Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTEVX (JAMESTOWN TAX-EXEMPT VIRGINIA FUND JAMESTOWN TAX-EXEMPT VIRGINIA FUND) | NA | -0.28% | 0.12% | 1.04% | 1.75% | 2.17% | 2.80% | … | … |
Data as of 01/17/2019, Common starting date is 09/29/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTEVX (JAMESTOWN TAX-EXEMPT VIRGINIA FUND JAMESTOWN TAX-EXEMPT VIRGINIA FUND) | 09/29/1993 | 01/17/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.28 | 0.12 | 1.04 | 1.75 | 2.17 | 2.80 | … | … | 0.00 | -0.48 | 2.07 | -0.43 | 1.69 | 2.99 | -1.26 | 1.97 | 6.45 | 2.06 | 5.54 | 3.66 | 3.90 | 2.65 | 1.05 | 1.86 | 3.32 | 8.35 | 4.43 | 8.95 | -1.83 | 5.38 | 7.11 | 3.86 | 12.20 | -3.69 | 1.45 |
| Sharpe Ratio | NA | -1.42 | -0.38 | 0.36 | 0.82 | NA | NA | … | … | -2.37 | -1.55 | 0.88 | -0.31 | 1.03 | 2.07 | -0.60 | 1.31 | 3.65 | 0.92 | 2.05 | 0.86 | 0.50 | -0.39 | -0.57 | 0.31 | 0.85 | 2.62 | 0.93 | 2.36 | -2.19 | 0.81 | 1.48 | 0.11 | 2.72 | -1.28 | 0.75 |
| Standard Deviation(%) | NA | 1.16 | 1.63 | 1.61 | 1.81 | NA | NA | … | … | 0.70 | 1.17 | 1.64 | 2.04 | 1.61 | 1.44 | 2.17 | 1.48 | 1.76 | 2.15 | 2.65 | 3.16 | 1.75 | 1.68 | 1.98 | 2.98 | 3.08 | 2.77 | 2.30 | 2.08 | 2.31 | 2.54 | 2.42 | 3.34 | 3.07 | 5.18 | 4.91 |
| Draw Down(%) | NA | 1.38 | 4.16 | 4.16 | 4.16 | NA | NA | … | … | 0.10 | 1.67 | 1.89 | 4.16 | 1.89 | 1.07 | 4.07 | 1.32 | 1.66 | 3.32 | 2.26 | 4.46 | 1.20 | 1.09 | 1.94 | 4.75 | 4.67 | 3.28 | 2.86 | 2.11 | 4.06 | 1.57 | 1.67 | 3.13 | 1.51 | 7.64 | 2.30 |
| Yield(%) | 0.00 | 1.63 | 1.72 | 1.96 | 2.39 | 2.65 | 3.03 | … | … | 0.00 | 1.63 | 1.77 | 1.87 | 2.16 | 2.48 | 2.55 | 2.90 | 2.85 | 2.85 | 3.23 | 3.37 | 3.61 | 3.39 | 3.43 | 3.24 | 3.46 | 3.87 | 4.07 | 4.41 | 4.06 | 4.28 | 4.54 | 4.44 | 4.83 | 4.23 | 1.24 |
Data as of 01/17/2019, Common starting date is 09/29/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTEVX (JAMESTOWN TAX-EXEMPT VIRGINIA FUND JAMESTOWN TAX-EXEMPT VIRGINIA FUND) |
0.30%
Oct 2015 – Oct 2018 |
0.59%
Apr 2013 – Apr 2018 |
2.03%
Dec 2008 – Dec 2018 |
2.22%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTEVX (JAMESTOWN TAX-EXEMPT VIRGINIA FUND JAMESTOWN TAX-EXEMPT VIRGINIA FUND) |
7.93%
May 2000 – May 2003 |
5.85%
Mar 1994 – Mar 1999 |
5.37%
Nov 1994 – Nov 2004 |
4.78%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart