | -100.0 | -59.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/18/2000
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