Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCVHX (CLASSIC VALUE FUND CLASS R3) | NA | -23.44% | -7.63% | 2.29% | 5.48% | NA | NA | … | … |
Data as of 12/17/2020, Common starting date is 05/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCVHX (CLASSIC VALUE FUND CLASS R3) | 05/26/2009 | 12/17/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -23.44 | -7.63 | 2.29 | 5.48 | NA | NA | … | … | -23.95 | 24.55 | -17.13 | 16.17 | 21.62 | -7.44 | 10.20 | 40.18 | 14.71 | -6.98 | 15.60 | 25.86 |
| Sharpe Ratio | NA | -0.49 | -0.27 | 0.06 | 0.23 | NA | NA | … | … | -0.50 | 1.36 | -1.09 | 1.59 | 1.06 | -0.44 | 0.82 | 3.26 | 0.92 | -0.26 | 0.76 | 2.09 |
| Standard Deviation(%) | NA | 48.49 | 31.30 | 26.28 | 22.39 | NA | NA | … | … | 49.37 | 17.05 | 16.98 | 9.83 | 20.18 | 17.06 | 12.38 | 12.31 | 16.15 | 26.70 | 20.31 | 22.01 |
| Draw Down(%) | NA | 50.54 | 52.05 | 52.05 | 52.05 | NA | NA | … | … | 50.54 | 12.24 | 27.52 | 5.56 | 15.66 | 16.28 | 9.96 | 5.53 | 14.85 | 26.73 | 19.15 | 8.97 |
| Yield(%) | 0.00 | 0.00 | 1.99 | 2.22 | 2.15 | 2.10 | 1.58 | … | … | 0.00 | 5.12 | 1.72 | 0.79 | 1.86 | 1.02 | 0.63 | 0.91 | 1.02 | 0.78 | 0.00 | 0.58 |
Data as of 12/17/2020, Common starting date is 05/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCVHX (CLASSIC VALUE FUND CLASS R3) |
-11.82%
Mar 2017 – Mar 2020 |
-4.15%
Mar 2015 – Mar 2020 |
3.22%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCVHX (CLASSIC VALUE FUND CLASS R3) |
23.82%
Sep 2011 – Sep 2014 |
17.92%
Jun 2009 – Jun 2014 |
11.46%
Jun 2009 – Jun 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart