Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JAGGX NA -8.03% -0.79% NA NA NA NA
Data as of 11/24/2021, Common starting date is 11/03/2017
More Performance Analytics Comparison
Name Start Date End Date
JAGGX 11/03/2017 11/24/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017
Annualized Return (%) 0.00 -8.03 -0.79 NA NA NA NA -9.66 -7.93 8.65 -7.46 0.27
Sharpe Ratio NA -0.65 -0.06 NA NA NA NA -0.86 -0.26 0.62 -0.40 NA
Standard Deviation(%) NA 12.46 20.17 NA NA NA NA 12.49 31.27 11.72 19.59 0.00
Draw Down(%) NA 11.80 39.58 NA NA NA NA 11.80 39.58 11.63 14.70 0.00
Yield(%) 0.00 2.10 3.76 2.14 1.07 0.71 0.54 0.90 1.12 6.79 3.03 0.00
Data as of 11/24/2021, Common starting date is 11/03/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JAGGX (JAGGX) -2.10%
Aug 2018 – Aug 2021
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
JAGGX (JAGGX) 2.16%
May 2018 – May 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return