Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMRJBX | NA | 9.85% | NA | NA | NA | NA | NA | … | … |
Data as of 09/12/2024, Common starting date is 09/13/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMRJBX | 09/13/2022 | 09/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | 9.85 | NA | NA | NA | NA | NA | … | … | 5.67 | 8.35 | -0.83 |
| Sharpe Ratio | NA | 1.58 | NA | NA | NA | NA | NA | … | … | 1.23 | 0.99 | -0.73 |
| Standard Deviation(%) | NA | 3.43 | NA | NA | NA | NA | NA | … | … | 3.00 | 4.17 | 7.38 |
| Draw Down(%) | NA | 1.91 | NA | NA | NA | NA | NA | … | … | 1.43 | 2.47 | 2.88 |
| Yield(%) | 0.00 | 4.66 | 3.15 | 1.89 | 0.94 | 0.63 | 0.47 | … | … | 3.65 | 4.42 | 1.44 |
Data as of 09/12/2024, Common starting date is 09/13/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRJBX (FMRJBX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMRJBX (FMRJBX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart