Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| J (Jacobs Solutions Inc.) | -6.95% | -0.94% | 10.36% | 1.76% | 11.97% | 9.26% | 7.43% | … | … |
Data as of 06/05/2026, Common starting date is 03/18/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| J (Jacobs Solutions Inc.) | 03/18/1980 | 06/05/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.24 | -0.94 | 10.36 | 1.76 | 11.97 | 9.26 | 7.43 | … | … | -6.95 | 1.12 | 25.28 | 8.09 | -13.12 | 28.60 | 22.36 | 54.99 | -10.58 | 16.98 | 35.88 | -6.13 | -29.05 | 47.97 | 4.90 | -11.49 | 21.91 | -21.81 | -49.69 | 134.51 | 20.14 | 42.02 | -0.46 | 34.86 | 7.88 | 42.90 | 42.12 | -20.25 | 60.59 | 7.41 | -5.50 | 35.14 | -22.51 | -11.57 | 0.00 | 111.76 | 87.16 | 18.48 | 29.58 | 97.22 | 12.50 | 42.22 | -40.00 | -26.47 | -20.31 | -51.33 | 136.94 |
| Sharpe Ratio | NA | -0.11 | 0.27 | -0.04 | 0.37 | NA | NA | … | … | -0.48 | -0.07 | 1.04 | 0.19 | -0.50 | 1.18 | 0.51 | 2.55 | -0.40 | 0.75 | 1.35 | -0.23 | -1.32 | 2.17 | 0.19 | -0.30 | 0.64 | -0.37 | -0.61 | 3.79 | 0.53 | 1.47 | -0.06 | 1.22 | 0.17 | 0.99 | 1.23 | -0.90 | 2.08 | 0.16 | -0.34 | 1.25 | -0.95 | -0.52 | -0.07 | 2.61 | 1.97 | 0.44 | 0.79 | 1.79 | 0.20 | 0.80 | -0.91 | -0.68 | -0.47 | -1.07 | 3.36 |
| Standard Deviation(%) | NA | 31.65 | 26.01 | 26.14 | 27.83 | NA | NA | … | … | 37.40 | 26.94 | 20.75 | 22.94 | 29.14 | 24.22 | 42.78 | 20.98 | 30.03 | 21.75 | 26.38 | 26.54 | 21.98 | 22.10 | 25.69 | 38.44 | 34.26 | 59.00 | 82.24 | 34.89 | 31.88 | 27.06 | 25.07 | 27.94 | 39.20 | 41.44 | 30.81 | 26.18 | 27.46 | 23.01 | 27.02 | 24.88 | 26.96 | 26.26 | 34.91 | 41.02 | 41.20 | 28.41 | 30.96 | 51.67 | 39.68 | 45.74 | 51.39 | 47.71 | 59.36 | 57.88 | 56.58 |
| Draw Down(%) | NA | 34.44 | 34.44 | 34.44 | 39.33 | NA | NA | … | … | 28.85 | 21.69 | 12.57 | 15.07 | 26.37 | 12.07 | 39.33 | 12.65 | 31.74 | 19.20 | 16.42 | 23.98 | 39.86 | 12.84 | 27.75 | 40.48 | 30.60 | 43.85 | 74.14 | 14.60 | 25.87 | 14.86 | 22.50 | 15.25 | 38.26 | 32.47 | 18.37 | 30.29 | 25.27 | 22.72 | 32.48 | 14.63 | 36.45 | 31.93 | 39.93 | 19.61 | 42.06 | 18.35 | 18.92 | 35.00 | 31.33 | 28.33 | 45.12 | 35.51 | 50.00 | 52.85 | 23.42 |
| Yield(%) | 0.00 | 1.09 | 1.08 | 0.78 | 1.65 | 1.34 | 1.12 | … | … | 0.53 | 0.96 | 0.91 | 0.86 | 0.66 | 0.79 | 0.84 | 1.16 | 0.90 | 1.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| J (Jacobs Solutions Inc.) |
-35.66%
Feb 1981 – Feb 1984 |
-28.58%
Nov 1980 – Nov 1985 |
-3.85%
Oct 2007 – Oct 2017 |
1.29%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| J (Jacobs Solutions Inc.) |
80.57%
May 1988 – May 1991 |
71.26%
Sep 1986 – Sep 1991 |
33.28%
Sep 1985 – Sep 1995 |
26.44%
Mar 1986 – Mar 2001 |
Annualized Rolling Returns Comparison Chart