Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUSOX (NEW OPPORTUNITIES FUND CLASS R4) | NA | -21.64% | -2.17% | 1.21% | 4.60% | NA | NA | … | … |
Data as of 08/28/2025, Common starting date is 05/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUSOX (NEW OPPORTUNITIES FUND CLASS R4) | 05/28/2015 | 08/28/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.45 | -21.64 | -2.17 | 1.21 | 4.60 | NA | NA | … | … | -23.28 | 6.37 | 9.37 | -27.75 | 5.27 | 25.57 | 21.91 | -14.57 | 14.20 | 20.34 | -9.81 |
| Sharpe Ratio | NA | -0.68 | -0.21 | -0.04 | 0.13 | NA | NA | … | … | -0.85 | -0.01 | 0.26 | -0.93 | 0.24 | 0.64 | 1.23 | -0.89 | 1.15 | 1.09 | -0.90 |
| Standard Deviation(%) | NA | 36.57 | 27.17 | 25.83 | 24.37 | NA | NA | … | … | 42.80 | 19.33 | 19.48 | 31.27 | 21.60 | 39.27 | 16.67 | 17.99 | 11.88 | 18.49 | 17.56 |
| Draw Down(%) | NA | 31.10 | 31.10 | 32.53 | 41.61 | NA | NA | … | … | 29.61 | 10.21 | 17.85 | 29.81 | 18.76 | 39.16 | 12.86 | 28.48 | 6.98 | 13.78 | 15.14 |
| Yield(%) | 0.00 | 2.55 | 5.37 | 6.02 | 6.77 | 4.20 | 3.15 | … | … | 0.00 | 2.75 | 5.33 | 7.11 | 9.03 | 3.48 | 3.87 | 15.25 | 7.83 | 0.65 | 8.23 |
Data as of 08/28/2025, Common starting date is 05/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUSOX (NEW OPPORTUNITIES FUND CLASS R4) |
-4.57%
Mar 2017 – Mar 2020 |
3.24%
Sep 2018 – Sep 2023 |
6.25%
Jun 2015 – Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUSOX (NEW OPPORTUNITIES FUND CLASS R4) |
21.76%
Dec 2018 – Dec 2021 |
16.00%
Feb 2016 – Feb 2021 |
6.47%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart