Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFCCX (FUNDAMENTAL ALL CAP CORE FUND CLASS C) | -0.72% | 7.27% | 12.79% | 6.96% | 13.49% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 07/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFCCX (FUNDAMENTAL ALL CAP CORE FUND CLASS C) | 07/02/2014 | 06/08/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.79 | 7.27 | 12.79 | 6.96 | 13.49 | NA | NA | … | … | -0.72 | 3.78 | 22.41 | 33.48 | -24.17 | 28.77 | 26.50 | 46.23 | -15.21 | 26.25 | 7.17 | 3.02 | 3.21 |
| Sharpe Ratio | NA | 0.48 | 0.58 | 0.22 | 0.57 | NA | NA | … | … | -0.25 | 0.04 | 1.25 | 1.81 | -0.88 | 1.99 | 0.70 | 2.60 | -0.86 | 2.75 | 0.40 | 0.18 | 0.45 |
| Standard Deviation(%) | NA | 13.50 | 17.08 | 19.94 | 20.91 | NA | NA | … | … | 15.13 | 20.64 | 15.04 | 16.62 | 29.31 | 14.45 | 37.29 | 17.24 | 19.47 | 9.35 | 17.25 | 16.53 | 14.54 |
| Draw Down(%) | NA | 14.29 | 24.08 | 28.94 | 37.14 | NA | NA | … | … | 14.29 | 23.14 | 9.14 | 13.67 | 28.16 | 5.06 | 37.14 | 10.27 | 27.70 | 3.46 | 19.79 | 11.85 | 8.55 |
| Yield(%) | 0.00 | 11.31 | 5.04 | 4.31 | 7.53 | 5.39 | 4.05 | … | … | 0.00 | 10.91 | 0.00 | 0.00 | 3.97 | 4.56 | 3.81 | 10.08 | 7.75 | 7.25 | 0.00 | 5.33 | 2.68 |
Data as of 06/08/2026, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFCCX (FUNDAMENTAL ALL CAP CORE FUND CLASS C) |
3.58%
Mar 2017 – Mar 2020 |
5.02%
Mar 2015 – Mar 2020 |
11.35%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFCCX (FUNDAMENTAL ALL CAP CORE FUND CLASS C) |
33.55%
Dec 2018 – Dec 2021 |
21.89%
Oct 2016 – Oct 2021 |
14.56%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart