Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JAGRX (RESEARCH PORTFOLIO INSTITUTIONAL SHARES) | 3.93% | 18.82% | 24.31% | 7.44% | 12.15% | 11.94% | 9.88% | … | … |
Data as of 06/05/2026, Common starting date is 12/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JAGRX (RESEARCH PORTFOLIO INSTITUTIONAL SHARES) | 12/29/1993 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.84 | 18.82 | 24.31 | 7.44 | 12.15 | 11.94 | 9.88 | … | … | 3.93 | 18.43 | 35.33 | 43.17 | -43.82 | 14.22 | 21.47 | 35.64 | -2.58 | 27.89 | 0.51 | 5.24 | 13.00 | 30.34 | 18.59 | -5.30 | 14.51 | 36.35 | -39.72 | 15.09 | 11.38 | 4.29 | 4.52 | 31.62 | -26.51 | -24.92 | -21.31 | 42.95 | 27.63 | 20.18 | 16.58 | 30.17 | 2.76 | -0.39 |
| Sharpe Ratio | NA | 1.47 | 1.20 | 0.25 | 0.49 | NA | NA | … | … | 1.00 | 0.67 | 1.77 | 2.46 | -1.22 | 0.81 | 0.56 | 2.32 | -0.20 | 3.53 | 0.02 | 0.32 | 0.99 | 2.68 | 1.36 | -0.22 | 0.89 | 1.53 | -1.10 | 0.79 | 0.67 | 0.19 | 0.27 | 1.57 | -0.98 | -0.91 | -0.81 | 1.86 | 0.99 | 1.07 | 1.35 | 3.80 | -0.04 | -18.67 |
| Standard Deviation(%) | NA | 15.84 | 19.42 | 23.76 | 22.63 | NA | NA | … | … | 18.36 | 23.40 | 17.94 | 16.22 | 37.21 | 17.42 | 37.64 | 14.72 | 19.55 | 7.76 | 14.03 | 16.14 | 13.14 | 11.29 | 13.70 | 24.01 | 16.29 | 23.72 | 36.89 | 15.18 | 12.02 | 10.72 | 13.08 | 19.68 | 28.29 | 30.54 | 31.66 | 21.26 | 24.31 | 15.32 | 9.52 | 6.89 | 7.34 | 2.18 |
| Draw Down(%) | NA | 17.07 | 22.69 | 49.03 | 49.03 | NA | NA | … | … | 15.14 | 22.69 | 13.08 | 9.06 | 47.64 | 7.58 | 32.24 | 7.68 | 21.93 | 3.07 | 13.29 | 12.83 | 8.29 | 6.35 | 10.86 | 21.02 | 11.86 | 20.16 | 50.54 | 8.22 | 11.01 | 7.68 | 12.65 | 14.53 | 34.72 | 44.23 | 33.03 | 9.40 | 27.24 | 10.19 | 9.73 | 3.03 | 5.45 | 0.39 |
| Yield(%) | 0.00 | 7.81 | 5.46 | 2.48 | 5.05 | 7.13 | 6.44 | … | … | 0.00 | 8.07 | 3.51 | 0.18 | 0.10 | 0.11 | 0.44 | 13.01 | 5.59 | 1.54 | 6.68 | 19.64 | 7.86 | 0.88 | 2.51 | 0.58 | 1.11 | 0.59 | 0.63 | 0.80 | 0.51 | 0.34 | 0.15 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.98 | 1.23 | 2.84 | 0.34 | 0.29 |
Data as of 06/05/2026, Common starting date is 12/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAGRX (RESEARCH PORTFOLIO INSTITUTIONAL SHARES) |
-26.90%
Mar 2000 – Mar 2003 |
-11.78%
Mar 2000 – Mar 2005 |
-5.05%
Feb 1999 – Feb 2009 |
1.30%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JAGRX (RESEARCH PORTFOLIO INSTITUTIONAL SHARES) |
33.76%
Sep 2022 – Sep 2025 |
27.47%
Mar 1995 – Mar 2000 |
15.88%
Feb 2009 – Feb 2019 |
13.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart