Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIBCX (BLUE CHIP GROWTH FUND CLASS 1) | 0.67% | 16.22% | 22.97% | 10.47% | 15.91% | 15.36% | 12.42% | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIBCX (BLUE CHIP GROWTH FUND CLASS 1) | 11/02/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.56 | 16.22 | 22.97 | 10.47 | 15.91 | 15.36 | 12.42 | … | … | 0.67 | 9.84 | 35.89 | 49.47 | -38.12 | 16.88 | 34.25 | 29.71 | 1.72 | 36.25 | 0.80 | 11.17 | 9.10 | 41.23 | 18.21 | 1.26 | 16.25 | 42.69 | -42.60 | 12.67 | 9.60 | 3.58 |
| Sharpe Ratio | NA | 0.81 | 0.99 | 0.34 | 0.63 | NA | NA | … | … | -0.05 | 0.28 | 1.80 | 2.62 | -1.12 | 0.92 | 0.96 | 1.83 | 0.02 | 3.76 | 0.04 | 0.64 | 0.59 | 3.12 | 1.20 | 0.05 | 0.80 | 1.60 | -1.07 | 0.56 | 0.54 | 2.47 |
| Standard Deviation(%) | NA | 16.74 | 19.93 | 23.56 | 22.58 | NA | NA | … | … | 18.91 | 25.44 | 17.88 | 17.65 | 35.29 | 18.40 | 35.23 | 15.45 | 21.92 | 9.51 | 15.66 | 17.28 | 15.39 | 13.22 | 15.21 | 25.71 | 20.09 | 26.67 | 40.71 | 16.95 | 11.46 | 8.91 |
| Draw Down(%) | NA | 17.36 | 22.85 | 42.74 | 42.74 | NA | NA | … | … | 15.83 | 22.85 | 12.92 | 9.62 | 40.49 | 9.01 | 30.77 | 8.21 | 20.88 | 2.94 | 16.57 | 12.81 | 10.03 | 6.43 | 11.30 | 19.18 | 17.09 | 18.50 | 52.18 | 9.35 | 9.19 | 2.15 |
| Yield(%) | 0.00 | 9.81 | 9.21 | 7.67 | 11.56 | 14.43 | 13.08 | … | … | 0.00 | 10.07 | 8.99 | 4.69 | 3.24 | 16.73 | 5.95 | 1.86 | 7.19 | 18.78 | 6.21 | 12.97 | 10.95 | 3.06 | 0.30 | 0.09 | 0.02 | 0.13 | 0.18 | 0.94 | 0.50 | 0.08 |
Data as of 06/05/2026, Common starting date is 11/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIBCX (BLUE CHIP GROWTH FUND CLASS 1) |
-14.15%
Feb 2006 – Feb 2009 |
0.92%
Sep 2006 – Sep 2011 |
7.78%
Feb 2006 – Feb 2016 |
8.55%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIBCX (BLUE CHIP GROWTH FUND CLASS 1) |
34.01%
Dec 2022 – Dec 2025 |
26.07%
Feb 2009 – Feb 2014 |
19.83%
Sep 2011 – Sep 2021 |
17.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart