Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMCFX | 0.88% | 4.61% | NA | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/23/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMCFX | 12/23/2024 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 4.61 | NA | NA | NA | NA | NA | … | … | 0.88 | 6.51 | 0.13 |
| Sharpe Ratio | NA | 1.63 | NA | NA | NA | NA | NA | … | … | -0.28 | 2.26 | NA |
| Standard Deviation(%) | NA | 1.20 | NA | NA | NA | NA | NA | … | … | 1.60 | 1.61 | NA |
| Draw Down(%) | NA | 1.90 | NA | NA | NA | NA | NA | … | … | 1.90 | 2.56 | NA |
| Yield(%) | 0.00 | 6.99 | 3.56 | 2.14 | 1.07 | 0.71 | 0.53 | … | … | 2.18 | 7.28 | 1.37 |
Data as of 06/05/2026, Common starting date is 12/23/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMCFX (JMCFX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMCFX (JMCFX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart