Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFGFX (FUNDAMENTAL GLOBAL FRANCHISE FUND CLASS R6) | NA | -301,930.17% | nan% | nan% | NA | NA | NA | … | … |
Data as of 04/07/2025, Common starting date is 02/14/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFGFX (FUNDAMENTAL GLOBAL FRANCHISE FUND CLASS R6) | 02/14/2017 | 04/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -301,930.17 | nan | nan | NA | NA | NA | … | … | -342,767.97 | -7.42 | 25.74 | -23.24 | 7.95 | 6.34 | 28.76 | -11.09 | 19.02 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.53 | 1.66 | -1.01 | 0.53 | 0.21 | 2.79 | -0.94 | 2.96 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 20.73 | 13.43 | 24.61 | 15.07 | 29.16 | 9.76 | 13.31 | 7.19 |
| Draw Down(%) | NA | 274,342.28 | 274,342.28 | 274,342.28 | NA | NA | NA | … | … | 330,195.95 | 20.12 | 12.76 | 31.39 | 11.97 | 28.67 | 5.30 | 19.59 | 2.97 |
| Yield(%) | 0.00 | 88.43 | 33.28 | 25.44 | 13.24 | 8.83 | 6.62 | … | … | 100.72 | 0.98 | 8.22 | 6.18 | 0.03 | 0.02 | 8.05 | 11.44 | 17.14 |
Data as of 04/07/2025, Common starting date is 02/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFGFX (FUNDAMENTAL GLOBAL FRANCHISE FUND CLASS R6) |
-5.99%
Sep 2019 – Sep 2022 |
-1.25%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFGFX (FUNDAMENTAL GLOBAL FRANCHISE FUND CLASS R6) |
14.37%
Oct 2018 – Oct 2021 |
7.36%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart