Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JQTMF | NA | 1.87% | 4.55% | 5.45% | 3.72% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 11/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JQTMF | 11/07/2011 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.87 | 4.55 | 5.45 | 3.72 | NA | NA | … | … | 1.87 | 1.87 | 10.12 | 9.96 | 3.76 | 1.83 | 0.00 | 0.00 | 4.74 | 3.67 | 7.31 | 4.94 | 4.15 | 3.22 | 0.00 |
| Sharpe Ratio | NA | -0.63 | 0.20 | 0.51 | 0.46 | NA | NA | … | … | -0.20 | -0.95 | 0.67 | 0.90 | 1.01 | 0.87 | 0.00 | 0.00 | 0.88 | 0.96 | 1.03 | 1.02 | 0.39 | 1.00 | 0.00 |
| Standard Deviation(%) | NA | 1.86 | 5.77 | 6.38 | 4.91 | NA | NA | … | … | 2.17 | 1.85 | 9.67 | 9.51 | 3.69 | 1.81 | NA | NA | 4.64 | 3.60 | 7.05 | 4.82 | 10.67 | 3.19 | NA |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.84 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 1.84 | 4.29 | 5.11 | 3.54 | 3.80 | 2.85 | … | … | 1.84 | 1.84 | 9.19 | 9.06 | 3.62 | 1.79 | 0.00 | 0.00 | 4.52 | 3.54 | 6.81 | 4.71 | 10.10 | 3.12 | 0.00 |
Data as of 09/26/2025, Common starting date is 11/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JQTMF (JQTMF) |
0.61%
Jul 2017 – Jul 2020 |
2.03%
Jul 2015 – Jul 2020 |
3.34%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JQTMF (JQTMF) |
7.98%
Feb 2013 – Feb 2016 |
6.45%
Feb 2013 – Feb 2018 |
4.73%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart