Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGEFX (GLOBAL EQUITY FUND CLASS I) | 4.16% | 15.39% | 14.36% | 8.14% | 9.98% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 05/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGEFX (GLOBAL EQUITY FUND CLASS I) | 05/17/2013 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | 15.39 | 14.36 | 8.14 | 9.98 | NA | NA | … | … | 4.16 | 18.17 | 10.47 | 19.66 | -14.87 | 21.08 | 7.91 | 30.24 | -10.11 | 16.78 | 9.25 | -1.32 | 2.79 | 11.52 |
| Sharpe Ratio | NA | 1.02 | 0.88 | 0.39 | 0.55 | NA | NA | … | … | 0.40 | 1.03 | 0.68 | 1.53 | -0.83 | 1.86 | 0.27 | 2.75 | -0.87 | 2.57 | 0.68 | -0.10 | 0.29 | 1.94 |
| Standard Deviation(%) | NA | 12.24 | 12.52 | 14.04 | 14.97 | NA | NA | … | … | 14.90 | 14.84 | 10.11 | 10.57 | 19.60 | 11.34 | 28.04 | 10.45 | 13.21 | 6.30 | 13.34 | 13.71 | 9.72 | 9.87 |
| Draw Down(%) | NA | 10.27 | 14.57 | 24.85 | 32.96 | NA | NA | … | … | 10.27 | 14.57 | 6.79 | 8.00 | 24.85 | 5.40 | 32.96 | 5.98 | 18.92 | 2.30 | 8.08 | 13.14 | 9.82 | 6.03 |
| Yield(%) | 0.00 | 8.63 | 8.94 | 8.82 | 8.59 | 6.87 | 5.15 | … | … | 0.00 | 9.23 | 13.32 | 3.38 | 5.70 | 21.44 | 2.32 | 2.96 | 6.35 | 9.36 | 1.99 | 1.94 | 8.32 | 1.25 |
Data as of 06/09/2026, Common starting date is 05/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGEFX (GLOBAL EQUITY FUND CLASS I) |
-0.08%
Mar 2017 – Mar 2020 |
2.15%
Mar 2015 – Mar 2020 |
6.63%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGEFX (GLOBAL EQUITY FUND CLASS I) |
19.39%
Dec 2018 – Dec 2021 |
14.20%
Mar 2020 – Mar 2025 |
11.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart