Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSM (Navient Corporation SR NT 6% 121543) | -8.22% | 7.90% | 4.60% | 0.16% | 5.61% | 5.51% | 6.56% | … | … |
Data as of 06/05/2026, Common starting date is 12/31/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSM (Navient Corporation SR NT 6% 121543) | 12/31/2003 | 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.90 | 4.60 | 0.16 | 5.61 | 5.51 | 6.56 | … | … | -8.22 | 22.11 | -10.68 | 31.54 | -26.97 | 5.56 | 11.97 | 58.73 | -25.57 | 12.48 | 44.27 | -17.88 | 25.00 | -17.13 | 34.82 | 0.57 | 41.27 | 70.13 | -33.63 | -22.70 | 9.75 | -0.83 | 6.02 | 0.00 |
| Sharpe Ratio | NA | 0.44 | 0.08 | -0.11 | 0.14 | NA | NA | … | … | -1.93 | 1.37 | -0.86 | 1.12 | -0.85 | 0.50 | 0.18 | 3.13 | -1.21 | 0.81 | 1.49 | -0.86 | 1.91 | -1.12 | 2.18 | 0.03 | 1.94 | 1.48 | -0.53 | -1.10 | 0.93 | -0.41 | 0.38 | NA |
| Standard Deviation(%) | NA | 11.90 | 15.87 | 21.64 | 28.54 | NA | NA | … | … | 10.72 | 14.31 | 16.61 | 25.15 | 33.72 | 11.15 | 65.74 | 18.32 | 22.35 | 14.62 | 29.61 | 20.89 | 13.09 | 15.34 | 16.11 | 18.83 | 21.18 | 47.30 | 64.72 | 23.51 | 6.86 | 7.46 | 13.10 | 0.00 |
| Draw Down(%) | NA | 10.80 | 17.12 | 30.75 | 52.69 | NA | NA | … | … | 10.63 | 11.55 | 13.70 | 20.01 | 29.54 | 7.09 | 52.69 | 7.65 | 31.79 | 6.26 | 20.75 | 28.23 | 6.91 | 21.99 | 11.26 | 17.19 | 10.43 | 40.51 | 56.55 | 29.04 | 10.15 | 7.58 | 19.38 | 0.00 |
| Yield(%) | 0.00 | 8.17 | 7.44 | 5.34 | 6.93 | 6.38 | 6.52 | … | … | 1.86 | 8.13 | 7.09 | 8.44 | 4.45 | 4.50 | 6.10 | 11.73 | 6.42 | 5.04 | 9.02 | 6.91 | 7.92 | 6.21 | 7.84 | 7.44 | 9.47 | 13.76 | 8.37 | 6.13 | 6.33 | 4.49 | 6.01 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/31/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSM (Navient Corporation SR NT 6% 121543) |
-26.14%
Feb 2006 – Feb 2009 |
-15.39%
Feb 2004 – Feb 2009 |
3.48%
Dec 2012 – Dec 2022 |
5.34%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSM (Navient Corporation SR NT 6% 121543) |
55.98%
Feb 2009 – Feb 2012 |
32.91%
Feb 2009 – Feb 2014 |
18.91%
Feb 2009 – Feb 2019 |
14.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart