Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMBCX (SHORT DURATION CREDIT OPPORTUNITIES FUND CLASS C) | NA | -0.02% | 3.53% | 2.39% | NA | NA | NA | … | … |
Data as of 12/14/2021, Common starting date is 06/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMBCX (SHORT DURATION CREDIT OPPORTUNITIES FUND CLASS C) | 06/30/2014 | 12/14/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | -0.02 | 3.53 | 2.39 | NA | NA | NA | … | … | -1.68 | 4.16 | 5.43 | -2.79 | 3.42 | 5.47 | -3.33 | -3.36 |
| Sharpe Ratio | NA | -0.60 | 0.55 | 0.38 | NA | NA | NA | … | … | -0.94 | 0.51 | 0.99 | -2.07 | 2.01 | 2.17 | -1.63 | -2.60 |
| Standard Deviation(%) | NA | 1.88 | 4.73 | 3.81 | NA | NA | NA | … | … | 1.90 | 7.73 | 4.04 | 1.99 | 1.40 | 2.42 | 2.06 | 2.50 |
| Draw Down(%) | NA | 3.14 | 16.34 | 16.34 | NA | NA | NA | … | … | 3.14 | 16.34 | 2.12 | 4.08 | 0.72 | 2.90 | 5.00 | 4.92 |
| Yield(%) | 0.00 | 1.64 | 2.19 | 2.31 | 1.56 | 1.04 | 0.78 | … | … | 1.55 | 1.73 | 2.86 | 2.82 | 2.46 | 2.41 | 2.38 | 0.54 |
Data as of 12/14/2021, Common starting date is 06/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMBCX (SHORT DURATION CREDIT OPPORTUNITIES FUND CLASS C) |
-1.32%
Mar 2017 – Mar 2020 |
-0.35%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMBCX (SHORT DURATION CREDIT OPPORTUNITIES FUND CLASS C) |
3.79%
Aug 2018 – Aug 2021 |
3.82%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart