Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JIQBX (INVESTMENT QUALITY BOND FUND CLASS 1) NA 0.55% 1.88% 1.67% 4.05% NA NA
Data as of 05/04/2018, Common starting date is 10/17/2005
More Performance Analytics Comparison
Name Start Date End Date
JIQBX (INVESTMENT QUALITY BOND FUND CLASS 1) 10/17/2005 05/04/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.00 0.55 1.88 1.67 4.05 NA NA -2.08 4.97 4.08 -0.65 5.48 -2.15 7.03 7.47 7.18 11.84 -0.48 6.26 1.03 1.03
Sharpe Ratio NA -0.14 0.48 0.44 0.42 NA NA -2.80 1.56 1.26 -0.19 2.08 -0.59 2.19 0.29 1.46 1.94 -0.11 0.80 -0.55 0.66
Standard Deviation(%) NA 2.48 3.01 3.15 9.13 NA NA 2.55 2.77 3.06 3.53 2.62 3.70 3.21 26.07 4.86 6.04 13.46 3.93 4.38 3.43
Draw Down(%) NA 2.57 3.74 5.71 16.80 NA NA 2.39 1.39 3.74 2.92 1.27 6.30 1.48 16.80 4.28 3.76 16.12 2.45 4.77 1.26
Yield(%) 0.00 2.57 3.34 3.21 4.06 3.34 2.50 0.31 4.46 2.99 2.91 3.37 3.46 4.98 3.57 4.14 5.06 5.86 4.97 2.47 0.85
Data as of 05/04/2018, Common starting date is 10/17/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JIQBX (INVESTMENT QUALITY BOND FUND CLASS 1) 0.84%
Dec 2012 – Dec 2015
1.57%
Apr 2013 – Apr 2018
4.01%
Feb 2008 – Feb 2018
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JIQBX (INVESTMENT QUALITY BOND FUND CLASS 1) 11.38%
Oct 2008 – Oct 2011
7.85%
Oct 2008 – Oct 2013
5.15%
Jun 2006 – Jun 2016
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return