Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JELBX (Jhn Hk Bal Mvpl) | 4.58% | 14.43% | 10.43% | 3.60% | 4.78% | 4.94% | 4.43% | … | … |
Data as of 06/05/2026, Common starting date is 01/02/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JELBX (Jhn Hk Bal Mvpl) | 01/02/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.81 | 14.43 | 10.43 | 3.60 | 4.78 | 4.94 | 4.43 | … | … | 4.58 | 9.72 | 9.35 | 12.06 | -17.78 | 9.77 | -3.69 | 17.92 | -4.89 | 14.13 | 4.78 | -2.14 | 4.29 | 12.78 | 11.87 | 0.64 | 12.04 | 30.76 | -31.31 | 1.49 | -0.50 | 5.03 | 13.47 | 23.96 | -10.08 | -7.14 | -0.07 | 10.67 | 4.83 | 14.28 |
| Sharpe Ratio | NA | 1.44 | 0.82 | 0.13 | 0.37 | NA | NA | … | … | 0.85 | 0.75 | 0.74 | 1.12 | -2.16 | 1.31 | -0.28 | 2.74 | -0.77 | 3.52 | 0.69 | -0.30 | 0.75 | 2.07 | 1.63 | 0.04 | 1.18 | 2.01 | -1.36 | -0.15 | -0.27 | 0.43 | 1.79 | 2.83 | -0.91 | -0.68 | -0.38 | 0.87 | 0.11 | 1.04 |
| Standard Deviation(%) | NA | 8.16 | 8.73 | 8.35 | 8.46 | NA | NA | … | … | 10.06 | 9.12 | 7.74 | 7.57 | 8.92 | 7.41 | 13.78 | 6.01 | 8.18 | 3.84 | 6.61 | 7.13 | 5.71 | 6.17 | 7.29 | 14.88 | 10.14 | 15.29 | 23.59 | 11.41 | 14.66 | 6.46 | 6.98 | 8.21 | 12.40 | 14.28 | 11.26 | 8.40 | 12.89 | 10.21 |
| Draw Down(%) | NA | 6.38 | 9.81 | 20.73 | 20.73 | NA | NA | … | … | 6.38 | 9.41 | 4.12 | 8.71 | 20.01 | 3.41 | 18.81 | 3.00 | 10.49 | 1.20 | 4.41 | 7.90 | 4.55 | 5.20 | 5.03 | 10.89 | 7.51 | 16.52 | 39.60 | 7.48 | 16.47 | 6.43 | 6.66 | 6.99 | 19.31 | 18.89 | 9.11 | 5.82 | 18.33 | 8.47 |
| Yield(%) | 0.00 | 6.94 | 6.85 | 4.41 | 5.19 | 5.14 | 4.53 | … | … | 0.00 | 6.97 | 3.18 | 10.85 | 2.18 | 2.75 | 2.33 | 7.11 | 8.88 | 6.34 | 6.40 | 9.50 | 3.01 | 3.04 | 2.46 | 3.41 | 3.18 | 5.06 | 6.58 | 3.11 | 0.00 | 3.93 | 2.29 | 2.64 | 3.09 | 5.39 | 5.13 | 4.75 | 5.19 | 5.04 |
Data as of 06/05/2026, Common starting date is 01/02/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JELBX (Jhn Hk Bal Mvpl) |
-15.25%
Feb 2006 – Feb 2009 |
-6.20%
Feb 2004 – Feb 2009 |
-1.26%
Feb 1999 – Feb 2009 |
2.44%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JELBX (Jhn Hk Bal Mvpl) |
20.11%
Feb 2009 – Feb 2012 |
15.90%
Feb 2009 – Feb 2014 |
9.71%
Feb 2009 – Feb 2019 |
7.08%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart