Janus Balanced D

for period ending November 30, 2024



Quick Links




  Overview

JANBX is the Recipe ID for this portfolio recipe

This Recipe ID appears in the scatterplots and comparisons below.

Portfolio Recipe Provider   Janus (www.janus.com)

Description   Janus Balanced D gives investors access to a risk-driven portfolio portfolio that uses a variety of securities to achieve a targeted risk level. This portfolio is a mutual fund and implements a particular asset allocation approach that is directed by the fund manager.

Category   Tactical: Managed

Ingredients Used   This portfolio invests in a variety of securities to achieve a targeted risk level.

Peer Group   Tactical: Managed. See How to Invest, below. You can see how this portfolio has performed compared to its peers by clicking on any "Rank: Group" link in the Compare sections, below.

Methodology   This portfolio is a mutual fund and its holdings are determined by the fund's manager, Janus. The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The fund pursues its investment objective by normally investing 35-65% of its assets in equity securities and the remaining assets in fixed-income securities and cash equivalents. It normally invests at least 25% of its assets in fixed-income senior securities. Fixed-income securities may include corporate debt securities, U.S. government obligations, mortgage-backed securities and other mortgage-related products, and short-term securities. The fund may also invest in foreign securities, which may include investments in emerging markets. You may consult www.janus.com for details on how this manager chooses particular assets for inclusion in this fund.

Cost




  How to Invest

You can invest in this portfolio by buying the ticker symbol "JANBX" at your favorite brokerage.




  How to Rebalance

You do not need to adjust the composition of this portfolio. While the underlying assets in this portfolio may change, the portfolio manager handles the details of buying and selling these underlying asset ingredients.




  Compare: Total Return

for period ending November 30, 2024

5-year graph JANBX Global equities (ACWI) U.S. equities (SPY) U.S. bonds (BND) 60% Equity / 40% Bonds (s.6040)
Total Return (Compound Annual Growth Rate)
  YTD      1 year 3 year 5 year 10 year 15 year 20 year
JANBX 20.3% 3.8% 25.1% 5.0% 9.0% 8.7% 9.4% 8.8%
Peer Group* average
60% Equity / 40% Bonds 17.4% 4.4% 22.8% 5.5% 9.2% 8.4% 9.5% 7.9%
Global Equities (ACWI) 20.7% 4.0% 26.5% 7.8% 11.5% 9.4% 9.5%  
U.S. Equities (SPY) 28.0% 6.0% 33.8% 11.4% 15.7% 13.3% 14.1% 10.6%
U.S. Bonds (BND) 3.1% 1.1% 6.8% -2.0% -0.1% 1.5% 2.3% 3.1%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
CVSIX 7.13713082720824% 0.726552179656537% 3.04956961090912% 2.34213958234277% 3.2906869162298% 3.3780232101456% 3.74958746152187% 3.35912416964737%
VYM 23.2446802092727% 5.44686179370795% 30.173986155944% 11.762982964381% 11.4424864442032% 10.1621297226199% 12.2456575777426% 0%
WFAIX 20.7033380443828% 4.3140028288543% 26.1480755956046% 6.34950014468436% 9.92672299833912% 8.61684515534311% 10.5856106570135% 8.20439663518968%
FPACX 16.2150996409452% 2.46270423869288% 17.64647010298% 7.59700253055786% 9.90808122823132% 7.83243295018274% 8.82189221187548% 8.20283598638698%
VGSTX 14.3127921884565% 2.96449500172353% 20.105777092492% 3.33362842811191% 8.15531806048786% 7.71141674423315% 8.65790238276909% 7.47297554748763%
VWELX 19.6093523000795% 4.13476263399695% 24.1829152345128% 6.70763625215576% 9.4587313568065% 8.91421048895584% 9.73361678283813% 8.60238179814194%
VASGX 18.3564679058316% 3.38321405335069% 24.3456004966987% 6.24001288102511% 9.54605146488898% 8.34582474507652% 9.31656707633381% 7.49590925085768%
VWINX 9.66234230619789% 2.27711308375145% 14.4567512358929% 2.92034102279377% 4.87402841527151% 5.51786979287254% 6.93289776013002% 6.53265545241291%
VLAAX 17.7824767487852% 5.38667858739383% 22.2807412518783% 5.72147410924115% 8.27007445935046% 8.79070354367255% 10.4501492055716% 8.31011084459936%
VBIAX 19.8642337735599% 4.45574771108852% 25.4927349985423% 6.15996791509568% 9.61854541368021% 8.64472088532557% 9.70504840783113% 8.05780074724307%
SWOBX 17.138382515059% 3.35454019664547% 22.705082152354% 4.2874253933664% 8.09875557213384% 7.45752713562062% 8.59036224047227% 6.81035416758655%
JANBX 20.3193170662094% 3.84290540540542% 25.0537823152009% 5.00279784390243% 8.97990672958775% 8.73570403168464% 9.38828297138088% 8.76000681441842%
FPURX 23.2028682307021% 4.61725394896717% 28.402042041341% 7.63786991042901% 12.31241371256% 9.88727478320837% 10.6686981626104% 8.67169983874492%
FBALX 21.284113160484% 4.28134556574924% 26.2574690931483% 7.09930935128131% 12.0588822306825% 9.90410264615484% 10.7346777241552% 8.92447868234381%
DODBX 14.9461139381497% 2.75645176209416% 20.164106258462% 7.92226721016036% 9.80013404334459% 8.22452204395994% 9.88759208674466% 7.65753173784205%
COTZX 10.3681595166091% 2.88343558282207% 15.0956546305448% 2.47596638489107% 8.31909641201161% 6.5734413614736% 7.98845344762444% 6.71816559302836%
BETFX 14.854827244343% 3.1634446397188% 19.867112422973% 4.86334416671628% 6.73591611363726% 5.83191122846654% 6.61719777652683% 0%
XCOR 29.6941463890626% 5.9419166758921% 35.1863753757578% 4.92123866874898% 9.6665405802582% 8.71020434356007% 9.76553392558068% 0%
NAVFX 29.3049513833631% 6.64670658682633% 37.7488556264145% 10.4726248248805% 11.7614011651175% 9.59233790456129% 0% 0%
SMIFX 27.0593517520468% 6.70050761421319% 32.0371065468196% 6.917992940849% 10.5436098800273% 7.94029366754154% 9.45776105723581% 0%
VWLTX -0.0935657949356683% 1.56537753222836% 2.61165044404366% -2.82751601348328% -0.0335012361306508% 2.01124548936058% 3.15873550276535% 3.35964525605146%
PRINX 0.968116487792647% 1.50709219858156% 3.25246301466577% -2.63060101853474% -0.0697611482287641% 1.78376732040066% 3.16152804299339% 3.40466130940922%
MDNLX -0.295275590551192% 1.18929633300298% 1.29206330551963% -3.3020348345953% -0.799674492378022% 1.19224649264613% 2.80219628539948% 3.01876215840591%
FLAAX 1.29313779160873% 1.62228796844204% 3.9470180017489% -4.77800606030082% -1.09513880283701% 1.55775941744853% 3.35797742789921% 3.42128253974159%
FHIGX 0.0780727559024141% 1.39002452984465% 2.56964303198295% -2.67638413766785% -0.129956006200527% 1.8093058505952% 3.05015132063742% 3.2919745867229%
VWIAX 9.79363141362799% 2.2781583559025% 14.6001145114442% 3.02681471285915% 4.97072650805346% 5.60860175657145% 6.92926163483987% 6.55702511342489%
VTINX 8.06794731939762% 1.84094256259204% 9.41144938397445% 0.777266970203572% 3.46442661548696% 3.98148212721974% 4.92263566288269% 4.76633520452203%
VASIX 6.50433732471063% 1.67310167310168% 10.8547161225483% 0.0489915115733153% 2.20976834995401% 3.26172829939158% 4.08298100706703% 4.08250381489541%
TRRIX 8.74076997454472% 1.40221402214022% 11.8764482826352% 0.0106261315227396% 3.93345100104217% 4.35562991186371% 5.3167355795811% 5.05274862462128%
PRSNX 0.896204807342116% 0.396825396825395% 3.68739080098786% -3.46360750084095% -0.395110598007453% 1.86891136942156% 3.21114744742677% 0%
PPSIX 9.95497627166804% 0.516268980477186% 12.5061358139341% 1.60288931861654% 2.64648835879011% 4.19815129547436% 6.30418442506122% 5.2389038797894%
PONPX 0.282935493085867% 0.946969696969702% 2.89901207116636% -2.31273953138726% 0.237266007922621% 2.59935634324016% 5.70901641573285% 0%
NPSRX 5.03887966110486% 0.613810741687804% 8.53059618061911% -2.04359869390598% 0.833660115800816% 3.38495806148318% 6.24344166586281% 0%
KIFYX 12.6579334059795% 0.512032770097282% 19.26523796913% 2.27591147659876% 3.03003432245341% 3.84504774645382% 7.48385803087974% 4.83373398721116%
GSZAX 0.000346094166681077% 0.966702470461867% 2.53137444777016% 1.5875670849562% 2.28891149233992% 1.25046661558501% 0% 0%
FCVSX 21.5804995156844% 8.40935005701255% 27.1371165316082% 4.85838354266377% 13.000731356684% 9.10669410390268% 10.3716667008148% 8.70408451136349%
CNSDX 16.0635856577427% 6.61331086773378% 21.469947567091% 2.19825055205229% 10.2322905979274% 8.081870393298% 9.19714137523739% 7.90604709867895%
CCVIX 16.3171302368862% 6.29370629370629% 20.4864195804421% 0.257771643508509% 9.7611856455788% 7.83670911450576% 7.82994198182649% 6.93183596815288%
BASIX 0.843852431030756% 0.739176346356896% 3.58715636005771% -1.27298585135687% 0.87270478763124% 1.68718410369477% 3.01654758461445% 0%
ARTOX 11.0375952277554% 2.44479495268139% 15.3446522808064% 2.95530092891112% 5.50587743893884% 5.08174856597245% 6.13338995204831% 5.46566132084898%
TIBAX 13.6226731059284% -0.829216166325586% 19.5166173611903% 9.14380079753483% 8.94815259118385% 6.94519285407902% 7.95819403813203% 7.98805177227686%
NBHAX 22.2418494952477% 5.38243626062325% 28.158593613345% 8.8209381015562% 9.07110023323277% 7.96048717965963% 9.22939923960959% 0%
LGMAX 18.492251879266% 3.95042602633617% 24.6840285185443% 4.28093156735052% 8.47384123957749% 8.28104394859854% 9.40581063888637% 8.58220281261703%
CVLOX 29.8282340150855% 3.38722093918398% 33.7509194482898% 5.3096784342584% 12.3515724912074% 8.35961512931977% 8.01300880407549% 7.61849939070929%
LFRAX 3.31453852796069% 0.245098039215685% 4.21069933303595% 0.76023177156106% 1.29602537462734% 2.43938790388434% 3.57614447348475% 0%
VEIPX 23.1069283696065% 4.94044993383325% 29.724612139134% 12.1221147831326% 12.0291928996455% 10.6497740522217% 12.5228120540361% 9.68737171398781%
SWDSX 24.9728411289538% 4.55650060753341% 30.7629450152101% 9.50854686967491% 9.07465374227505% 7.43296973571268% 9.79924715350962% 7.66027234880184%
PRFDX 21.3479563256746% 4.94578153927532% 27.9836737784481% 11.1232330882928% 11.031488097978% 9.36975888242313% 10.7672599020993% 8.25082460094502%
MDDVX 18.5933218442749% 4.38207779419006% 24.018094258375% 6.23294977144249% 7.75878423754552% 8.45518842947241% 9.8617804629324% 8.55718516082637%
LCEIX 20.8229746032804% 5.15933232169954% 27.235005182107% 11.2293885366471% 9.64365812617864% 8.39294076591584% 10.4248133168624% 8.45013566366588%
LBSAX 22.361711591684% 4.83777520278097% 27.5909826710778% 10.5959754223934% 12.1679950392589% 11.1132866612307% 12.205305142707% 9.89378961931613%
FSDIX 19.7585059584141% 4.37251561612719% 25.079072896494% 7.45511786858377% 9.7377829354544% 8.53996381802964% 10.4640370615549% 7.90381920715335%
FEQTX 21.9691573983089% 4.67778868171409% 28.4089913592452% 12.878600232008% 11.4031490413618% 9.43310408772815% 10.647252369716% 7.55990222269451%
VMNFX 5.93228387817526% -1.68895144264603% 7.44255933478326% 12.1791417127951% 7.95233718153117% 3.14619668530647% 3.31631037121802% 2.84765922060617%
JMNAX 14.9300050287671% 1.33244503664225% 12.5603142034317% 6.79607477893742% 7.14496210766671% 3.72946766360416% 2.33025100499804% 2.85116476358436%
GABCX 9.90903630083713% 1.96428571428573% 12.0881347254438% 5.29565837700308% 4.46563614862452% 3.45088530048612% 3.49846430356773% 3.93457617751949%
MLSAX 17.9428684094613% 3.43007915567282% 28.0844526357525% 5.10324493881755% 14.1483822787154% 10.8054289469752% 8.35852661382932% 7.04615268807038%
MFADX 11.5836604114397% 4.420866489832% 14.4670490514108% 8.16271263298247% 9.88841275236265% 4.78276211479078% 5.66168223240338% 0%
DHLSX 12.0906054500556% 0.64254311802503% 13.1203584689979% 5.50783537051289% 6.32403344437993% 6.02211617846986% 6.78561151313211% 6.50561925496782%
BPLSX 20.2205970531096% 3.38420703384208% 24.949978652618% 17.5644348781702% 13.5024010092732% 7.78771371120792% 9.11514866332865% 10.1967821818638%
BLSAX 8.82280377487803% -2.52427184466021% 12.7652112061884% -1.75165715016724% 1.95162052871274% 0.970937655886828% 0% 0%
ARBNX 3.41772883741973% 0.221075902726597% 4.81003498865626% 3.25469525207993% 3.20743938487975% 2.99355253971001% 2.6385928039165% 3.19402360816063%
ADANX 2.61363720071812% -0.572363041700741% 4.01476929878948% 0.792542350711578% 6.66814080730591% 4.83680465768543% 3.66260899557582% 0%
PYTRX 3.38346363006234% 1.11944544640927% 7.32610476255526% 2.05678478392088% 0.821072690847302% 1.95227233705539% 2.14875116943016% 0%
PARYX 1.2284620628179% 0.101214574898778% 2.29552103674624% -0.50242079139059% 0.494591008521228% 1.4773361270549% 1.43144265788906% 0%
JHAIX 7.24021732957236% 3.1548757170172% 9.29628607756618% 3.38588941378173% 4.07421874288201% 2.5895569846087% 0% 0%
GARTX 9.3772982017369% 2.30849947534104% 9.25603733898552% 3.93329372786881% 4.03022460870341% 3.51617140520173% 3.07252148650314% 0%
GAFYX 12.1736577962167% 2.63157894736841% 7.47242262542009% 4.07170216007897% 2.04800371338496% 1.5161197720108% 2.79762326983688% 0%
EIGMX 6.62061462763717% 0.713772455089834% 8.05443295440886% 3.00916810382066% 3.11130749686142% 3.04581401744479% 2.78787195871744% 3.99121347617939%
DVRAX 9.8491249518428% 0.923076923076915% 9.39256167274123% 4.29780112710583% 4.06480558410784% 2.99270679443491% 3.97683967802327% 0%
ASFIX -6.73916154623941% 2.17391304347825% -6.30673107427453% -4.17817079194983% -5.05478829082913% -3.49031602369814% -1.89521206622906% 0%
MYITX 11.4643043251694% 0% 16.5898112609261% 3.15621037660725% 4.22489903097498% 2.37663315527372% 4.61295990726245% 0%
VGLSX 16.1319945514176% 2.57680872150643% 21.5022601954138% 4.47789525891769% 5.18408156740586% 3.48635041105334% 5.88621254054884% 0%
TIBIX 13.8649124118853% -0.785003589290445% 19.8180256685931% 9.43176875117999% 9.23886728824903% 7.21233438213025% 8.5271185792188% 8.51525228871617%
PAUIX 3.68253032264461% 2.16049382716048% 8.34414338875724% -1.37134188740682% 2.80229178107116% 2.02653823090555% 3.13899593603151% 4.05227165306363%
MFWIX 9.04460225493007% 1.5228426395939% 14.9822576444136% 3.56394185201316% 5.52697121171219% 5.43966060505672% 6.46086676164093% 6.31812359006034%
MALOX 13.9758825853821% 3.150826446281% 17.8091521790609% 1.85416804557423% 6.46471047292816% 5.32026563792907% 5.91618849359381% 6.51678334824763%
LSWWX 18.7831780504835% 3.96795116367798% 24.9848035608203% 4.54409090892647% 8.75094557221954% 8.55153071834784% 9.81284223100063% 8.95303580605835%
LCORX 14.4509072642575% 4.10295512242471% 18.5444619647197% 6.91341418232934% 8.93321053165115% 6.66446235903018% 6.79921288890217% 6.79251962740957%
IVAEX 19.6131955906956% 2.20207253886011% 24.1563433517903% 7.63003876613315% 9.96215425236995% 4.47310095289533% 5.84553918645161% 7.71527526874394%
GMWAX 8.14460431491872% 1.27710127710128% 13.9142375125407% 4.26122720530449% 4.36467332983759% 4.14671432244098% 5.30583823910451% 5.48367681274324%
GLBIX 6.11580700202348% 1.87847579871903% 9.83581007498098% 3.20319448601056% 5.85005555483049% 3.74095525922822% 5.34922678582161% 0%
GBMFX 3.85832946273132% -0.111856823266221% 8.50400242100608% 5.9191390619415% 3.59949910693533% 2.84208671467856% 4.22387076324746% 5.6127125681485%
DSHGX 22.7251070404207% 4.15349887133183% 29.0220609987482% 10.3473558925014% 12.5911568413556% 9.85857339262399% 0% 0%
BPGLX 13.2222261762003% 3.29113924050632% 18.5294090242904% 2.12014272971399% 5.39111935922802% 4.83033657687941% 5.76118793777738% 4.92257704365855%
SFHYX 6.04962170084549% 2.24175824175825% 7.71184147672079% 0.163923848720993% 8.86413758397244% 6.34890300302027% 6.66198948005898% 6.20242469612875%
PMSAX 9.63020333302016% 1.64835164835164% 7.11478757776922% 3.96720572192859% 4.07441739977092% 3.00083817095258% 0% 0%
AVGRX 12.7440075187524% 1.48867313915857% 12.4314349639319% 2.81915745562253% 4.14449581364515% 3.25706905746448% 5.05273210974524% 0%
AOR 13.0877312333413% 2.68910478834143% 18.1860843035641% 4.12270480313872% 6.91612340566927% 6.39164345916785% 7.49729850392242% 0%
AOM 9.88702167980067% 2.09854014598538% 14.4433398984111% 2.29122389927645% 4.73109026139376% 4.78536064134907% 5.58328131195265% 0%
AOK 8.55605617030852% 1.91229938885973% 12.9640414702273% 1.40789363217453% 3.63280346799868% 3.99781225855451% 4.66468390106194% 0%
AOA 16.4825187334501% 3.2934131736527% 22.0529698497106% 5.99005747490042% 9.08758390248872% 7.94805369918785% 9.49136714220475% 0%
FV 19.3138969875962% 6.94275274056029% 30.1519068569706% 8.9399232501373% 15.3491518616479% 11.344790989045% 0% 0%
PGX 10.156078100284% -0.265186107026905% 13.1908528747089% -0.757676195362844% 1.33386823926585% 3.61889104613653% 5.43207227639739% 0%
PFF 11.2029938598105% 0.844732338237142% 14.4714914137809% 0.875968120160375% 3.20150906006764% 3.77354281617339% 5.67841220812835% 0%
MDIV 14.6887233511392% 4.30898599691838% 19.1424024028074% 8.43647320654468% 4.60367560904307% 3.62632422609146% 0% 0%
IYLD 4.33416230361523% 0.00912060583064811% 9.51339222192882% -0.122902286101156% 0.524325989495944% 2.23342244257305% 0% 0%
INKM 9.33629005921033% 2.17594031706558% 15.1324348764411% 2.56127166476321% 3.70609138561298% 4.05857286268971% 0% 0%
CWB 15.063078272128% 6.76315250382917% 21.9946157363193% 1.27261539448811% 10.9173280465373% 9.14711419656859% 9.68131844075271% 0%
CVY 18.1536157139678% 6.12499512651565% 24.916976565361% 9.95033582516194% 7.8410084139013% 5.88075271927833% 7.88998030874737% 0%
BKLN 7.79168894113966% 1.20174031256519% 10.0000753855857% 6.3226415589551% 4.49632614726763% 3.5694940627766% 0% 0%
BRK.A 33.4328421967559% 6.95469965337661% 32.632350247298% 20.2038944475713% 16.9821265648668% 12.4949756390867% 14.1005910810195% 11.4190732494911%
SDY 17.2954798568379% 4.21189752496742% 23.4810193193897% 10.3216330513831% 10.1350738934818% 9.7938753647755% 11.833146451131% 0%
PID 8.35919086252956% 1.30890052356021% 14.5139006606904% 7.32099893581586% 7.196339875458% 4.39396353897656% 5.90686416949691% 0%
IDV 7.69061546542869% 0.209351011863212% 14.3508372341007% 5.47142644380005% 4.17351622912985% 3.58762368210488% 4.94242964059608% 0%
HDV 22.1393108041041% 3.00662476643452% 26.2072078500052% 12.7646545280553% 8.85672127795551% 8.41966979659039% 0% 0%
DWX 7.25777003731618% 0.903614457831314% 11.8323594061138% 3.75686755627069% 2.80802554432453% 2.49874979979023% 2.41404293935898% 0%
DVY 25.7508185393109% 6.42671614100185% 32.9931124862348% 11.563823290286% 10.7350062407783% 9.95644791218273% 12.2653835462901% 8.16781989020463%
DLS 5.24232039345722% 0.568518097851856% 13.472387569409% 1.88851464319062% 3.09291853489895% 4.95826719506114% 6.27023837917584% 0%
DLN 26.0024410154987% 5.10653086205595% 31.6564029016726% 12.4675049717462% 12.4600321435599% 11.0173335855169% 12.6067939529962% 0%
DGS 4.03713046151462% -1.05530584326754% 10.0957992450611% 4.3299889417564% 6.76384822978753% 5.21576899940128% 5.2455799733784% 0%
DEM 6.52870766257763% -1.86893778093212% 12.0512453566513% 6.6051153210404% 5.38985489213437% 4.25266968339619% 3.83572061115274% 0%
BTAL 11.2684365781711% -4.93951612903226% -0.175247197346939% 5.75033713772179% -2.30615730220443% 0.214113445475594% 0% 0%
MNA 4.52085323145492% 0% 6.55535599743424% 0.923743005140065% 0.67558595918884% 2.06772607874788% 2.27765547322116% 0%
RLY 7.45909279901549% 1.40944326990839% 9.53057460396463% 7.66686468850557% 8.43481441772436% 4.10464559296218% 0% 0%
CSM 26.0813844268304% 5.85509037540553% 33.2200642875468% 10.2788473822696% 14.0256301714524% 11.9457712355243% 13.5019810409593% 0%
QAI 8.37209302325579% 2.28911884603322% 10.835294203114% 3.17337460960752% 3.18092082129595% 2.05974890626102% 2.46949417816387% 0%
PWC 26.7967060980929% 5.75090850401407% 33.8476664951151% 9.3915401385156% 10.6202180766045% 8.80238078862832% 11.3805284197167% 8.2822790786715%
PDP 36.5932304349167% 12.6833976833977% 44.6682171055752% 7.29894783601526% 13.2484883908814% 11.2224175917822% 13.756954212292% 0%
HDG 6.27031286867681% 1.81708055723804% 9.05684183018249% 1.63604179853825% 3.11346585105465% 2.54848178249265% 0% 0%
PRPFX 26.8195821125484% 3.44660194174757% 30.5670934218948% 11.1022113200381% 12.6460846648348% 8.23812283161431% 7.26116655847755% 7.59938765412103%
RSP 20.3366383867203% 6.42691020477624% 28.5456922198204% 8.72193378016732% 12.6195148533632% 10.7507483787832% 13.0838543278774% 10.0603256813363%
Historical Return
 
JANBX 22.5% 14.3% 17.2% -17.3% 13.2%
Peer Group* average
60% Equity / 40% Bonds 21.8% 16.4% 14.0% -16.7% 17.5%
Global Equities (ACWI) 26.6% 16.3% 18.7% -18.4% 22.3%
U.S. Equities (SPY) 31.2% 18.4% 28.7% -18.2% 26.2%
U.S. Bonds (BND) 8.8% 7.7% -1.9% -13.1% 5.4%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All
CVSIX 6.37877442823021% 5.18330422960467% 4.70120000264884% -4.48793826010582% 3.91695254846212%
VYM 24.0736461638762% 1.14210922816436% 26.2052340097269% -0.449991028214969% 6.58715438235167%
WFAIX 20.1638687698545% 16.4457486156541% 16.0031937158555% -16.9020255561005% 16.8116272325278%
FPACX 20.0204529947135% 12.1052128829308% 15.1712702630631% -9.72083769930251% 15.8668419475043%
VGSTX 22.1586491680101% 21.4255134949906% 9.65360808502485% -18.0541117998465% 16.2006693672745%
VWELX 22.508570754568% 10.5704623668104% 19.0089964318738% -14.3824070016434% 14.2948672350643%
VASGX 23.1304315145119% 15.4537216846768% 14.3515223565449% -17.2092041544067% 18.749572155349%
VWINX 16.3466780081721% 8.45474405362865% 8.46290232936118% -9.11911085949595% 6.99405508341768%
VLAAX 25.4044049942231% 15.23583484171% 11.8630498007988% -19.6648137739568% 21.3898225017561%
VBIAX 21.7876929880254% 16.4283975028394% 14.2162993496572% -16.9058259699724% 17.5639312917173%
SWOBX 20.1531147230337% 14.7285462713561% 14.7607283886342% -18.9122552841866% 16.3694117865725%
JANBX 22.5207534814614% 14.333397757625% 17.1891198073366% -17.3088484501582% 13.2454063173058%
FPURX 21.1393556989758% 20.5152630476507% 18.9770724556839% -17.7158171611599% 20.1953705270593%
FBALX 24.4388720004456% 22.3810593005045% 18.2461180699809% -18.2887649557407% 20.306298037834%
DODBX 16.8961084501602% 7.8514027616803% 19.2794096445656% -7.29813708005458% 13.7708099330568%
COTZX 15.1434883871992% 29.6321149085136% 6.41534079775659% -12.9192707006673% 11.6597321364714%
BETFX 16.2606167964976% 9.12020698391292% 10.7894535504845% -12.8738265935235% 12.1530596857925%
XCOR 26.9291153989646% 25.3707672267706% 10.3137647135634% -24.3059392179955% 14.3391591686677%
NAVFX 22.2181855492428% 11.5300279369166% 15.8425895863787% -17.8894849637985% 24.5443560292265%
SMIFX 19.2859764361771% 20.7584635285692% 11.3384173868481% -9.47474859846024% 4.43199530661302%
VWLTX 8.48728864406525% 6.18928025596117% 2.25944793166859% -11.9691767493868% 4.16666330003292%
PRINX 7.80385854120773% 4.53373380505824% 3.12984431432863% -12.4938402771198% 4.28949998444514%
MDNLX 7.21858245725253% 3.99610032889619% 1.9311616651285% -11.8522687667837% 2.71629730041014%
FLAAX 8.67197036373597% 5.62728475668437% 3.71962431300088% -17.8770912521899% 3.64539019408086%
FHIGX 8.49962461583045% 4.64151904170995% 2.84821614812611% -11.6204890972069% 4.04380621093303%
VWIAX 16.4518797129256% 8.54125876129985% 8.55749271730912% -9.03877498746342% 7.07600814602618%
VTINX 13.156874345706% 10.0179399612136% 5.24801043989485% -12.7550677474299% 7.5284287936255%
VASIX 12.0478841589899% 9.12526753369827% 1.92495707666449% -13.9403556693775% 8.89136511092861%
TRRIX 15.3041656126525% 11.4236622007733% 7.45447321036601% -15.3365180850028% 8.0493238384592%
PRSNX 10.3683952240577% 8.12445159481054% 0.362178663544421% -17.1618537216415% 6.92964493005064%
PPSIX 16.4426526527578% 5.44773444125484% 3.03480691439779% -10.6711666512243% 5.90241823282023%
PONPX 7.9439563878287% 5.65566014642138% 2.50260198923178% -10.9308212713566% 3.24207788878024%
NPSRX 17.5998604514334% 5.42624397454872% 5.15356617267611% -12.8387354714505% 1.43032027953773%
KIFYX 18.6403447808323% -2.75287005880204% 15.4406373372143% -16.3324483844343% 8.787010492655%
GSZAX 5.69135311722453% 9.23866170139129% -1.56469405305859% -4.47450349692905% 8.38302702118694%
FCVSX 28.5335627739002% 42.5874790383185% 10.0218218745422% -15.6249288787234% 11.4178195139653%
CNSDX 21.7299210815205% 44.6928802758792% 4.93432507219038% -15.5164511842311% 7.74354642925965%
CCVIX 19.1799310533342% 48.4459631541392% 5.21607685528089% -21.1020848588667% 8.92424646104255%
BASIX 7.47002381857493% 6.94352264429305% 0.689530635735847% -7.63325146299431% 2.97759845315797%
ARTOX 15.8537398433421% 10.7101760946506% 8.88698133817647% -13.2407777738862% 11.0674918954039%
TIBAX 17.8373035743789% 0.588012973090635% 19.9991246058214% -7.5711107858221% 17.9711828038191%
NBHAX 21.0468936532446% 2.5504722164829% 21.2515496057293% -4.10975644647696% 3.4231411951374%
LGMAX 26.4539556024323% 15.0543377080934% 14.1125063347354% -23.3310600114939% 22.1662891635976%
CVLOX 18.2802863231769% 31.7601621893487% 15.7824085836371% -22.1666741192993% 13.5776543779757%
LFRAX 7.38994294678883% -1.79162106059376% 5.08656302472719% -5.12999083310332% 3.69427226697456%
VEIPX 25.2163266369561% 3.02451178152741% 25.5494907480245% -0.166760539471833% 7.65494475615531%
SWDSX 24.3111018435979% -3.7692585372589% 28.1181087869439% -6.83869611720164% 5.17242883278957%
PRFDX 26.5805103618544% 1.32194104781003% 25.675671044125% -3.25140454038881% 9.65204352719131%
MDDVX 27.2457375222795% 3.63645455584987% 20.0800543034146% -14.7939660144715% 12.3796864023827%
LCEIX 25.225274948321% 0.201503703170069% 19.0373681666919% -1.61858860081049% 8.29530709463351%
LBSAX 27.8453132852901% 7.5029450788076% 25.9883833662987% -5.61444152843331% 10.2135073636359%
FSDIX 22.4863939415413% 11.2512042580709% 19.0123652428056% -10.3289235150327% 9.42675102022583%
FEQTX 27.3193742856159% 1.8366904097544% 22.2026281443214% -1.69598395199511% 11.590181604199%
VMNFX -9.56796324351678% -11.5745303669956% 23.3727849932812% 13.4771548710195% 12.2394201847999%
JMNAX 0.98347715929723% 11.9317082323061% 3.7922535802021% -2.38283564604188% 8.05169970503794%
GABCX 4.80159498646942% 2.89911319588729% 4.36778940289455% -1.72598301749028% 6.72837331300671%
MLSAX 34.5734506973298% 26.5797060743455% 57.0384621624927% -26.3905303916204% 9.64628661630103%
MFADX 11.86738311515% 19.8798825092195% 8.31663097646078% 2.75733237662115% 5.10416744951134%
DHLSX 23.1063071389425% -0.265227026645698% 19.4022894006878% -8.46314378360588% 9.93506881931374%
BPLSX 9.11594557066156% -6.35402762526041% 32.0262000511021% 7.21621501168361% 15.2020656692004%
BLSAX 17.0638077533083% 16.1685310776181% -4.54715881848763% -21.7118779915306% 8.97301098923873%
ARBNX 3.83299104081836% 5.71797181869333% 1.04866148372385% -0.517570468417383% 6.05080528187372%
ADANX 8.32299466437683% 24.8297355727128% 5.9929143683404% -3.5367978007277% 4.22937065758413%
PYTRX 9.38998392191863% 0.836170989254481% -3.40193613035035% -2.5399749958737% 5.42469921380577%
PARYX 4.86640899089166% 3.29868857499931% 0.490278061604732% -5.36907413323892% 2.85864804265141%
JHAIX 9.39567405471913% 2.09622971248287% 11.7959531791743% -5.2992923125715% 4.88059174779574%
GARTX 10.3591972480624% 3.30308166498012% 6.08901461554558% -6.61337317086297% 7.77511357300138%
GAFYX 10.4932863142008% -2.11908669388809% 1.29151949275885% -0.485847295053699% -1.3221661510321%
EIGMX 9.75707152665779% 3.58579830237087% 2.18827963764261% -1.74675950528693% 3.44616876038986%
DVRAX 12.8113038226303% 4.42002156590273% 3.43259606083313% -5.45595158184312% 7.92794436854409%
ASFIX -3.38143012131191% 0.741650144088024% -13.9033417680585% 8.47952217658812% -12.3989291632272%
MYITX 16.9056494083975% 1.49124658191844% 10.3436270566452% -16.1496534725035% 13.1271229249894%
VGLSX 9.90012858419171% 3.62439219521602% 8.5811506188147% -16.7763129781914% 15.4946012499708%
TIBIX 17.7443473070902% 0.913101795470217% 20.2895929183967% -7.27766042238414% 18.2483882361583%
PAUIX 7.61830320711669% 4.58827942044697% 15.5087549965254% -15.6422069583241% 5.69233307277759%
MFWIX 18.4819519733917% 9.57539858758698% 8.53594074130653% -10.6145105460721% 10.4855864696113%
MALOX 17.5438193347173% 21.1188293214424% 6.73489410423878% -18.6078119516679% 11.3844971990316%
LSWWX 26.8047960551896% 15.3811605807968% 14.383184361992% -23.1340147836002% 22.4322185825133%
LCORX 11.5774776326908% 10.0880077311534% 15.1719304912507% -6.78073505066084% 11.7051296417356%
IVAEX 22.0779824090737% 13.6966394098707% 14.0345860929517% -12.7598668223938% 15.8397053591238%
GMWAX 13.6084135609993% 6.1404007423737% 7.02814643679239% -12.9689684476633% 16.1461297273184%
GLBIX 9.3628158315523% 7.51624182778794% 15.011209073358% -7.91348617029681% 8.29243635121977%
GBMFX 11.6239041992129% -2.48939221483703% 2.96464264002319% -2.16822060530016% 13.40429109052%
DSHGX 25.04235739645% 11.9530808289995% 21.6035793279677% -12.9098288601128% 20.0968539223643%
BPGLX 19.0314301671969% 13.8396171480264% 8.22619149902604% -16.9860373255236% 9.68222252808513%
SFHYX 9.30794235275332% 37.4227204263366% 8.05729209587847% -10.9561384741031% 6.085883834442%
PMSAX 7.64646181886546% 4.68030102473358% 5.13639383310267% -2.30855723536987% 2.92043092345626%
AVGRX 15.0588734107745% 2.71740104559095% 11.5016906058121% -10.4055098457398% 4.16799183977583%
AOR 18.9017931574556% 11.4114799003671% 11.182620159451% -15.6456587272524% 15.7444790067338%
AOM 15.5716061449% 10.0184346708986% 6.92754693491138% -14.5365236193396% 12.3839190926336%
AOK 13.8941069227843% 9.32736445677713% 4.87240154090889% -14.1575151881152% 10.6573627195411%
AOA 22.5940979794439% 12.808345793423% 15.4143257224833% -16.2270597828113% 18.2641031077811%
FV 25.7170956385449% 28.3566316049802% 21.6310457749157% -3.93134088323942% 11.3437459533775%
PGX 17.6473522761396% 6.6455157887211% 3.15306424762645% -21.1534098268794% 9.49594789796158%
PFF 15.9290197551335% 7.90989558505688% 7.13567069108643% -18.1786916811099% 9.19266219193746%
MDIV 18.5720333289715% -14.9001112231639% 16.4953620612499% -3.90261548824502% 11.543174101979%
IYLD 15.7823283115328% -1.18350129092116% 3.36982989277954% -16.7818243360289% 12.5463159753375%
INKM 17.1189895111853% 3.01310697651906% 8.52918199066022% -12.5851053238626% 10.2815807087589%
CWB 22.3822107196571% 53.3917599644662% 2.16846562048445% -20.8076696489609% 14.2285905298247%
CVY 25.9659158878318% -10.461707246578% 25.3288710107978% -9.27469899841058% 17.8606482185565%
BKLN 10.0267501337701% 0.963167489710681% 2.31688977024072% -2.51414342673342% 12.5401913474754%
BRK.A 10.9771407640782% 2.42204383095188% 29.5694749282768% 4.00499712035929% 15.7696228782676%
SDY 23.2845704248156% 1.79019420837667% 25.3675902922518% 1.49082598824239% 4.59774815897611%
PID 25.8335208217722% -6.45744468890651% 24.4883710114224% -6.48723965192158% 14.2952152172457%
IDV 23.5586383735936% -6.09832602387087% 12.024638368747% -6.4015153936% 10.3353685098523%
HDV 20.2226898754636% -6.47000630638618% 19.4389568372392% 7.04060495858716% 1.73235486533962%
DWX 20.231062532023% -5.20069974741066% 10.5569512982088% -12.9751295585538% 14.7911328621135%
DVY 22.6165237613698% -4.912016915166% 31.6798500432284% 1.78891564839183% 1.13899569549201%
DLS 22.2176902100551% -1.32929688852557% 11.6966155929019% -17.3107479044539% 15.3285770026105%
DLN 28.9123885218331% 4.52968136017824% 25.6453564801868% -3.78060296430331% 9.95040358535668%
DGS 18.9187680413802% 4.07683808712571% 15.3181909157856% -12.3468677645694% 19.3843385088338%
DEM 19.8846910390495% -5.82319433002172% 11.4909316455883% -10.4332432891962% 20.9267303191434%
BTAL 1.06924985155856% -13.8600317237152% -6.81342525604407% 20.4809973267992% -15.1067833639622%
MNA 4.69884273974515% 2.70707962296177% -3.24033714430161% -1.61240008791024% 0.179382256961325%
RLY 15.6046924748458% -0.621547108267628% 22.8557456094318% 7.85885617249971% 2.57400187313455%
CSM 29.2621052674307% 10.9433878529163% 33.1294609138042% -18.2687478388093% 23.524397513237%
QAI 8.68343740921087% 5.72227170781581% -0.160771332770293% -8.67820877694757% 10.070954263688%
PWC 13.4733650414582% 8.5376930500441% 19.3813712396449% -16.016700361064% 18.5794635284676%
PDP 33.1307494798233% 36.5939612446235% 7.72062546784622% -24.4930469834113% 20.8786009996575%
HDG 9.58348320591453% 7.44381502940017% 2.97434607979368% -8.47915395843626% 7.15196958009441%
PRPFX 16.9096936919649% 18.8607126611326% 10.8648618341378% -5.48066208680633% 11.9596793613108%
RSP 28.9054039447187% 12.7143367095448% 29.4120996761329% -11.6211724467995% 13.7042696877099%



  Compare: Risk vs. Return

for period ending November 30, 2024

Note: This Free subscription only includes access to the 1-year data. Subscribe for full access to 3-, 5-, 10-, 15-, and 20-year metrics. For each Portfolio Recipe, get access to investable allocations, sortable lists, and clickable scatterplots.

Maximum Drawdown vs. Annual Return
JANBX Peer group All other recipes S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
Downside Deviation vs. Annual Return
JANBX Peer group All other recipes S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
Standard Deviation vs. Annual Return
JANBX Peer group All other recipes S&P 500 (SPY) U.S. Bonds (BND) Balanced (60% Equity / 40% Bonds)
 
Risk vs. Return Compass*
  1 year 3 year 5 year 10 year 15 year 20 year
JANBX risk vs. 60/40 Better Better Better Better Worse Better
JANBX return vs. 60/40 Better Worse Worse Better Worse Better
Risk-Return Quadrant
NW SW SW NW SE NW
Risk-Return Direction 354° 205° 216° 346° 116° 333°
Risk-Return Magnitude 2.3 0.5 0.2 0.3 0.2 1.0
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
M-squared
  1 year 3 year 5 year 10 year 15 year 20 year
JANBX -2.6% -6.5% -4.1% -1.2% -0.8% 2.1%
Peer Group* average
60% Equity / 40% Bonds -7.2% -5.8% -4.1% -1.9% -0.6% 0.4%
Global Equities (ACWI) -5.9% -3.5% -3.9% -3.6% -4.8%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -26.1% -22.5% -21.6% -13.0% -9.8% -4.3%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
CVSIX -33.0631204976625% -16.9206519529395% -12.1424100777188% -5.80159435734188% -4.0376947652879% -3.68952130296109%
VYM -3.98360549438405% 1.14650850462637% -3.68256456746995% -2.5010269531283% -0.884508074525208% 0%
WFAIX -2.43648162944449% -4.64869838501717% -2.53701020286985% -1.13247525589947% 1.07664990136582% 0.15766516847853%
FPACX -6.54072895786688% -2.68591623906966% -4.18773893641452% -3.99905785439274% -2.93203059361597% 0.00988842174393945%
VGSTX -9.43046842061211% -8.5315065486226% -6.02032209532156% -3.55666216419931% -2.75692030821506% -0.925626262144727%
VWELX 0.430988515432333% -4.07762618224173% -3.48553784625834% -1.03316644292634% -0.208039294991343% 1.42283568244432%
VASGX -4.62189378996187% -4.95146953689553% -4.80891820015887% -3.44912064464701% -3.14267399332139% -2.13536593791873%
VWINX -15.4620423499162% -10.2350931013405% -9.25008717186803% -4.02244419027167% -0.50317842855819% 1.74678083691352%
VLAAX -9.82227969474201% -5.57841098274495% -5.86858811839687% -2.00144912881249% -0.344802694689827% -0.124338465068687%
VBIAX -2.47385735037737% -4.92194398386612% -3.39402649243028% -1.47782476791878% -0.121511295148347% 0.800442291223057%
SWOBX -5.3992933982779% -7.48099118941453% -5.32929586208702% -3.22232135174861% -1.96763896633509% -1.15081277863005%
JANBX -2.61121342458807% -6.48062908445714% -4.09679628033021% -1.22684646278254% -0.779385121802166% 2.14216165711314%
FPURX -1.02179465650681% -3.01487990429599% -0.0337735536409181% -0.463812012491422% 0.0942490106348011% 0.766063120266169%
FBALX 0.514925273743472% -3.8048479292802% -1.21685334256289% -1.0071551769565% -0.167442399156478% 0.56593147248949%
DODBX -7.7538918226749% -2.29977334448206% -4.36036180267838% -3.54689267126274% -2.34098920531965% -1.83199902632144%
COTZX -15.6827632282304% -11.1105926974145% -2.37760403093293% -1.32440584591937% -0.207059561960692% -1.16432005017274%
BETFX -7.65372760531952% -6.68928526867717% -7.3354745327348% -5.42420651496701% -4.75445385841971% 0%
XCOR -3.99485357086685% -6.49105738048064% -5.79577511767816% -4.47317220038943% -4.50508317046263% 0%
NAVFX 1.80174521966815% -0.535444496915678% -3.29819168600357% -3.24683353651652% 0% 0%
SMIFX -3.02749315582362% -3.65194406946929% -4.1124688573481% -4.7649142127243% -4.46601485834845% 0%
VWLTX -33.8869184742541% -22.0033435291603% -20.1580504606003% -11.4061717347398% -8.06400177207137% -4.42636595217412%
PRINX -33.2165442105183% -23.2670609720128% -20.5220227531303% -12.0323378654809% -7.97358904102812% -4.22569071052935%
MDNLX -39.9210184471941% -25.9234191454661% -23.0644097058242% -13.8615691862958% -8.68686175941777% -5.05277280539093%
FLAAX -31.2942633683775% -25.2124874506014% -21.7402920984762% -12.452947453933% -8.06460519592501% -4.87543051275949%
FHIGX -34.3766935402052% -23.2811957408796% -20.7388790839913% -11.953315520547% -8.17304985391408% -4.35141150826772%
VWIAX -15.1938797656348% -10.0472586946531% -9.06408629765464% -3.83615575837229% -0.502253965952145% 1.80763582465273%
VTINX -19.6663362118625% -15.2941523629827% -11.8893086846316% -6.46838588407678% -3.58116059626591% -1.11232497274442%
VASIX -19.4141326446022% -16.702141239602% -14.9236136430074% -8.04070681706588% -4.97131533605687% -2.10925048097752%
TRRIX -14.8935043019731% -16.6837291719599% -11.0586016093563% -6.50633808616443% -4.75210370786485% -2.20013116673757%
PRSNX -32.1211368630073% -29.0725336877442% -21.2450228519428% -11.797780834758% -7.74068237671833% 0%
PPSIX -8.26279980655745% -13.9959434628588% -13.5754352529794% -6.58961166551937% -2.05953593175745% -3.84341967412382%
PONPX -32.9643793067862% -26.2148058686787% -20.4795080139401% -9.67118965610753% -0.0627453991928846% 0%
NPSRX -20.4330205472382% -20.5278518112707% -16.5126785428519% -8.72356516708941% -3.63414087382855% 0%
KIFYX -11.4865786367968% -10.1722182779252% -12.6512481305251% -9.25113017214723% -5.46795703568668% -6.05493310440735%
GSZAX -34.9100897055547% -20.8537066692238% -15.2368317251343% -13.9070893031533% 0% 0%
FCVSX -5.81953340305605% -6.66956214951825% -0.6203050364595% -2.67542629691667% -2.2744061539352% -1.9928183096249%
CNSDX -9.57974779773627% -10.6328772942631% -3.56380631582286% -3.30355133420161% -2.40082545277156% -0.904191598049337%
CCVIX -8.62135789697412% -12.853219518186% -4.91013887034295% -4.1868258724338% -4.61646041250182% -2.22001284144648%
BASIX -31.9788640486495% -32.1858549407556% -20.7161460207436% -12.8489659105538% -6.27682816026242% 0%
ARTOX -12.4854225827998% -10.1203634276619% -8.25268209361752% -5.44056593289338% -3.58521673155901% -1.59440703816751%
TIBAX -12.0121001191942% -0.765797502647043% -5.99953407412931% -5.45521396215241% -4.73379745993827% -1.45489630476125%
NBHAX -4.45743094132478% -1.87456904070855% -5.69236651007723% -4.11287198280792% -2.98946784877835% 0%
LGMAX -6.46973437629658% -7.13249728729087% -6.50735592508097% -3.84903760066921% -3.61105071423805% -1.36178306787165%
CVLOX 2.47817098408936% -6.07413702500547% -2.41712151766639% -4.05775683641435% -4.881530929242% -2.03619206607898%
LFRAX -34.8750602154285% -27.4736854011002% -16.9793034732172% -10.2833677929904% -6.63821188632596% 0%
VEIPX -2.71334509628491% 1.76138202258473% -2.85791900889913% -1.77683897463413% -0.403889370149846% -0.142834169389523%
SWDSX -0.511200960776243% -1.19624877337049% -6.44774997313312% -5.81548402918226% -4.2520773201569% -2.61405872476035%
PRFDX -5.20638779011553% 0.156024710897244% -5.01401284649784% -4.18565313808557% -3.67360222106449% -2.59522992543312%
MDDVX -7.04975626113357% -4.98006727352479% -7.73110165721468% -4.53047578315824% -3.73530959038594% -1.52901256458817%
LCEIX -5.69850038929243% 0.93789554290246% -5.34240921805988% -3.79772620298517% -2.36904990908221% -1.36290464414703%
LBSAX -1.59295335906978% 0.271701598230672% -2.14766458720576% -0.857009944015262% -0.33200230344576% 0.598310316474528%
FSDIX -4.44799059582731% -3.08465664499342% -3.89513214173722% -2.42423505971771% -0.786814644001458% -1.86486689345259%
FEQTX -5.94630837345851% 2.65099611207114% -4.19884350776083% -3.68147737102022% -3.60691013401282% -3.25414959245929%
VMNFX -25.1925455732123% 10.5233987411332% -0.977625754522442% -8.77021171132417% -7.96879121557922% -6.05210672287457%
JMNAX -11.0119172315605% 0.369778474515732% 3.29834029764024% -5.44414556050156% -9.42418788742276% -4.58767736845544%
GABCX -6.21115667712697% -5.83821854391305% -6.7958851447143% -4.50367920250698% -2.34189774581477% 1.47768940099385%
MLSAX -13.560609757358% -6.25331628320741% -4.02425851491897% -3.7551991019951% -6.02067364634255% -2.91559550566568%
MFADX -16.1763647746622% -1.1460768114412% -2.95188046282138% -7.37495654050165% -6.64912611654528% 0%
DHLSX -16.1384146368231% -5.73615073274588% -8.54584845894455% -6.30133478462154% -5.78447232225668% -2.64357968689908%
BPLSX -6.44897138326295% 10.692194860894% -0.33342634831784% -4.40956905118805% -3.51860239384511% 0.402715338488649%
BLSAX -21.0948660144989% -12.92412443638% -13.6671962878348% -12.2654497238888% 0% 0%
ARBNX -29.474344105095% -15.5550868965534% -12.4946528653917% -6.6485665405947% -6.63677637985397% -2.58773945069828%
ADANX -32.5410649731612% -29.206763231226% -4.26576126543038% -3.96621028244726% -6.08919507683947% 0%
PYTRX -25.3080647097376% -15.7415924409594% -19.7397660757948% -11.6743629015324% -10.1276925384111% 0%
PARYX -42.315314932371% -45.1399726922703% -29.0216932290071% -15.4254320547774% -12.6696218791034% 0%
JHAIX -22.8130247713982% -10.4177560449818% -10.226443838928% -9.84836565134378% 0% 0%
GARTX -18.2904377788018% -9.61549177010039% -10.3771441574991% -7.45160085719052% -8.32965150793024% 0%
GAFYX -25.505703017646% -9.56758598485636% -15.8580162142949% -12.5795001278098% -9.7608555793476% 0%
EIGMX -16.6054846821265% -16.1313770059146% -12.8548145338003% -7.33379127977346% -6.82944466747421% 1.3029176192705%
DVRAX -16.7297648085967% -9.10919300115857% -9.82879521782539% -8.52752411143295% -5.136645214622% 0%
ASFIX -42.2233195752022% -25.0233027179928% -31.5891534079653% -24.291833953672% -21.4136142175479% 0%
MYITX -16.9114570612354% -8.24605194260462% -11.445753806033% -10.8788224596707% -9.80354696100799% 0%
VGLSX -7.23419796547409% -7.21385309298016% -9.46110453289562% -9.19072860702516% -6.91744882255284% 0%
TIBIX -11.6563473159541% -0.363194338141814% -5.68025818821537% -5.13522752748121% -4.05378616453763% -0.839816784477719%
PAUIX -24.8141658390765% -15.4593206597616% -13.0189152520255% -11.2617750733364% -10.1899462405374% -5.37381608035209%
MFWIX -17.6698186138158% -8.50547347083101% -9.05060718010867% -5.9962105258924% -5.01925902463175% -1.85078331772429%
MALOX -11.9473238909302% -11.2562365118016% -7.72365598856305% -6.26968753702273% -6.02636915388907% -1.77255018337639%
LSWWX -6.1656943018182% -6.86462467628449% -6.19408344965573% -3.53637923542879% -3.17033300935343% -0.967857116260802%
LCORX -12.9387736655462% -3.16914991463411% -2.21660202644935% -2.78111007216499% -4.07532106270117% -1.5965613583521%
IVAEX 0.199618036282423% -2.87506278898037% -4.20391972010218% -8.55868963920744% -8.19017776843304% -2.57947344086168%
GMWAX -18.5498436799367% -7.54975580927702% -10.7854236780433% -8.0745591522201% -6.75341167970939% -2.87987908861784%
GLBIX -23.1673338566014% -9.51924891313504% -8.06164494056429% -8.33988388700123% -6.54250433513105% 0%
GBMFX -24.251891275805% -4.87100872777406% -11.7837465423625% -9.83036098342738% -7.46131378745004% -1.32068192831873%
DSHGX 0.387690800454585% -0.36534933242967% -2.77514034708933% -3.20680882751646% 0% 0%
BPGLX -11.2203839386051% -10.8117898001716% -9.3034036310493% -7.20499828865086% -6.75708690186763% -4.92740998248353%
SFHYX -23.7026887475426% -19.3266046416451% 0.905249644584424% -0.905936095685696% 0.572253775944578% 2.25166855702637%
PMSAX -24.2606795614123% -10.4602420251824% -9.94775336195437% -8.34792242217292% 0% 0%
AVGRX -13.4161440840024% -10.3957818104384% -10.7052914772209% -9.02143441533513% -6.63466062007849% 0%
AOR -11.7739758493951% -7.70158612543659% -7.01480113023743% -4.58779387353939% -3.42206678335766% 0%
AOM -15.1151466379908% -11.0010458690663% -9.64122266352065% -5.83810689412679% -4.21006880780161% 0%
AOK -16.805704120427% -13.0644188388021% -11.5989721715427% -6.90494847998612% -4.80884668937532% 0%
AOA -8.88023399919323% -5.25146083426909% -5.3310167228934% -3.91746473761135% -3.33061879884556% 0%
FV -11.4599630655195% -3.20971297742547% -2.33556392375837% -3.55669099976701% 0% 0%
PGX -19.3229380842092% -12.6775439727536% -14.8883263226595% -8.95453414231946% -6.37028011949671% 0%
PFF -15.1619242711268% -11.90899006523% -12.4866779835859% -8.55931231487565% -5.96022552581943% 0%
MDIV -8.18874827984168% -2.13148148451778% -11.1983503396456% -9.62014592838439% 0% 0%
IYLD -22.3246112575233% -14.4517960479985% -16.072292364305% -10.9638252997415% 0% 0%
INKM -16.366880421971% -10.1678425373351% -11.7849392256476% -8.22093782722613% 0% 0%
CWB -11.9052549713791% -11.3230444519552% -4.0930223929986% -3.19438234761599% -3.04732099622179% 0%
CVY -12.216196137618% -1.7588550597366% -8.89640120083495% -8.0802713308959% -7.06433210392911% 0%
BKLN -4.50269166831049% -2.59241278073477% -8.45453387769015% -6.51948630608774% 0% 0%
BRK.A -13.0757854351093% 6.6302329750068% -0.460662695713351% -2.11758310277629% -1.8355030208974% -0.42351811303902%
SDY -12.5194042569362% -0.540064051477537% -5.27298288428976% -3.00577723053589% -1.52356159526112% 0%
PID -20.887261571727% -4.02555901126004% -8.95319038868708% -9.13545229204417% -8.69221608251066% 0%
IDV -21.6991224178865% -5.94218013073733% -11.6318182835719% -9.81896409831955% -9.77353219565662% 0%
HDV -2.42043583749698% 2.72831372570298% -6.54663670810094% -4.33802370971319% 0% 0%
DWX -22.9578776521269% -7.87384273510484% -12.9295849437153% -10.7331295754279% -11.7904980879462% 0%
DVY -7.39508013684659% 0.228132959033991% -5.49684343254423% -3.39268172092481% -1.56855567752327% -2.49289388428102%
DLS -22.7213038158455% -9.54288161066585% -12.5829636704706% -8.46715771707491% -8.36067305590566% 0%
DLN 1.30380625919571% 2.27036809944992% -2.47436296128596% -1.54014361003857% -0.354315648325073% 0%
DGS -23.6847833662338% -7.1488695416123% -9.02062975062337% -8.35411693994243% -9.56589442588973% 0%
DEM -21.1331341063833% -4.73196125915903% -10.3488171197225% -9.28305962342108% -10.7177498200883% 0%
BTAL -31.7863528732979% -5.62268862274246% -18.4223950882938% -13.0980272507486% 0% 0%
MNA -24.91583291085% -25.9263473856203% -20.2286799766462% -11.2871042263442% -10.2132035104553% 0%
RLY -23.1872309942025% -3.17013813335649% -6.49883716067979% -8.84698868114038% 0% 0%
CSM -3.16739394971562% -1.30121932097687% -2.16722998564499% -1.76136300138465% -1.18625552329762% 0%
QAI -14.0546440621347% -11.7583531112859% -12.5612612350169% -11.2987932080695% -9.71097951164674% 0%
PWC -3.49024425628818% -2.38970996117169% -5.67282347138679% -4.98864909616866% -3.79589771758024% -2.75661293178203%
PDP -5.2709369681457% -4.52931378739409% -3.92512892107948% -3.17158457043436% -1.84877644028396% 0%
HDG -19.4927728186568% -15.7535550826776% -12.7225040912982% -10.0198717882863% 0% 0%
PRPFX 18.6433035177564% 3.73015310072506% 2.25536025992645% -1.51819494336276% -3.79055246530836% 0.0838408246343469%
RSP -9.63265248704625% -2.84808352979767% -4.02189652266269% -3.2472810508885% -2.13845630653888% -1.56994040513301%
Alpha
  1 year 3 year 5 year 10 year 15 year 20 year
JANBX -0.8% -4.5% -2.6% -0.6% -0.2% 1.7%
Peer Group* average
60% Equity / 40% Bonds -4.7% -4.3% -2.8% -1.1% -0.2% 0.4%
Global Equities (ACWI) -4.3% -3.3% -3.5% -3.2% -4.4%  
U.S. Equities (SPY) 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
U.S. Bonds (BND) -9.2% -9.2% -5.9% -2.1% -0.2% 0.7%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
CVSIX -1.48111159149647% -4.06197810253656% -2.26196508569627% -0.880132090195139% -0.567704859611447% -0.768518092826721%
VYM 3.37663103140897% 1.807668290694% -2.2013694788008% -1.42241704049075% 0.086469482636863% 0%
WFAIX -0.985536878785318% -3.34441924200055% -1.51217574305938% -0.542878109210859% 0.982345104416968% 0.327816155278161%
FPACX 1.07669457996434% -1.47611510756237% -2.25771617994966% -1.73222779552608% -0.823626319460315% 0.925273606864368%
VGSTX -5.00274217988018% -6.59198710862147% -4.14833761318891% -1.61649280194778% -1.09179786741718% -0.163045783963415%
VWELX 0.946890033776224% -2.76311144735917% -2.24646109406485% 0.199778635759437% 0.660212692662856% 1.40926188869475%
VASGX -1.92220301870102% -3.97220830587994% -3.70756477191211% -2.54686618989243% -2.33254747583385% -1.66580189096482%
VWINX -3.88931204988622% -5.38466280950141% -4.10095652789167% -1.18064529825878% 0.689115777301049% 1.39434081724308%
VLAAX -4.48482718374868% -4.36934616658975% -3.82274333414524% -0.797531146940546% 0.470948154606287% 0.377498359570515%
VBIAX -0.836649725258869% -3.60487715666739% -2.24760465492443% -0.851479648957353% 0.0812534338480617% 0.624597631942352%
SWOBX -3.00965343663968% -5.17975808214816% -3.39439177527503% -1.94699115472754% -1.08166604513817% -0.589933292980605%
JANBX -0.753418836248549% -4.52053250452917% -2.59885104334587% -0.600727172057013% -0.247703478250964% 1.65231321198599%
FPURX -0.281039770696044% -2.21839719302496% 0.157529610975956% -0.143795328074313% 0.287844169842495% 0.69340028860501%
FBALX 0.8391891763494% -2.94728850777192% -0.824391175000528% -0.640221646200026% 0.043657288005079% 0.602167002688716%
DODBX 1.00250460828753% -1.12118699294837% -2.49114020020843% -2.01995675975355% -1.13737073911165% -1.06716273212588%
COTZX -5.76674190270213% -5.71938498209586% -0.00888067663813796% 0.487181595438102% 1.13559522079523% 0.143083381195911%
BETFX -3.43052799518372% -4.50217987508058% -4.6907073032334% -3.17249823136801% -2.71398701751915% 0%
XCOR -1.60207191642903% -5.66149850986647% -4.786936197812% -3.75807651659332% -3.92133509194842% 0%
NAVFX 3.67707926835947% -0.378374532210439% -2.80362307785564% -2.75100491036394% 0% 0%
SMIFX -1.34546818967302% -1.55609990799527% -1.83236860328623% -3.0046600270055% -3.01750264006869% 0%
VWLTX -11.4076739385973% -10.3724579620195% -6.2993777762311% -1.78824178347621% 0.47574344685273% 0.711335511058563%
PRINX -9.59891040252499% -9.95214133194147% -6.21212193828847% -1.97634542850142% 0.490018136796601% 0.730759114938725%
MDNLX -10.5484243469565% -10.5149909561145% -6.91782567763821% -2.624165326359% 0.0960382712187686% 0.363938155737092%
FLAAX -10.0525813950523% -12.4822389472346% -7.84313465094758% -2.56567732530959% 0.411399036216976% 0.464343660686944%
FHIGX -10.6675075779035% -9.97626729563822% -6.16191246840814% -1.86456512332137% 0.465152904828257% 0.716128299456101%
VWIAX -3.76328146410867% -5.27846714832451% -4.00667345051157% -1.09158480310524% 0.688276156684704% 1.4208353840377%
VTINX -6.87746730748192% -7.21401447305121% -4.70050869784596% -2.08767749136029% -0.774136488276081% -0.00274360815079966%
VASIX -6.71540982522644% -7.77997891439584% -5.22372751446373% -1.99006437975999% -0.611534957304139% -0.108330859864722%
TRRIX -5.27570379511955% -8.14807918619725% -5.35773895953908% -2.82706723381636% -1.980664472513% -0.870105366995719%
PRSNX -8.78845150826326% -10.5702067847471% -7.60206992450433% -2.95126975586323% -1.1321985263889% 0%
PPSIX 1.37867855328863% -5.62815746886826% -5.34295300924127% -1.37731270044709% 1.08585307257139% -0.197449336654881%
PONPX -11.3647643158866% -9.46873566066515% -6.63541642493256% -2.07835166418779% 1.79452975049921% 0%
NPSRX -4.09836910527083% -9.25883534946449% -7.67929985369659% -2.6653791175606% 0.395794368533079% 0%
KIFYX 5.41520148720913% -6.34596985429843% -9.92519125034669% -5.59521719021532% -1.19142420734707% -3.52366450617518%
GSZAX -7.29007912900036% -4.60197224145859% -3.64105428084993% -3.07702329507497% 0% 0%
FCVSX 2.30914826859535% -4.2416715302873% 0.916148971593186% -0.993537873522304% -0.611493278174516% -0.630935829526698%
CNSDX -2.5916230199095% -6.89016790895713% -1.55598818820025% -1.39751005430256% -0.657977180227% 0.242012487854049%
CCVIX -1.69056356760124% -9.09742252494825% -2.80257011738689% -2.21132246375467% -2.39222420018436% -0.861565978204735%
BASIX -9.47584733064531% -7.64561944374376% -4.98988183755445% -2.35762416963015% -0.349242195116897% 0%
ARTOX -4.78878287265234% -5.64362248416556% -4.20775889712451% -2.58446642596856% -1.58201776537826% -0.631273185050088%
TIBAX 4.52169396612964% 0.379836408136929% -3.47738246927823% -3.12782370757286% -2.33165780034517% -0.212625556715074%
NBHAX 3.84629651903481% -0.938442072931853% -3.9292027119985% -2.60501202584449% -1.37587535127551% 0%
LGMAX -3.91886813311137% -6.80818919083292% -5.33218972381871% -2.78684440028292% -2.51043395219912% -0.602942166806142%
CVLOX 6.57708352842716% -5.08087101035397% -1.64646563741283% -2.99917707117344% -3.29208757356199% -1.09581557620881%
LFRAX -0.487009693586508% -5.2584022734274% -5.15796152185064% -2.19871465010416% -0.567965772893958% 0%
VEIPX 4.74357863911772% 2.27585824091228% -1.47214291196375% -0.789727720460002% 0.433802082870848% 0.355148831586606%
SWDSX 5.79798373503993% -0.438278050077919% -5.18708690998153% -4.98776108681044% -3.46460144731069% -2.03395233626663%
PRFDX 1.42363060210338% 0.932756009399419% -3.6875979771558% -3.23042023039498% -2.79583832886145% -2.15012571621007%
MDDVX 2.55709645495563% -3.01706577720895% -5.45507594980827% -2.98900236304304% -2.30453347040375% -0.698189619570941%
LCEIX 1.11583973766278% 1.44002581657867% -3.6332930602353% -2.24891302645281% -1.11915986723549% -0.655556651066844%
LBSAX 2.4538058597092% 0.610863841838406% -1.26166100937478% -0.284849820494141% 0.178326421105846% 0.805419887897672%
FSDIX 0.254629610630264% -1.96039841869933% -2.56346790573202% -1.39241831050367% -0.081846939967166% -1.140400662888%
FEQTX 5.11027133537306% 3.15791190098214% -2.64096881592475% -2.56351050755573% -2.67834528259826% -2.86175087560103%
VMNFX 8.52514678680431% 7.68231934275469% 5.33634998095831% 1.55927226969509% 2.16778590575605% 1.11296323840109%
JMNAX 11.0167846292828% 1.42419890166344% 3.92234897511483% 1.5981823993757% 0.491802054721092% 0.860133747724121%
GABCX 4.14294982038595% -0.930957860754437% -0.930681137435486% -0.446624086683131% 0.00783497003323053% 0.697335616607008%
MLSAX -8.94538014149925% -7.67679894319986% -2.94732177674428% -2.56439397079805% -3.91761294657605% -0.63170734237389%
MFADX -1.93261179841526% 0.524628992169916% -0.179725417342845% -3.24813036519134% -2.34065714617467% 0%
DHLSX -2.25897634047649% -2.91400919789846% -5.09601063278733% -3.77401182343711% -3.11808869771999% -1.05274525563586%
BPLSX 4.2922788877576% 9.10031730035506% 3.00466505788737% -0.48327468792911% 0.53609363865011% 2.89432121505086%
BLSAX -3.20996927118484% -11.1531247236139% -10.3794540048253% -8.49009099227023% 0% 0%
ARBNX -4.59892151426081% -2.69182973056808% -1.57099188783034% -0.216855455773771% 0.0433157713960377% 0.536474927861245%
ADANX -3.85248396064243% -5.1106125482849% 0.980238298116433% 0.881167711212101% 0.56411267835129% 0%
PYTRX -8.92340173734129% -4.428680408341% -4.82926141752339% -2.16167719226496% -1.24305357401798% 0%
PARYX -5.09609460235658% -6.29740734240023% -3.98146279123329% -1.56269841502814% -0.911964330090922% 0%
JHAIX -6.42189529650089% -3.74956881827807% -2.57394485373522% -2.32215615954683% 0% 0%
GARTX -4.60448476025059% -3.47625705613199% -3.7240648468126% -2.56133150128483% -2.8042460123418% 0%
GAFYX -4.67263815484175% -2.42614290716472% -4.11250764446514% -3.75454481799435% -2.80771730339061% 0%
EIGMX -1.25889213191672% -2.57921695266226% -1.72421646661037% -0.377256582468569% 0.0156312228097568% 1.39755935809533%
DVRAX 0.140320541108775% -2.52394993780138% -2.61801283081105% -2.07835427324871% -0.498107393552383% 0%
ASFIX -7.41921357763805% -7.24242860807619% -4.67328409941608% -2.19739393062765% -0.489619574012139% 0%
MYITX -1.83434410209001% -7.26833136505311% -9.68979049000235% -9.09993559010791% -8.53191983064992% 0%
VGLSX -3.82784386144769% -4.93747815248734% -5.7014825056812% -5.7846746959854% -4.37565264383602% 0%
TIBIX 4.84788728196025% 0.67408308843764% -3.20828453387091% -2.84433025014267% -1.77938437288262% 0.305711384967214%
PAUIX -12.4176894852079% -10.4042420765448% -8.35689553379623% -6.02156773335042% -4.21637171338801% -1.59366491652539%
MFWIX -6.48657854422717% -5.54009194062624% -5.34309467288093% -3.1266134935157% -2.44620665887003% -0.586190835230147%
MALOX -8.16238078482909% -6.96488654158041% -4.52500627613217% -3.46552079785841% -3.33152742959086% -0.572923142969507%
LSWWX -3.64114553948849% -6.54381203215394% -5.05641986821541% -2.52634038780043% -2.1261038723466% -0.240927562363439%
LCORX -6.95362238752521% -1.47280743456563% -0.744453906374133% -0.887818455648556% -1.72920682647081% -0.317095062500545%
IVAEX 1.75833787476663% -1.83111071106714% -2.83564652452191% -6.6405302194673% -6.32289909500769% -0.563667302945759%
GMWAX -8.28589965315325% -4.62611160075007% -6.22537849919206% -4.32984106017683% -3.36038535145324% -1.14752058805483%
GLBIX -13.00595124903% -5.20039597389187% -3.98819013959757% -4.00645219549406% -3.1557649487426% 0%
GBMFX -7.47394095659262% -1.37336626012474% -4.37970815735549% -3.69246322941331% -2.30859652167912% 0.465261101901572%
DSHGX 2.43524091105132% -0.105393570564583% -2.10087140458642% -2.62013306019792% 0% 0%
BPGLX -6.11707987107912% -6.99191556337631% -5.91234117617588% -4.44189082759628% -4.27779667657765% -3.47732577869182%
SFHYX -7.49829985165532% -6.70833966272553% 2.51151338114448% 1.22580755544393% 1.84475289121889% 2.0280829086227%
PMSAX -3.25850829984779% -2.66491347524447% -2.63493018148394% -2.01581843323417% 0% 0%
AVGRX 2.48587352081416% -5.02662279899228% -4.34788826835743% -3.68481618519196% -2.6513041507179% 0%
AOR -6.42998916791935% -5.31776409810508% -4.39454676000924% -2.6304952303544% -1.87256134424346% 0%
AOM -6.769260667453% -6.40475639223412% -4.69438674061983% -2.45309591587813% -1.55279678801964% 0%
AOK -6.93834143425229% -6.89670946031246% -4.99356159625344% -2.42533224334632% -1.23319947800175% 0%
AOA -5.56018499145697% -4.21511668732159% -4.12457473462011% -2.89093194492027% -2.51784000446962% 0%
FV -13.3650274657383% -2.90798873868573% -1.30448881335128% -2.8817763957989% 0% 0%
PGX -5.139562715242% -9.80465453636718% -8.81665349241633% -3.16171967766914% -0.541820590360913% 0%
PFF -3.32893581265616% -7.90997738409155% -7.4078401298678% -3.57351096122632% -1.24613156101153% 0%
MDIV 2.39003553131763% -0.850105969624865% -9.76606405943134% -7.45040830534594% 0% 0%
IYLD -4.25246154566902% -8.69028859321111% -10.4379340570988% -5.83376289897667% 0% 0%
INKM -4.95119320137299% -6.29100081509476% -7.41650354282377% -4.37565076549048% 0% 0%
CWB -4.46327095196138% -8.1166384214398% -1.9933678912059% -1.42650957227873% -1.1578312054126% 0%
CVY -4.98241604588956% -0.759908342984748% -8.91411283570078% -7.8780494522532% -5.95567842907486% 0%
BKLN 1.49993809256643% -0.37433431153856% -1.88993792139069% -1.22084220701955% 0% 0%
BRK.A 1.66555774694284% 9.68791368690387% 2.84440861356937% 0.713416529601286% 3.27412589353595% 3.46601303295109%
SDY -0.800606916755267% 0.386338936920613% -3.68987132459443% -1.6837084117599% -0.218067223532332% 0%
PID -8.62657923515322% -2.98334111927543% -7.95653702540138% -8.16851122040394% -7.52914681751549% 0%
IDV -5.0953762890556% -4.37141201468494% -10.1088311686133% -8.19890086364829% -8.66561023960404% 0%
HDV 9.68767680045586% 3.53988491923061% -4.24399555976291% -2.34828499164647% 0% 0%
DWX -7.27874080504721% -5.40021039912486% -9.33555161781803% -7.51462983159057% -9.65320573519969% 0%
DVY 7.55207452939904% 1.59559117763327% -3.43046407506075% -1.45250310783852% 0.526246135845344% -1.057600505407%
DLS -11.3968239701344% -8.1758393494315% -11.3339663320764% -6.90877478197103% -6.77934938721888% 0%
DLN 3.56297198489205% 2.34404684954554% -1.6688205327065% -0.973321572085654% 0.169261828442831% 0%
DGS -7.52655476988199% -4.92745318297704% -6.35678235141795% -5.8257855270856% -7.53192843324512% 0%
DEM -5.38949888616775% -2.42800367713847% -7.04900665045079% -6.47380488894134% -8.42342947167932% 0%
BTAL 21.5774183318431% 3.99410450747333% 1.20785180363669% 4.61124213637176% 0% 0%
MNA -4.7697126092454% -4.88530828115029% -4.43636496356208% -1.43594939202165% -1.11247181573139% 0%
RLY -3.11664728607945% -0.957853559644698% -3.17067507445134% -5.37357756706916% 0% 0%
CSM -2.77949600148778% -1.24413161486388% -2.10210186664614% -1.6862543694064% -1.07284470647713% 0%
QAI -3.88893187329114% -4.11491840157831% -3.94034668278779% -3.42565800459514% -2.6784077984796% 0%
PWC 1.66585498305808% -2.22256937928708% -5.33263450661465% -4.57590799193763% -3.33464455829663% -2.36450815510999%
PDP -3.91175532807945% -5.03575001832557% -3.33241321426385% -2.44553051295585% -0.806142714947137% 0%
HDG -3.86307451952524% -5.5644137333954% -4.31808901144967% -3.35916329067829% 0% 0%
PRPFX 17.4014416641526% 2.6936775171222% 2.32559221801186% 0.413768999925557% -0.539705335549872% 1.52873282652317%
RSP -5.162297348267% -2.59738203593219% -3.75167855411519% -3.00423552559648% -1.83215469361537% -1.43431088882473%
Sharpe
  1 year 3 year 5 year 10 year 15 year 20 year
JANBX 2.38 0.04 0.48 0.65 0.81 0.73
Peer Group* average
60% Equity / 40% Bonds 1.99 0.08 0.48 0.62 0.82 0.63
Global Equities (ACWI) 2.09 0.22 0.52 0.54 0.59  
U.S. Equities (SPY) 2.54 0.40 0.71 0.75 0.88 0.63
U.S. Bonds (BND) 0.29 -0.82 -0.43 -0.09 0.20 0.30
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
CVSIX -0.398408303103607 -0.499776240915047 0.03232571267999 0.324612289556939 0.56394922582028 0.344767873039695
VYM 2.22285826985965 0.446384617977318 0.526618107261902 0.596573198654976 0.820338147967406 0
WFAIX 2.38495983289934 0.138851766927409 0.556939882310898 0.655521629628016 0.926285536802774 0.618644994610102
FPACX 2.07296843140226 0.233252316488556 0.491877761111778 0.499129259887497 0.685673156021293 0.611107527079583
VGSTX 1.80263958620895 -0.0606883457334193 0.393602917479719 0.51775632907161 0.692032226646302 0.551434629003576
VWELX 2.65187463083721 0.164966194514782 0.512536746413489 0.662896903895982 0.847393071565943 0.692238731265787
VASGX 2.20726728979285 0.131044077346542 0.460284593409736 0.530695970007953 0.675338643539417 0.487598014120465
VWINX 1.27546282194727 -0.166782864771745 0.205530483732839 0.464674365698351 0.806721039442328 0.691465211811704
VLAAX 1.75454085975012 0.0995281820584654 0.403494007472271 0.61222555003261 0.844345504518343 0.604559504163796
VBIAX 2.38539443442065 0.125309879269861 0.51783197683638 0.636847603500865 0.851932198353344 0.652613113505788
SWOBX 2.1482640175161 -0.011341849156464 0.41974056118417 0.532824968817444 0.737435923420847 0.53264162639181
JANBX 2.37805851728721 0.0413187300141428 0.480936492833048 0.650409561666091 0.811789336766463 0.73303736321013
FPURX 2.49222977772999 0.226351475120661 0.684379050066303 0.702123637556659 0.871028652720229 0.656243322880504
FBALX 2.64269620589269 0.187201821671061 0.630888595846749 0.671744529947293 0.854402832902201 0.646363420455867
DODBX 1.95212613529527 0.253617683065876 0.482120430293113 0.525214427127708 0.725127074815713 0.505016351655797
COTZX 1.25377946827632 -0.213833839044437 0.539169632184004 0.619218301887423 0.834195452939595 0.531993211525914
BETFX 1.96292837582304 0.0284548847337067 0.320583307877327 0.398773349157033 0.561417150676891 0
XCOR 2.19249768280061 0.0606320125239657 0.424538974293938 0.483548789388766 0.602806774746232 0
NAVFX 2.66026541030357 0.368695912237065 0.547198315173809 0.555549714753695 0 0
SMIFX 2.292859684987 0.189986022949751 0.506939919511152 0.465308788193516 0.606557113194303 0
VWLTX -0.481727985859893 -0.807791284118503 -0.359619593868757 0.0105149280800424 0.321011463191047 0.300138387778271
PRINX -0.417851450045556 -0.869804320071382 -0.378681534004717 -0.0286825280978054 0.326112614233898 0.311993677361451
MDNLX -1.08677993135724 -0.994640185946449 -0.503565878453788 -0.139602785614191 0.275250929325277 0.256116116010304
FLAAX -0.227810937947336 -0.991505562964467 -0.442200893719325 -0.0505151881978476 0.325664220269962 0.277993059644256
FHIGX -0.531573354609294 -0.871345492538759 -0.38999989575401 -0.0235956343223627 0.312493180774105 0.302460821332643
VWIAX 1.29966473438975 -0.156961491488387 0.214898741720306 0.475836324631586 0.806935860147136 0.695311422353882
VTINX 0.890937011230961 -0.435281284592764 0.064113977564005 0.308498635858911 0.604780091732338 0.509365137807906
VASIX 0.915875907733299 -0.51329786535596 -0.0907305954200811 0.211601649314234 0.512031651014439 0.442896687266958
TRRIX 1.33608019647292 -0.507696347408666 0.113923257511874 0.316140961677223 0.5452372567581 0.453816702265873
PRSNX -0.310185904405872 -1.13948745968548 -0.411686829982938 -0.0136850064392129 0.337860990387387 0
PPSIX 1.95635132915781 -0.371544133437792 -0.0129581262776981 0.312405037422859 0.715889867681742 0.369486932524372
PONPX -0.389717848451824 -0.998165118112374 -0.373293153500234 0.109326926499731 0.80755595477124 0
NPSRX 0.819843250309037 -0.727437711989583 -0.160035945590331 0.18840436970278 0.622209926470519 0
KIFYX 1.61919612918591 -0.151896073659814 0.088506244563655 0.192342639565706 0.532961881112962 0.263370735999375
GSZAX -0.587133415418801 -0.696827964988238 -0.113785197832029 -0.149175680182682 0 0
FCVSX 2.07155157886904 0.0330581463069786 0.662461110725727 0.578276574995937 0.731887615179941 0.509320310329348
CNSDX 1.77268348349331 -0.182552150699029 0.517174407042251 0.535702980853112 0.717204321120024 0.557520269111764
CCVIX 1.85959393835002 -0.299498806774998 0.457714205224789 0.487040077142364 0.580245017152224 0.476106528635193
BASIX -0.294730637656882 -1.23821804037492 -0.383874829546813 -0.0840887107948014 0.412616980628125 0
ARTOX 1.54552310320465 -0.160644993555938 0.259045477877787 0.385498265026558 0.623299344476983 0.493534008114353
TIBAX 1.57926448213277 0.334507685118406 0.410806828223683 0.416369817075131 0.577467264068079 0.530481663259983
NBHAX 2.19436601919041 0.289387516475882 0.42213971547195 0.494129298624983 0.684381782220612 0
LGMAX 2.04201974649189 0.029078989176072 0.381569038539407 0.509708918667181 0.64956473734433 0.539330023338607
CVLOX 2.75760661529224 0.0768309457731862 0.585277660624016 0.500511818907455 0.568068291891356 0.494802498187922
LFRAX -0.591379895135541 -0.93726737804115 -0.195502392593855 0.0807137728830307 0.414776462639395 0
VEIPX 2.33526921418932 0.475271967004043 0.565516003667982 0.638119139566967 0.849421774014805 0.613521316914071
SWDSX 2.51839114733312 0.325451709982304 0.395148903961397 0.405015530912479 0.617494584777764 0.464731456292599
PRFDX 2.13165275651334 0.399170128367436 0.471166189628029 0.504645856057122 0.65534959271655 0.47195361424237
MDDVX 1.99425371194291 0.130219996466061 0.327101304377587 0.47731391101685 0.645231248620444 0.529706839823813
LCEIX 2.09216182046887 0.431350279408139 0.442950686125703 0.514746642792282 0.727131158668388 0.538012360120144
LBSAX 2.44855844267543 0.396820781023456 0.594008633311271 0.688413150345876 0.851670564131316 0.65485511942879
FSDIX 2.21405517306847 0.21642821468264 0.499001824963948 0.586078349761112 0.817225914894326 0.506524857887067
FEQTX 2.06527032360207 0.517500062526874 0.506692429764745 0.530789258490184 0.659052420212974 0.431555930520104
VMNFX 0.375918541382451 0.910408885817831 0.641801906149279 0.18432424215705 0.346875054402185 0.210813353968476
JMNAX 1.67920065671169 0.361633632858001 0.82895059457067 0.383042178597359 0.240973886192792 0.296114972212043
GABCX 2.13028834562042 0.027575978088293 0.29048602038877 0.402953082456995 0.664233121659573 0.661486475256056
MLSAX 1.41572015312895 0.115923866319623 0.536697260388919 0.537107774792071 0.507190127106738 0.439589677623394
MFADX 1.20524839005755 0.308385890303139 0.546457578037083 0.288714074931402 0.448291527607143 0
DHLSX 1.21998585773166 0.0735584904219217 0.271551094372455 0.359961932394943 0.505891559697983 0.449838653427287
BPLSX 2.04118145298636 0.890590698466908 0.683231732375052 0.477775574759559 0.654423920275815 0.64540488110722
BLSAX 0.768438966408288 -0.286552391668221 0.0289033660228262 0.00394577988454495 0 0
ARBNX -0.0539439722257058 -0.437265405319443 0.0135125439001769 0.276152934590001 0.397084851879758 0.408820459254704
ADANX -0.362023537065448 -1.021380469616 0.442894025287369 0.460781842858721 0.449147862713201 0
PYTRX 0.363122110618575 -0.460963860717407 -0.347468474230538 -0.011853855686002 0.184027698306844 0
PARYX -1.33806686039649 -1.65577587469548 -0.741482727056222 -0.225217901533698 0.00700893892489476 0
JHAIX 0.599075202319971 -0.183532832385388 0.142470472374702 0.103993515760517 0 0
GARTX 1.01564971388698 -0.14538678690425 0.13745940401998 0.252160334375505 0.310083343844346 0
GAFYX 0.346835966035294 -0.148429310031729 -0.14752418024781 -0.0608050589965771 0.227197526873788 0
EIGMX 1.19339601770708 -0.462851381888686 0.00111718173199851 0.244364076046146 0.389599606939788 0.648960280324846
DVRAX 1.17051593759749 -0.121484799525412 0.156329288757106 0.18305370539718 0.5105617048693 0
ASFIX -1.33503213258728 -1.06736535203088 -1.05207950699845 -0.844536098100983 -0.578210318853191 0
MYITX 1.14560213511674 -0.0303327585987037 0.140697153598885 0.0925136150297538 0.270550733429258 0
VGLSX 1.99394400406664 0.00248570577114496 0.210678760758807 0.173684973303847 0.433008404201421 0
TIBIX 1.61008845545225 0.354679931094929 0.426829148065227 0.435651656459809 0.620397697800615 0.568343993108164
PAUIX 0.416569285702681 -0.437623264873378 0.0370380161254971 0.0454240926900337 0.212588810247446 0.26834958759154
MFWIX 1.07635977564106 -0.0663901219501246 0.233317193410073 0.364067006690837 0.545007177634831 0.489963863421603
MALOX 1.58512799772069 -0.216386488856336 0.300561215616817 0.348120609309614 0.482039924914237 0.496936619901734
LSWWX 2.06713365805988 0.0433942384540798 0.397189052132299 0.528383730248202 0.677133766996027 0.563495235759042
LCORX 1.49299720536474 0.199567589777329 0.564866034569633 0.552332908463735 0.606680241321895 0.51238442186903
IVAEX 2.64071385396984 0.228613457246654 0.491469989442024 0.232776406382308 0.368851043227837 0.469393641519056
GMWAX 0.998300041387661 -0.0168876778165754 0.145950679083973 0.239139118342942 0.434268086542095 0.423797742998987
GLBIX 0.572335650502887 -0.128565928106571 0.276788729058261 0.216330401677391 0.447629438635674 0
GBMFX 0.468928348512997 0.108018929667022 0.0841896727552788 0.122911553263977 0.38128225341883 0.515588052543284
DSHGX 2.61241959604798 0.369827281460938 0.573658825302098 0.558303656575022 0 0
BPGLX 1.64720900668278 -0.1930374296989 0.222091103377397 0.294966572119766 0.440563616036138 0.310014658819154
SFHYX 0.508356748195443 -0.672290413996629 0.694005432743626 0.647873390827648 0.876442624732314 0.720796839241143
PMSAX 0.453834100928672 -0.1894889859595 0.154480429976516 0.192025993075589 0 0
AVGRX 1.46987920984578 -0.178771529418751 0.135852813826508 0.171660845929641 0.439617998099757 0
AOR 1.60136242873367 -0.0229897093955596 0.335858797122017 0.449458057720335 0.64564593192073 0
AOM 1.30907300564792 -0.205797985776266 0.188431132951704 0.35948734715313 0.580754721598208 0
AOK 1.15632290654032 -0.318740307143117 0.0840073938889254 0.28913132719814 0.533715189361935 0
AOA 1.84377034486255 0.115339960146167 0.434181334328728 0.502578849819542 0.665716008912641 0
FV 1.58546242253723 0.25879099291983 0.610903533792471 0.553254342182105 0 0
PGX 0.926781057073692 -0.28603962804924 -0.0622335675438174 0.187336836843485 0.458789388448402 0
PFF 1.3021551036893 -0.250762517872178 0.0619054120166857 0.208319530701931 0.484472735707897 0
MDIV 1.91501783406714 0.27131479927491 0.171768028446462 0.175889872247309 0 0
IYLD 0.647013157487315 -0.390584622196494 -0.123217808804346 0.0629447916439955 0 0
INKM 1.19232423443108 -0.156421795411877 0.0988686347018332 0.230625342068353 0 0
CWB 1.56748729724249 -0.214481930075753 0.503571441437415 0.551185786986184 0.683042967344798 0
CVY 1.53726802199213 0.317408546214158 0.306950511851352 0.288243963935006 0.453509787720947 0
BKLN 2.30835768265552 0.188956334130297 0.223710529872241 0.300716291370043 0 0
BRK.A 1.44555002185241 0.745679157767177 0.70301778717599 0.636730063628366 0.777499030744501 0.612089496706943
SDY 1.5155670940488 0.361560717326399 0.450144289087316 0.566845795582011 0.781023757295803 0
PID 0.790402158308725 0.191212687657515 0.285939604405335 0.213662841442304 0.345360696785372 0
IDV 0.720786079916505 0.0999055905443629 0.147109963864222 0.168204148757813 0.280211688522016 0
HDV 2.38885921534929 0.517192110731231 0.386353067315397 0.487043592809465 0 0
DWX 0.601822859512764 -0.020362412468981 0.0539619543085573 0.0966564637405837 0.139373739557158 0
DVY 1.91591979049853 0.40860224014666 0.451269386382515 0.549727865955852 0.781044451347902 0.476631911999965
DLS 0.63070137120397 -0.100610583649033 0.0908257695205307 0.247755053764924 0.365299448967598 0
DLN 2.66839101249062 0.498236503008579 0.584288201391804 0.652806911590036 0.852393264057613 0
DGS 0.530008998502675 0.0213418410106235 0.270428213857031 0.258492001411471 0.295324211628089 0
DEM 0.765183422486381 0.152613572755139 0.201642172175623 0.20337574840414 0.219390192908089 0
BTAL -0.221719372320684 0.111138603099802 -0.245218321509476 -0.0531719598727715 0 0
MNA 0.3908443478669 -0.928148026225801 -0.373846755388863 0.0132721845587531 0.185290021169424 0
RLY 0.567883792838907 0.220027944482769 0.381623657112968 0.208384883488475 0 0
CSM 2.27484233685032 0.338157077389136 0.608916254871397 0.647221807648729 0.808230721679456 0
QAI 1.40882249868255 -0.251562413070457 0.0232415875610993 0.0141586809661606 0.216551701500196 0
PWC 2.24350386873496 0.29048182510447 0.445411233323959 0.46211324876894 0.654429409962373 0.465308212571409
PDP 2.03349864056321 0.193008059575342 0.535899528746598 0.572634982311672 0.773840732515963 0
HDG 0.905911953233086 -0.452727830560792 0.0190030358987979 0.0951929608865687 0 0
PRPFX 4.15988414809585 0.550402615031617 0.791850993019642 0.63766700335177 0.628645982610705 0.613897855169973
RSP 1.74587750668801 0.25948959139617 0.524951615195237 0.563469794957608 0.753054552722928 0.541132669646969
Sortino
  1 year 3 year 5 year 10 year 15 year 20 year
JANBX 4.39 0.05 0.68 0.95 1.23 1.10
Peer Group* average
60% Equity / 40% Bonds 3.66 0.10 0.70 0.91 1.27 0.92
Global Equities (ACWI) 4.10 0.30 0.76 0.79 0.88  
U.S. Equities (SPY) 5.39 0.58 1.08 1.14 1.39 0.92
U.S. Bonds (BND) 3.66 0.10 0.70 0.91 1.27 0.92
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
CVSIX -0.42738099613738 -0.559640906225334 0.039548882300783 0.422303700124605 0.805926283573047 0.462367026258394
VYM 5.17566666428801 0.690734957499495 0.802702510142294 0.915321999840133 1.30239771907344 0
WFAIX 4.3118163130985 0.188564014888089 0.823315599616308 0.979175628847949 1.48128271915202 0.891058310813271
FPACX 4.41995213006984 0.330864405926072 0.705495000652729 0.727276073509028 1.0287536886709 0.886059263570577
VGSTX 3.30247261670443 -0.0817848868609318 0.576949657627921 0.765833209886094 1.06155504782961 0.806492034983906
VWELX 5.21908172041013 0.222666670435603 0.73560536764273 0.971991978350992 1.29886825805604 1.01164963526807
VASGX 4.32509773648797 0.180596745036348 0.667348948425171 0.776986136111227 1.02331378493307 0.691495485360408
VWINX 2.51464772515682 -0.217708004427012 0.285207751042565 0.665218588985722 1.21640681455271 1.01824539919973
VLAAX 3.00753017853321 0.135964192499534 0.580991499654062 0.903664043374389 1.31801110297037 0.87494451295084
VBIAX 4.43233127945 0.169494172758773 0.753574263301444 0.94039854848453 1.31408083414153 0.956394875179897
SWOBX 4.02415303204883 -0.01478624938319 0.594237663997957 0.763938616195702 1.10356978114819 0.758554630488171
JANBX 4.39251754799351 0.0544496003302706 0.68449713904873 0.952788489000751 1.23344073901844 1.10433850047897
FPURX 4.98969667127881 0.307447105115625 1.02435654395771 1.05000612998027 1.35218416448438 0.961511515882377
FBALX 5.16950214748467 0.253868170175366 0.938387860107948 1.00345728329365 1.32267248984495 0.941658275504456
DODBX 4.45988194764945 0.355294079996885 0.7072174128812 0.7768155800636 1.11134145341519 0.724762815504172
COTZX 2.3641030166959 -0.28191864345825 0.852944440433925 1.00083081038638 1.42078118328907 0.777668202261616
BETFX 3.6227467856462 0.0381642745710487 0.451501425391707 0.568084875211445 0.828434159386128 0
XCOR 4.99589903201009 0.0829535654666162 0.636828898918468 0.718937020722713 0.914076480861978 0
NAVFX 5.75843493869461 0.540219847395932 0.79364081943471 0.800423039939058 0 0
SMIFX 4.94199610208194 0.261951821821964 0.763120567302705 0.676007141113866 0.911942756260722 0
VWLTX -0.641073471136832 -1.01034910159956 -0.468501285318736 0.0140001775592137 0.446349468527708 0.416777897189507
PRINX -0.565109811588605 -1.06292969477454 -0.479933938387401 -0.0371122412031091 0.444419227628862 0.4317881915873
MDNLX -1.22225323273311 -1.13978030833615 -0.60536212158412 -0.172139149353518 0.365546562111578 0.346881894794301
FLAAX -0.325952690883848 -1.13805018010141 -0.537641804455374 -0.0630085819559917 0.430010066291983 0.373677638354591
FHIGX -0.696401441041857 -1.06359190631546 -0.494375375588131 -0.0306507830589055 0.425205758896406 0.413342632334974
VWIAX 2.56915641236055 -0.205272937553154 0.298774312122353 0.682720847579957 1.21760346571195 1.02500943119753
VTINX 1.30108207127963 -0.53639621579498 0.0848047069556523 0.419862187367666 0.870000175473617 0.714372854259737
VASIX 1.55238826670489 -0.639559680013235 -0.118796162472929 0.285182823735891 0.719746243321574 0.609924618802451
TRRIX 2.14200249768227 -0.596665871736221 0.149430728840999 0.428786587029779 0.781451440912383 0.636209889433829
PRSNX -0.428635508478669 -1.23282344299248 -0.486767477094237 -0.0168682458895879 0.439757767627587 0
PPSIX 3.75150558516302 -0.46268643582223 -0.0161504963240232 0.403855632693181 0.997255872622661 0.521822048090404
PONPX -0.498758983641997 -1.10317406102251 -0.43439466830389 0.1326814151916 1.12064339556157 0
NPSRX 1.45644667362706 -0.840409508258661 -0.193015804466331 0.235954775574977 0.847450570282739 0
KIFYX 4.72733833718437 -0.208551895339022 0.110030594871488 0.246340855673385 0.711102421667299 0.354108859142138
GSZAX -0.810834428501521 -0.831882124329977 -0.145784276036613 -0.192100698886933 0 0
FCVSX 5.59923460291714 0.0437668490288609 1.09374671325618 0.930284789628784 1.19283241023704 0.726179572686886
CNSDX 3.89855327708672 -0.235703487441916 0.81903405022008 0.837861281228455 1.14785198675906 0.815433087377792
CCVIX 4.22929637072915 -0.374664027171799 0.725775721425277 0.759213683354137 0.914361174995698 0.706123440658794
BASIX -0.389414514463215 -1.30474090514068 -0.452639030463606 -0.102134774503716 0.547138200199292 0
ARTOX 2.69174352813368 -0.208166034930362 0.357134978770747 0.541075656502056 0.921991862678806 0.704177953374532
TIBAX 4.65453905908313 0.492583053983082 0.573909478579258 0.585269614643639 0.840451804154721 0.754953015869485
NBHAX 6.02249740110758 0.412655009305206 0.585450098446956 0.694438207168034 0.99413231065969 0
LGMAX 3.65744061704251 0.0399482102964417 0.549522264995206 0.751024797583715 0.988717438440873 0.779882552086627
CVLOX 7.88816356565334 0.103454140076018 0.894321722004405 0.762469674516865 0.88021763357606 0.723388411391737
LFRAX -0.728884636448696 -0.972399605413298 -0.2149015145834 0.0919134082540766 0.492586270350782 0
VEIPX 5.76390934296207 0.727833591508088 0.859638709275358 0.976803613378988 1.34393158071765 0.898782511465183
SWDSX 4.73859309431545 0.477519609273218 0.554736867629366 0.5743749228182 0.913727945495748 0.656148268156749
PRFDX 5.21870661876155 0.588229202758979 0.691999110629262 0.746103435338588 0.993193789434539 0.678834197524944
MDDVX 4.99778430475206 0.184486906201314 0.486707288436378 0.718275522171064 0.995428681936648 0.781241801486115
LCEIX 4.76801484115353 0.65374498189681 0.643883542607274 0.756471956462941 1.11246428434237 0.774257721532596
LBSAX 4.92274188270081 0.593604413827286 0.912185084463431 1.06635621078992 1.35669920612607 0.972840241122373
FSDIX 4.27937140656316 0.308120677764317 0.741445910930561 0.876850491594209 1.27508486876531 0.714971999270434
FEQTX 4.66065045774692 0.796661479567688 0.764669930423156 0.798046238190433 1.00792843477421 0.619660492332158
VMNFX 0.697111152702984 1.98329904024175 1.24299627324702 0.309512779142278 0.587097059651073 0.330336763890538
JMNAX 2.78710134918062 0.494046585869536 1.27061338829254 0.542771318727638 0.334381932585325 0.414489846044209
GABCX 9.31101336237375 0.0373014047722277 0.390322196002724 0.551529639602368 0.95716635232998 0.949576508285093
MLSAX 2.91602359207409 0.18032620615899 0.868385534148236 0.856553951407295 0.806262946521865 0.692751898923514
MFADX 2.88819622240761 0.451722793499586 0.873739577682404 0.435952411370612 0.687188192437614 0
DHLSX 2.80467577481173 0.0989628774706291 0.37783680936972 0.512896895954557 0.745913534069017 0.649740569303596
BPLSX 4.27673910123179 1.53730785888556 1.12272847084643 0.763063488082863 1.08264891143673 1.08283287605207
BLSAX 1.40747844147631 -0.405948787099992 0.0408605181967033 0.00557676908370257 0 0
ARBNX -0.0728050864833944 -0.526548137708156 0.0177337887922013 0.365879753583329 0.528008715979364 0.553155202619314
ADANX -0.495866740344658 -1.06994586359304 0.708736710874529 0.736809583759891 0.70976510976665 0
PYTRX 0.539802315062931 -0.594094295380986 -0.419063230450483 -0.0147788859586686 0.23502382766699 0
PARYX -1.4217790908071 -1.57087959757169 -0.800553012708625 -0.256060876295728 0.00816770921893194 0
JHAIX 0.940843528348987 -0.247154087977078 0.205900620720341 0.148611329195114 0 0
GARTX 1.78080856192576 -0.18766780457732 0.182756716578167 0.340032936615346 0.426189588417233 0
GAFYX 0.479310575291318 -0.196271175151856 -0.189784263665479 -0.0763481285052989 0.307087734003607 0
EIGMX 2.16708829977585 -0.544619946060045 0.00135567768359425 0.309437473557616 0.508210396699978 0.889745710802309
DVRAX 2.56553268288194 -0.15825460313775 0.208319341514236 0.247837474547165 0.729089742465321 0
ASFIX -1.37137236336937 -1.20113023523519 -1.182996564006 -1.0066737119846 -0.707783019347632 0
MYITX 2.12858026558941 -0.0428610421437526 0.193414857631121 0.12609946526492 0.386556950301464 0
VGLSX 3.76934614183816 0.00333958350948492 0.285732360217889 0.238202215626931 0.631252418704162 0
TIBIX 4.84457080181294 0.524765900076825 0.598134931028311 0.614476524968707 0.90851596739742 0.813089077144171
PAUIX 0.629606735427063 -0.536190562125352 0.0478188568783163 0.0600985271276052 0.28806396681571 0.374029149656649
MFWIX 2.03446330957319 -0.0906382795047334 0.331345047559403 0.528124878340679 0.819116114845193 0.719475224564597
MALOX 2.59191000289128 -0.27700984993643 0.438023730192873 0.511137890741588 0.721510358323747 0.735827773874429
LSWWX 3.71276139971722 0.0598223428672126 0.574229672084436 0.782238203574098 1.03730804322682 0.819283367810931
LCORX 2.50144738671559 0.28056419683996 0.837509032239978 0.82618897515112 0.903872489529167 0.72979689010717
IVAEX 5.33335788819029 0.323273347905434 0.701895493949292 0.304649884350873 0.503067788466757 0.666356323170143
GMWAX 1.76865630661442 -0.0234595363585101 0.201875628097433 0.338426990033657 0.63664045467751 0.615777504986433
GLBIX 0.867930689732753 -0.168784780544412 0.386949476780332 0.303346776672568 0.648074406996141 0
GBMFX 0.805727551225166 0.15602997336537 0.114493353924782 0.170798297377385 0.548401862497531 0.760774409620302
DSHGX 6.36887421233574 0.540495377539546 0.840396653234091 0.818085334815443 0 0
BPGLX 3.13970019002791 -0.251602876460327 0.314754258254177 0.422242851850815 0.649828749930279 0.436506795502087
SFHYX 0.77099992576766 -0.839499828103941 1.20946526757068 1.12163928714415 1.57950704276685 1.28674525888706
PMSAX 0.646288720512366 -0.234964508748768 0.196345416399888 0.24564894065348 0 0
AVGRX 3.61173523095589 -0.23716800659369 0.186007719395442 0.231807028716842 0.65387504336987 0
AOR 2.7985016233341 -0.0310560240518529 0.47367229559155 0.643182457407601 0.964236451209039 0
AOM 2.16121250817725 -0.266883322614896 0.256935437367673 0.500945899697777 0.845352958255718 0
AOK 1.89457998552768 -0.405888443601614 0.11230835770434 0.39569408086451 0.755745565530383 0
AOA 3.39044843704919 0.158824980082998 0.624082841286464 0.730378482969076 1.01449499141609 0
FV 3.34410740478154 0.395623989824891 0.990510032989678 0.846041541687912 0 0
PGX 1.51801893642864 -0.418666571223738 -0.0914437306415021 0.278537494803078 0.705599964783899 0
PFF 2.17641845719553 -0.352409022782192 0.0872589617160515 0.297734273071817 0.734737949271354 0
MDIV 5.38269504817556 0.388480194969844 0.217518134306054 0.227140648576894 0 0
IYLD 1.25404875589875 -0.503939854313517 -0.151924567959353 0.080206808218106 0 0
INKM 2.30886217654486 -0.20591281662747 0.12755407558016 0.305900903279908 0 0
CWB 3.4646976232865 -0.27681205656298 0.79550229634063 0.866387229849566 1.07946979661719 0
CVY 3.74657391149708 0.468223206197143 0.41456724501226 0.396033644941115 0.642565642456314 0
BKLN 7.42944206735477 0.250907579558811 0.289063469443926 0.406817515755386 0 0
BRK.A 3.11555466388233 1.22540012414738 1.17001752141386 1.05710621925652 1.37556399462392 1.02334891662914
SDY 3.18491228958344 0.556976456978278 0.671429796978504 0.862227149979459 1.2418088738292 0
PID 1.4195677532358 0.268990876588124 0.382257583154232 0.292308045142963 0.487257397025584 0
IDV 1.2506312995823 0.139213534381101 0.197926918478551 0.231424195950223 0.402727290331264 0
HDV 7.02970779991397 0.797227683451082 0.582193801086117 0.738181715123168 0 0
DWX 1.01720748598663 -0.0276956220301647 0.0706250768127874 0.133065951797516 0.196850520689353 0
DVY 5.07237302555172 0.60594163133837 0.646100030149994 0.798740440170671 1.18662072503885 0.663021687597926
DLS 1.04791821014314 -0.139893481578772 0.12056554869993 0.340792434183685 0.523308518460966 0
DLN 5.22138688036379 0.751631239163182 0.880497259096384 0.990560603699169 1.34326339160182 0
DGS 0.81162057224162 0.031088873675011 0.378270174939214 0.37026751689217 0.426990247131326 0
DEM 1.31145384143857 0.237812638005463 0.2911510999555 0.303254757285198 0.325174993396987 0
BTAL -0.297697848060324 0.155804260435842 -0.31381365585633 -0.0726274433192872 0 0
MNA 0.580285669677732 -1.01382399140583 -0.450624132112579 0.0169875901389663 0.250190407774449 0
RLY 0.982150719715182 0.298440718601405 0.520697907307125 0.287595536398182 0 0
CSM 4.39134802188464 0.483470381584976 0.902404558963585 0.966943714111763 1.2527848098331 0
QAI 2.65649133748923 -0.313338774443831 0.0301286947208118 0.0186717567618659 0.295902247436157 0
PWC 4.22929682971353 0.420641939912388 0.637796798891829 0.664053461333528 0.981807243267059 0.66013737692863
PDP 5.04010767965499 0.280575259926024 0.837295808378792 0.879536837454474 1.2281448718187 0
HDG 1.79927336710805 -0.541511248552972 0.0253515217049717 0.127717764819741 0 0
PRPFX 19.6381520790148 0.78753342083111 1.20749846028518 1.00532530354191 0.982504317810832 0.938801777672807
RSP 3.62226296560399 0.387776457568632 0.796093167095051 0.854221447819572 1.1834876479699 0.804269751029122



  Compare: Risk & Volatility

for period ending November 30, 2024

Maximum Drawdown
  1 year 3 year 5 year 10 year 15 year 20 year
JANBX 3.6% 21.6% 21.6% 21.6% 21.6% 21.6%
Peer Group* average
60% Equity / 40% Bonds 3.6% 20.7% 20.7% 20.7% 20.7% 32.2%
Global Equities (ACWI) 3.6% 25.7% 25.7% 25.7% 25.7%  
U.S. Equities (SPY) 4.0% 23.9% 23.9% 23.9% 23.9% 50.8%
U.S. Bonds (BND) 3.1% 15.5% 17.3% 17.3% 17.3% 17.3%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
CVSIX 0.1% 7.4% 7.4% 7.4% 7.4% 18.3%
VYM 3.7% 14.1% 24% 24% 24% 0%
WFAIX 3.9% 20.3% 20.3% 20.3% 20.3% 43.4%
FPACX 2% 16.7% 20.5% 20.5% 20.5% 28.8%
VGSTX 3.4% 23.3% 23.9% 23.9% 23.9% 35.6%
VWELX 2.8% 20.2% 20.2% 20.2% 20.2% 32.5%
VASGX 3.3% 23.4% 23.4% 23.4% 23.4% 47.6%
VWINX 2.4% 14.8% 14.8% 14.8% 14.8% 18.8%
VLAAX 4.6% 20.6% 20.6% 20.6% 20.6% 39.9%
VBIAX 3.6% 20.8% 20.8% 20.8% 20.8% 32.5%
SWOBX 3.4% 22.6% 22.6% 22.6% 22.6% 32.5%
JANBX 3.6% 21.6% 21.6% 21.6% 21.6% 21.6%
FPURX 3.7% 21.9% 21.9% 21.9% 21.9% 37.9%
FBALX 3.2% 22.1% 22.1% 22.1% 22.1% 40.5%
DODBX 2.5% 15.6% 21% 21% 21% 46.5%
COTZX 2.9% 16.3% 16.8% 16.8% 16.8% 42.4%
BETFX 3% 19.1% 19.1% 19.1% 19.1% 0%
XCOR 4.4% 25.9% 26.3% 26.3% 26.3% 0%
NAVFX 4.4% 22.3% 22.3% 22.3% 0% 0%
SMIFX 4.2% 13.8% 22.1% 25.4% 25.4% 0%
VWLTX 3.2% 16.8% 17% 17% 17% 17%
PRINX 2% 16.3% 16.5% 16.5% 16.5% 16.5%
MDNLX 2.2% 16.1% 16.4% 16.4% 16.4% 16.4%
FLAAX 2% 21.8% 22.1% 22.1% 22.1% 22.1%
FHIGX 2.9% 15.7% 16.1% 16.1% 16.1% 16.1%
VWIAX 2.4% 14.7% 14.7% 14.7% 14.7% 18.7%
VTINX 2.2% 15.9% 15.9% 15.9% 15.9% 17%
VASIX 2.3% 16.3% 16.7% 16.7% 16.7% 16.7%
TRRIX 2.2% 17.1% 17.7% 17.7% 17.7% 25.1%
PRSNX 2.6% 18% 18.9% 18.9% 18.9% 0%
PPSIX 1.3% 13.4% 13.9% 13.9% 13.9% 42.5%
PONPX 2.7% 13.3% 13.3% 13.3% 13.3% 0%
NPSRX 1.4% 18.3% 18.6% 18.6% 18.6% 0%
KIFYX 2.1% 19.9% 31.6% 31.6% 31.6% 64.1%
GSZAX 1.6% 7% 8.4% 8.4% 0% 0%
FCVSX 3.1% 19.5% 21% 21% 21% 54.5%
CNSDX 3.3% 18.6% 20.2% 20.2% 20.2% 36.3%
CCVIX 2.8% 23.2% 24.6% 24.6% 24.6% 31.6%
BASIX 2.4% 9.6% 10.3% 10.3% 10.3% 0%
ARTOX 2.8% 17.7% 17.7% 17.7% 17.7% 24.7%
TIBAX 1.9% 18.4% 26% 26% 26% 44.4%
NBHAX 2.4% 16.4% 22.1% 22.1% 22.1% 0%
LGMAX 4% 29.5% 29.5% 29.5% 29.5% 45.1%
CVLOX 2.4% 27.4% 27.6% 27.6% 27.6% 42.8%
LFRAX 0.4% 5.9% 16% 16% 16% 0%
VEIPX 3.2% 13.3% 23.1% 23.1% 23.1% 48.9%
SWDSX 4.3% 18% 28.4% 28.4% 28.4% 45.4%
PRFDX 3% 16.5% 28.4% 28.4% 28.4% 53.2%
MDDVX 2.2% 22.4% 24.4% 24.4% 24.4% 46.2%
LCEIX 3.4% 14.4% 24.3% 24.3% 24.3% 45.3%
LBSAX 3.5% 17% 19.5% 19.5% 19.5% 43.4%
FSDIX 3.6% 17.2% 17.2% 17.2% 17.2% 54.8%
FEQTX 3.4% 15% 26.8% 26.8% 26.8% 56.1%
VMNFX 3.1% 3.2% 12% 24.4% 24.4% 24.4%
JMNAX 0% 5.7% 5.7% 8.2% 9.1% 9.3%
GABCX 0.1% 3.9% 5.8% 5.8% 5.8% 6.5%
MLSAX 6.3% 32.9% 32.9% 32.9% 32.9% 32.9%
MFADX 3.4% 11.6% 16.9% 23.6% 26% 0%
DHLSX 2% 15.5% 23.4% 23.4% 23.4% 36.6%
BPLSX 3.3% 11.5% 19.5% 27.4% 27.4% 34.3%
BLSAX 4.8% 30.9% 38.9% 38.9% 0% 0%
ARBNX 1.8% 3% 4.8% 4.8% 4.8% 6.3%
ADANX 1.2% 4.5% 8.1% 8.1% 12.8% 0%
PYTRX 3.1% 6.3% 10.3% 10.3% 10.3% 0%
PARYX 0.8% 6.3% 6.9% 6.9% 6.9% 0%
JHAIX 3.8% 10.3% 10.3% 10.3% 0% 0%
GARTX 1.2% 10.1% 10.1% 10.1% 10.1% 0%
GAFYX 1.5% 6.2% 9.5% 18.1% 18.1% 0%
EIGMX 0.7% 6.5% 7.1% 7.1% 7.1% 7.1%
DVRAX 0.7% 9.4% 9.8% 9.8% 9.8% 0%
ASFIX 10.4% 22.6% 28.1% 35.4% 35.4% 0%
MYITX 3.4% 28.9% 29.7% 35.7% 35.7% 0%
VGLSX 3.2% 22% 22.4% 22.4% 22.4% 0%
TIBIX 1.9% 18.2% 25.9% 25.9% 25.9% 44.1%
PAUIX 3.4% 21.1% 21.1% 21.1% 21.1% 21.1%
MFWIX 3.1% 19.2% 19.2% 19.2% 19.2% 29%
MALOX 3.7% 24.8% 25.5% 25.5% 25.5% 29.4%
LSWWX 3.9% 29.4% 29.4% 29.4% 29.4% 44.8%
LCORX 4.4% 12.9% 12.9% 12.9% 15.4% 36.5%
IVAEX 2.8% 20.7% 20.7% 25.5% 25.5% 29.2%
GMWAX 3.1% 20.3% 21.9% 21.9% 21.9% 29.4%
GLBIX 3.7% 14.5% 14.5% 19.8% 19.8% 0%
GBMFX 3.3% 11.7% 16.1% 16.1% 16.1% 18.5%
DSHGX 2.8% 21.1% 25.8% 25.8% 0% 0%
BPGLX 3.1% 21% 21% 21% 21% 48.7%
SFHYX 2.7% 11.9% 13.4% 13.4% 13.4% 16.8%
PMSAX 0.9% 6% 9.5% 9.5% 0% 0%
AVGRX 1.2% 16.7% 16.7% 16.7% 16.7% 0%
AOR 3% 20.8% 20.8% 20.8% 20.8% 0%
AOM 2.7% 18.7% 18.7% 18.7% 18.7% 0%
AOK 2.6% 17.6% 17.6% 17.6% 17.6% 0%
AOA 3.3% 23% 23% 23% 23% 0%
FV 6% 15.7% 19.2% 20.1% 0% 0%
PGX 4.2% 23.5% 23.5% 23.5% 23.5% 0%
PFF 3.5% 19.7% 19.7% 19.7% 19.7% 0%
MDIV 1.4% 11.5% 36.4% 36.4% 0% 0%
IYLD 1.8% 21.7% 21.7% 21.7% 0% 0%
INKM 2.7% 17.8% 19.2% 19.2% 0% 0%
CWB 3.7% 22.9% 26.5% 26.5% 26.5% 0%
CVY 3.3% 17.7% 39.9% 39.9% 39.9% 0%
BKLN 0.2% 6.7% 9.3% 9.3% 0% 0%
BRK.A 5.5% 23.2% 23.2% 23.2% 23.2% 44.5%
SDY 3% 10.8% 25.1% 25.1% 25.1% 0%
PID 4% 20.6% 32.9% 32.9% 32.9% 0%
IDV 5.2% 25.7% 30.2% 30.2% 30.2% 0%
HDV 2.1% 14.5% 26.1% 26.1% 0% 0%
DWX 4.9% 23.8% 24.1% 28% 33.7% 0%
DVY 3.1% 16% 29.5% 29.5% 29.5% 57.5%
DLS 6.3% 27.3% 32% 35.4% 35.4% 0%
DLN 4% 14.8% 23% 23% 23% 0%
DGS 5.7% 22.7% 30.8% 35.8% 35.8% 0%
DEM 5.7% 23.4% 29.5% 32.9% 41.9% 0%
BTAL 6.5% 17.3% 35.4% 35.4% 0% 0%
MNA 1.8% 4% 9.5% 9.5% 9.5% 0%
RLY 2.6% 16% 24.5% 24.9% 0% 0%
CSM 5% 23.5% 23.5% 23.5% 23.5% 0%
QAI 1.2% 12.7% 13.8% 13.8% 13.8% 0%
PWC 5.4% 24.5% 25.3% 29.5% 29.5% 48.4%
PDP 6.3% 28.4% 30.7% 30.7% 30.7% 0%
HDG 0.8% 12.8% 14.1% 14.1% 0% 0%
PRPFX 0.5% 13.7% 13.7% 13.7% 13.7% 19.1%
RSP 4.8% 20.7% 26.7% 26.7% 26.7% 55.6%
Standard Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
JANBX 8.9% 13.1% 13.5% 11.1% 10.6% 10.4%
Peer Group* average
60% Equity / 40% Bonds 9.4% 13.7% 14.0% 11.3% 10.5% 10.7%
Global Equities (ACWI) 11.0% 18.0% 19.4% 16.2% 16.4%  
U.S. Equities (SPY) 12.4% 19.4% 21.0% 17.3% 16.6% 16.6%
U.S. Bonds (BND) 6.5% 7.5% 6.4% 5.2% 4.6% 4.6%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
CVSIX 4.5% 4.7% 4.4% 3.7% 4% 4.8%
VYM 12.2% 17.3% 18.9% 15.7% 14.9% 0%
WFAIX 9.4% 13.6% 13.4% 10.7% 10.6% 11.6%
FPACX 6.2% 12.6% 16.1% 13.2% 12% 11.8%
VGSTX 8.7% 14.4% 15% 12.1% 11.5% 11.7%
VWELX 7.5% 13.1% 13.7% 11.2% 10.6% 10.8%
VASGX 9.2% 15.3% 16.4% 13.4% 13.1% 13.9%
VWINX 7.6% 10.1% 9.7% 7.7% 7% 7.2%
VLAAX 10.4% 15.4% 15% 12.1% 11.7% 12.2%
VBIAX 9.1% 13.8% 13.9% 11.2% 10.5% 10.6%
SWOBX 8.6% 12.9% 13.3% 11.1% 10.5% 10.5%
JANBX 8.9% 13.1% 13.5% 11.1% 10.6% 10.4%
FPURX 10% 14.2% 14.8% 12.2% 11.6% 11.7%
FBALX 8.5% 14.7% 15.9% 12.9% 11.9% 12.5%
DODBX 8% 13% 16.1% 13.3% 13% 13.7%
COTZX 8.3% 9.9% 9.8% 7.4% 8.2% 10.3%
BETFX 7.8% 12.7% 13.2% 10.5% 10.1% 0%
XCOR 15.2% 17.4% 19.3% 16.5% 16.3% 0%
NAVFX 13.6% 17.9% 18.9% 15.9% 0% 0%
SMIFX 12.8% 12.4% 17.6% 15.1% 15.6% 0%
VWLTX 4.6% 8.6% 7.6% 6% 5.6% 5.6%
PRINX 3.9% 7.7% 7.3% 5.8% 5.5% 5.5%
MDNLX 3.2% 7.2% 6.8% 5.2% 5.1% 5.1%
FLAAX 4.3% 8.7% 8.3% 6.6% 6.3% 6.5%
FHIGX 4.3% 7.8% 7.3% 5.8% 5.4% 5.3%
VWIAX 7.5% 10.1% 9.7% 7.7% 7% 7.2%
VTINX 4.9% 8.5% 8.1% 6.3% 5.8% 6.1%
VASIX 6.4% 8.5% 7.5% 5.8% 5.2% 5.4%
TRRIX 5.1% 8.6% 9.6% 7.7% 7.5% 7.8%
PRSNX 3.9% 6.3% 7.4% 5.8% 5.4% 0%
PPSIX 3.8% 8.1% 9.5% 7.3% 7.1% 11%
PONPX 5% 6.4% 6.7% 5.2% 5.2% 0%
NPSRX 4.2% 8.6% 10.7% 8.3% 8.2% 0%
KIFYX 9.1% 13.1% 19.2% 14.7% 13.1% 17.8%
GSZAX 3.9% 4.3% 6.1% 4.8% 0% 0%
FCVSX 11.4% 13.4% 16.8% 13.8% 13.8% 16.7%
CNSDX 9.7% 12% 15.7% 12.6% 12% 12.6%
CCVIX 8.6% 13% 17.2% 13.6% 12.4% 12.6%
BASIX 4.4% 4.3% 5.1% 3.9% 3.7% 0%
ARTOX 6.8% 10.2% 10.3% 8.3% 7.9% 8.1%
TIBAX 9.6% 13.7% 17.5% 13.9% 12.9% 13.7%
NBHAX 11.3% 15.8% 17.1% 13.7% 12.8% 0%
LGMAX 10.2% 17.9% 17.4% 14% 14% 14.9%
CVLOX 11.4% 16% 18.5% 14.6% 13.3% 14%
LFRAX 1.3% 3.6% 7.8% 5.9% 5.3% 0%
VEIPX 11.4% 16.9% 18.6% 15.4% 14.8% 15.1%
SWDSX 11% 16.3% 19.3% 16.5% 15.9% 15.4%
PRFDX 11.6% 18% 21.2% 17.6% 16.8% 17.1%
MDDVX 10.1% 15.6% 18.8% 16% 15.1% 15.2%
LCEIX 11.4% 16.3% 18% 14.2% 14% 14.6%
LBSAX 9.8% 15.9% 17.6% 14.9% 14.2% 14.2%
FSDIX 9.6% 13.4% 15.1% 12.2% 12.2% 14.3%
FEQTX 12.2% 16.9% 20.1% 16.5% 16.4% 17%
VMNFX 6.8% 8% 8% 6.8% 6% 6%
JMNAX 4.4% 4.4% 4.8% 4.5% 4.1% 4%
GABCX 3.3% 3.8% 4.1% 3.2% 3% 3.3%
MLSAX 18.1% 27.8% 27.2% 20.1% 16.5% 14.4%
MFADX 8% 10.9% 13.9% 11.4% 10.8% 0%
DHLSX 6.8% 11.9% 15.3% 13.1% 12.1% 12.3%
BPLSX 10.4% 14.8% 17.4% 13.9% 13.3% 15.1%
BLSAX 10.6% 17.9% 19.8% 15.8% 0% 0%
ARBNX 3.3% 3.7% 3.9% 3.1% 3% 3.5%
ADANX 2.7% 3.3% 8.1% 6% 5.1% 0%
PYTRX 6.6% 5.8% 6% 4.7% 4.2% 0%
PARYX 2% 2.5% 3% 2.3% 2% 0%
JHAIX 7.3% 7.7% 7.2% 5.7% 0% 0%
GARTX 4.1% 6.7% 7.3% 6% 5.6% 0%
GAFYX 7.5% 6.1% 6.3% 6.4% 7% 0%
EIGMX 2.5% 3.9% 4.9% 3.8% 3.5% 3.4%
DVRAX 3.7% 5.7% 6% 5.3% 5.1% 0%
ASFIX 7.5% 8.3% 7.4% 6.3% 5.4% 0%
MYITX 10.6% 18% 18.8% 16% 17% 0%
VGLSX 8.6% 13% 12.4% 11.2% 11.9% 0%
TIBIX 9.6% 13.7% 17.6% 13.9% 13% 13.8%
PAUIX 8.5% 12.2% 14% 11.2% 10.3% 10.4%
MFWIX 9.6% 12.8% 12.9% 10.4% 10.1% 10.4%
MALOX 8.3% 11.7% 13.2% 10.6% 10.4% 10.8%
LSWWX 10.2% 17.9% 17.4% 14.1% 14.1% 15%
LCORX 9.4% 10.4% 10.9% 8.8% 9.7% 11.2%
IVAEX 7.6% 13.6% 16.2% 14.7% 15.2% 15.5%
GMWAX 9.3% 12.6% 12.9% 10.6% 10% 9.9%
GLBIX 8.8% 10.8% 11.4% 9.2% 9.8% 0%
GBMFX 7.8% 9.7% 10.5% 8.7% 8.1% 8.1%
DSHGX 9.8% 16.9% 19.8% 16.5% 0% 0%
BPGLX 8.5% 11.8% 13.1% 11.1% 11.2% 12.8%
SFHYX 5.3% 6.6% 8.2% 6.7% 6.1% 6.4%
PMSAX 4.6% 5.2% 6.4% 5% 0% 0%
AVGRX 5.1% 10.1% 9.9% 8.5% 9.1% 0%
AOR 8.5% 13% 13.1% 10.6% 10.2% 0%
AOM 7.4% 10.7% 10.1% 8% 7.5% 0%
AOK 7% 9.7% 9% 7% 6.2% 0%
AOA 9.7% 15.3% 16.3% 13.3% 13.7% 0%
FV 17.6% 24.1% 25.3% 20.9% 0% 0%
PGX 9.1% 16% 14.3% 10.9% 9.7% 0%
PFF 7.4% 13.3% 13.6% 10.2% 9.7% 0%
MDIV 7.6% 14.9% 21% 15.9% 0% 0%
IYLD 7.1% 11.2% 13.7% 10.6% 0% 0%
INKM 8.8% 11.8% 13.5% 10.6% 0% 0%
CWB 11.4% 13.5% 18.5% 14.8% 13.7% 0%
CVY 14% 20.6% 25.9% 20.3% 18.2% 0%
BKLN 2.1% 5.6% 6% 5% 0% 0%
BRK.A 21.8% 24.5% 24.5% 19.9% 19.5% 19.4%
SDY 13.1% 17.3% 19.3% 15.9% 15.2% 0%
PID 12.9% 18.3% 22.3% 18.4% 17.5% 0%
IDV 14.2% 19.9% 22% 17.9% 18.7% 0%
HDV 9.4% 16.5% 18.9% 15.4% 0% 0%
DWX 12.3% 15.6% 16.6% 15% 16.7% 0%
DVY 16.2% 19.2% 21.8% 17.1% 15.9% 16.5%
DLS 14.9% 17.7% 20.4% 17.3% 17.5% 0%
DLN 10.8% 16.7% 18.9% 15.8% 14.8% 0%
DGS 10.3% 16.6% 20.1% 18.1% 19% 0%
DEM 9.6% 17.8% 19.8% 18.6% 18.8% 0%
BTAL 16.6% 17.7% 16.6% 15% 0% 0%
MNA 3.9% 3.8% 5.9% 5% 5.1% 0%
RLY 8.3% 15.2% 17.2% 13.9% 0% 0%
CSM 13.6% 20% 21.8% 18% 17.4% 0%
QAI 4.1% 6.5% 6.5% 5.4% 5.2% 0%
PWC 14.1% 21.1% 22% 18.2% 18.2% 17.6%
PDP 22.6% 23.9% 24.4% 19.6% 18.9% 0%
HDG 4.4% 6.6% 7.3% 6% 0% 0%
PRPFX 6.5% 11.3% 13% 10.5% 10.2% 10.6%
RSP 14.7% 20% 22.9% 18.7% 18.2% 19.1%
Downside Deviation
  1 year 3 year 5 year 10 year 15 year 20 year
JANBX 4.4% 9.0% 8.9% 7.1% 6.6% 6.6%
Peer Group* average
60% Equity / 40% Bonds 4.7% 9.2% 9.0% 7.1% 6.5% 7.0%
Global Equities (ACWI) 5.1% 11.8% 12.6% 10.5% 10.5%  
U.S. Equities (SPY) 5.4% 12.5% 13.1% 10.8% 10.2% 11.0%
U.S. Bonds (BND) 3.9% 5.4% 4.5% 3.4% 3.0% 2.8%
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
CVSIX 3.9% 3.5% 3.1% 2.5% 2.5% 3.4%
VYM 4.8% 10% 11.8% 9.8% 9.1% 0%
WFAIX 4.8% 9.1% 8.4% 6.7% 6.3% 7.8%
FPACX 2.4% 7.9% 10.7% 8.7% 7.7% 7.9%
VGSTX 4.3% 9.7% 9.6% 7.7% 7.1% 7.7%
VWELX 3.5% 8.7% 8.9% 7.2% 6.5% 7.1%
VASGX 4.3% 10.2% 10.7% 8.7% 8.3% 9.5%
VWINX 3.2% 6.7% 6.3% 4.8% 4.2% 4.5%
VLAAX 5.7% 10.4% 9.8% 7.8% 7.1% 8.2%
VBIAX 4.5% 9.2% 8.9% 7.1% 6.4% 6.9%
SWOBX 4.2% 9% 8.8% 7.3% 6.7% 7.1%
JANBX 4.4% 9% 8.9% 7.1% 6.6% 6.6%
FPURX 4.6% 9.6% 9.2% 7.7% 7.1% 7.7%
FBALX 4% 9.9% 10.1% 8.2% 7.3% 8.3%
DODBX 3% 8.2% 10.5% 8.6% 8.2% 9.3%
COTZX 3.8% 6.4% 5.3% 3.9% 4.4% 6.8%
BETFX 3.8% 8.5% 8.8% 6.9% 6.5% 0%
XCOR 6.2% 11.7% 12.2% 10.7% 10.4% 0%
NAVFX 6% 11.2% 12.5% 10.6% 0% 0%
SMIFX 5.6% 8.3% 11.4% 10.2% 10.2% 0%
VWLTX 2.7% 5.8% 5.1% 4% 3.6% 3.7%
PRINX 2.2% 5.3% 5.2% 4% 3.7% 3.7%
MDNLX 2.2% 5.4% 5% 3.8% 3.5% 3.5%
FLAAX 2.3% 6.7% 6.3% 4.9% 4.4% 4.6%
FHIGX 2.5% 5.4% 5.1% 4% 3.6% 3.6%
VWIAX 3.2% 6.7% 6.3% 4.8% 4.2% 4.5%
VTINX 2.9% 5.9% 5.4% 4.1% 3.7% 4%
VASIX 3.2% 5.8% 5% 3.8% 3.3% 3.6%
TRRIX 2.7% 6.4% 6.7% 5.2% 4.9% 5.3%
PRSNX 2.3% 5% 5.8% 4.4% 3.9% 0%
PPSIX 1.5% 5.6% 7.2% 5.3% 4.8% 7.7%
PONPX 3.3% 4.9% 5.3% 3.9% 3.4% 0%
NPSRX 1.9% 6.7% 8.6% 6.4% 5.8% 0%
KIFYX 2.6% 8.4% 15.2% 11.2% 9.6% 13%
GSZAX 2.1% 2.6% 4.4% 3.4% 0% 0%
FCVSX 3.9% 9.3% 9.6% 8.1% 8.2% 11.5%
CNSDX 4% 8.5% 9.3% 7.6% 7.2% 8.4%
CCVIX 3.4% 9.6% 10.3% 8.3% 7.6% 8.2%
BASIX 2.7% 3.1% 3.9% 2.8% 2.5% 0%
ARTOX 3.5% 6.9% 6.9% 5.5% 5% 5.4%
TIBAX 2.6% 8.2% 12.1% 9.6% 8.6% 9.4%
NBHAX 3.5% 10.1% 11.8% 9.4% 8.5% 0%
LGMAX 5.3% 12.1% 11.4% 9% 8.8% 10%
CVLOX 3.4% 11% 11.5% 9.2% 8.2% 9.3%
LFRAX 0.4% 2.9% 6.9% 5.1% 4.4% 0%
VEIPX 4.1% 9.9% 11.6% 9.6% 9% 10%
SWDSX 5.5% 10% 13.3% 11.3% 10.5% 10.7%
PRFDX 4.1% 11.1% 13.9% 11.4% 10.7% 11.6%
MDDVX 3.3% 10% 12.1% 10.2% 9.4% 10%
LCEIX 4.5% 9.6% 11.8% 9.2% 8.8% 9.9%
LBSAX 4.5% 9.5% 10.8% 9.1% 8.6% 9.3%
FSDIX 4.5% 8.3% 9.5% 7.7% 7.5% 9.9%
FEQTX 4.8% 9.8% 12.7% 10.5% 10.4% 11.5%
VMNFX 2.9% 3% 3.7% 3.8% 3.3% 3.6%
JMNAX 2.3% 2.6% 2.8% 2.9% 2.7% 2.6%
GABCX 0.1% 1.7% 2.5% 1.9% 1.8% 2%
MLSAX 8.4% 17% 16.1% 12.1% 10% 8.8%
MFADX 2.8% 6.7% 8.3% 7.2% 6.8% 0%
DHLSX 2.4% 7.9% 10.5% 8.8% 7.9% 8.2%
BPLSX 4.4% 7.3% 10% 8.3% 7.7% 8.8%
BLSAX 5.1% 11.5% 13.4% 10.7% 0% 0%
ARBNX 1.9% 2.2% 2.4% 1.9% 2% 2.4%
ADANX 1.2% 2.4% 4.7% 3.5% 3% 0%
PYTRX 3.9% 3.4% 4.4% 3.4% 3% 0%
PARYX 1.1% 1.9% 2.3% 1.7% 1.5% 0%
JHAIX 4.1% 4.7% 4.2% 3.5% 0% 0%
GARTX 1.8% 4.2% 4.9% 4% 3.8% 0%
GAFYX 4.9% 3.6% 4.4% 4.8% 5% 0%
EIGMX 0.8% 2.5% 3.6% 2.7% 2.4% 2.2%
DVRAX 0.9% 3.3% 3.9% 3.5% 3.3% 0%
ASFIX 6.9% 6.4% 6% 4.8% 4.1% 0%
MYITX 5.1% 11.7% 13.1% 11.3% 11.6% 0%
VGLSX 4.1% 8.7% 8.5% 7.7% 7.9% 0%
TIBIX 2.5% 8.2% 12.1% 9.5% 8.6% 9.4%
PAUIX 5.1% 9.1% 10.3% 8.1% 7.3% 7.2%
MFWIX 4.5% 8.3% 8.4% 6.7% 6.4% 6.8%
MALOX 4.7% 8.2% 8.4% 6.7% 6.6% 7%
LSWWX 5.3% 12.1% 11.4% 9% 8.8% 10%
LCORX 5.3% 6.4% 6.8% 5.5% 6.2% 7.6%
IVAEX 3.4% 8.6% 10.9% 10.9% 10.9% 10.7%
GMWAX 4.7% 8% 8.7% 7% 6.5% 6.5%
GLBIX 5.3% 7.3% 7.6% 6.1% 6.5% 0%
GBMFX 4% 5.7% 7.2% 5.9% 5.3% 5.2%
DSHGX 3.6% 10.5% 12.9% 10.8% 0% 0%
BPGLX 4% 8.2% 8.7% 7.3% 7.3% 8.9%
SFHYX 2.9% 4.4% 4.1% 3.4% 3% 3.2%
PMSAX 2.7% 3.3% 4.6% 3.6% 0% 0%
AVGRX 1.4% 6.9% 6.8% 6% 5.9% 0%
AOR 4.4% 8.6% 8.6% 6.9% 6.5% 0%
AOM 4% 7.3% 6.7% 5.3% 4.8% 0%
AOK 3.8% 6.7% 6.1% 4.6% 4% 0%
AOA 4.8% 10.1% 10.7% 8.7% 8.7% 0%
FV 8% 14.7% 14.9% 13.2% 0% 0%
PGX 5.2% 10% 9.1% 6.9% 6% 0%
PFF 4% 8.5% 9.1% 6.7% 6.1% 0%
MDIV 2% 9.4% 16.3% 12.1% 0% 0%
IYLD 2.9% 7.7% 10.7% 8% 0% 0%
INKM 3.9% 8% 10% 7.6% 0% 0%
CWB 4.7% 9.6% 11.2% 9% 8.3% 0%
CVY 5.1% 12.9% 18.8% 14.4% 12.6% 0%
BKLN 0.2% 3.3% 4.2% 3.3% 0% 0%
BRK.A 9.5% 14.1% 14.2% 11.6% 10.7% 11.3%
SDY 5.5% 10% 12.3% 10% 9.2% 0%
PID 6.6% 11.9% 16.2% 13.1% 12.1% 0%
IDV 7.6% 13.3% 15.8% 12.6% 12.7% 0%
HDV 2.7% 9.6% 11.9% 9.7% 0% 0%
DWX 6.7% 10.4% 12.1% 10.5% 11.6% 0%
DVY 5.4% 11.8% 14.7% 11.3% 10.1% 11.6%
DLS 8.5% 11.7% 14.9% 12.2% 11.9% 0%
DLN 5.1% 9.9% 11.9% 9.9% 9.1% 0%
DGS 6.3% 10.4% 13.9% 12.3% 12.9% 0%
DEM 5.1% 10.4% 13.2% 12.1% 12.4% 0%
BTAL 12.1% 12% 12.6% 10.7% 0% 0%
MNA 2.1% 2.6% 4.6% 3.6% 3.6% 0%
RLY 4.2% 10.3% 12.1% 9.7% 0% 0%
CSM 6.7% 13% 14.1% 11.6% 10.9% 0%
QAI 1.5% 4.2% 4.4% 3.6% 3.5% 0%
PWC 7.2% 13.7% 14.9% 12.3% 11.9% 12.2%
PDP 8.9% 15.6% 15% 12.3% 11.6% 0%
HDG 1.4% 4.6% 4.9% 4.1% 0% 0%
PRPFX 0.7% 7% 8% 6.2% 6.2% 6.6%
RSP 6.6% 12.3% 14.5% 11.8% 11.3% 12.5%
Beta
  1 year 3 year 5 year 10 year 15 year 20 year
JANBX 0.72 0.70 0.67 0.65 0.65 0.61
Peer Group* average
60% Equity / 40% Bonds 0.78 0.74 0.70 0.67 0.65 0.65
Global Equities (ACWI) 0.90 0.94 0.94 0.94 0.99  
U.S. Equities (SPY) 1.00 1.00 1.00 1.00 1.00 1.00
U.S. Bonds (BND) 0.78 0.74 0.70 0.67 0.65 0.65
Ranking: Peer Group* Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group Rank: Group
Ranking: All Recipes Rank: All Rank: All Rank: All Rank: All Rank: All Rank: All
CVSIX -0.0179712215954432 0.191067687607037 0.18765485235062 0.192360027665299 0.227724521789647 0.268448217884974
VYM 0.756119405602587 0.766529750954915 0.836410117946423 0.850210900829282 0.846323942789486 0
WFAIX 0.767809236951419 0.72417133724773 0.659615960249641 0.63248130449251 0.644702772285749 0.69410180204252
FPACX 0.400562327965157 0.623572058670691 0.717898923110239 0.668841424874862 0.648035852568501 0.626089424505909
VGSTX 0.697407807785726 0.761717084497709 0.728952442032597 0.647583076324488 0.656254114174778 0.666788771577569
VWELX 0.632311416856122 0.688006956622147 0.68096747331255 0.592497726592996 0.602905226984035 0.616501845848162
VASGX 0.737709788670896 0.808160770763146 0.805120577633504 0.788087826603797 0.806087345999192 0.840015242229081
VWINX 0.462314151033589 0.499101251509277 0.462058579893029 0.411484657759648 0.379693563923883 0.38319972695119
VLAAX 0.755014356054577 0.788488074768183 0.712047394738189 0.67095817502642 0.674358035289378 0.700463663034198
VBIAX 0.739850630918005 0.735664656601198 0.693873105534994 0.662694249953568 0.646322213368518 0.643760837898834
SWOBX 0.718482637838582 0.68742938356609 0.66396563047718 0.654461923775994 0.650127045708247 0.640023602020401
JANBX 0.721697160379575 0.696527835564446 0.670829901219931 0.648348252454595 0.64728392466829 0.606802562570287
FPURX 0.821675822306645 0.75047935461939 0.717023890767847 0.71072122476732 0.706041990853625 0.705650961913573
FBALX 0.708176493417184 0.781321949294064 0.775426373395539 0.756807311333837 0.730509133470667 0.744710020086557
DODBX 0.490665965328197 0.618765177618612 0.727959695085821 0.7298836044149 0.756851815759969 0.790396469680023
COTZX 0.549793313327142 0.481332360023858 0.410181287392222 0.356509066807359 0.427739881133789 0.546329987610921
BETFX 0.634453441411047 0.670955741672851 0.658631720882792 0.618535377282873 0.623239977502987 0
XCOR 1.10345510690662 0.8682019055594 0.901325771782814 0.929563096291213 0.96683339118335 0
NAVFX 1.0090112975327 0.911673080836431 0.910269682469718 0.918344667333054 0 0
SMIFX 0.985051521709562 0.526501678649613 0.734751307570062 0.792780600965789 0.87125722297427 0
VWLTX 0.311897072894058 0.375935236985569 0.244841419294927 0.151175337505186 0.0988045224750823 0.100485143620952
PRINX 0.271293797409643 0.339733593902387 0.23493788775567 0.147639822772935 0.0978987655802223 0.103390904456604
MDNLX 0.236150821032923 0.322137813294462 0.232996754057289 0.152695025271165 0.100631943902833 0.101224770941291
FLAAX 0.311211342878271 0.401747911520894 0.283497896472836 0.180263387567991 0.119597243953444 0.135526824616863
FHIGX 0.284705163206656 0.33622410924329 0.226085634155681 0.139896006834934 0.0910744007319619 0.0922576592740252
VWIAX 0.462916713982365 0.499146305354033 0.462252216584641 0.411634742156261 0.379472964693556 0.382958465636673
VTINX 0.390798400499558 0.448263369554373 0.397108546761705 0.354973611461848 0.336543288160782 0.34127677647039
VASIX 0.43533904811778 0.421961299236769 0.338461502566952 0.281580651567361 0.257481398700569 0.275623069861997
TRRIX 0.42080837971496 0.475393964831712 0.487411997265613 0.454960301802672 0.46280707963339 0.472276145290422
PRSNX 0.258238632013411 0.304902969545478 0.320297731976132 0.242825414555828 0.229779735851241 0
PPSIX 0.211362649025119 0.325069357784035 0.383037387240194 0.310643725720199 0.298802006005309 0.417038959016053
PONPX 0.320395333841197 0.312907597463926 0.293495305905505 0.23003247747885 0.195949635627294 0
NPSRX 0.263561881522489 0.322507367793397 0.425013272738973 0.353283508176088 0.348444910007682 0
KIFYX 0.30601185727076 0.550450410609362 0.781195520699643 0.657671684353823 0.571499817603295 0.748693768858918
GSZAX 0.165960034592931 0.156295833130648 0.21790798875366 0.198585716556042 0 0
FCVSX 0.687654581616634 0.627937198615873 0.711387077111899 0.716931402623987 0.753554243640493 0.859692728885838
CNSDX 0.661011120640723 0.626051516481252 0.687629361706706 0.661183941807065 0.664569922556761 0.66996939288363
CCVIX 0.595494309385766 0.669281813066483 0.74980734868852 0.712244227724254 0.693524075456192 0.684657730447126
BASIX 0.278651026052327 0.185965773833895 0.212505507554887 0.173203185074713 0.152666278457119 0
ARTOX 0.52445130788633 0.546730140852206 0.521283880016205 0.49837630529764 0.495781159779469 0.492041206899466
TIBAX 0.345813321636861 0.573474593798661 0.738724769453313 0.714487677753314 0.698863384866431 0.73089968384905
NBHAX 0.669727511781013 0.734779084476707 0.784809838545194 0.758708647779643 0.723745165705359 0
LGMAX 0.818888222267741 0.950260022994762 0.849413363499108 0.803819141577082 0.827159608647045 0.842675914768014
CVLOX 0.769207586441917 0.837058392454344 0.864808558168063 0.829939961596328 0.778949846380273 0.789217983287693
LFRAX -0.0121645764871649 0.128601085079043 0.25992416660959 0.226476227139294 0.21406324213756 0
VEIPX 0.692975823833975 0.748857169693876 0.824982810759194 0.837187030334969 0.84078801779281 0.859375106091516
SWDSX 0.692417080539639 0.765154008822991 0.88595230913871 0.925293486356634 0.933463885595722 0.900476707622346
PRFDX 0.747869365409847 0.804637195669601 0.922622408444303 0.941406495749899 0.957069867270928 0.980718173569816
MDDVX 0.570603409809888 0.652237896391622 0.801932925132121 0.837608066503674 0.84688605678979 0.850649790240347
LCEIX 0.732542454834965 0.739637676551017 0.806991581204965 0.765564673954897 0.797793383507751 0.833654877467625
LBSAX 0.698404073883359 0.771358260767712 0.819235504904508 0.833472760777719 0.83589475012256 0.831688075336747
FSDIX 0.687532037415294 0.679056852602371 0.728759621810018 0.701859839738637 0.71906020364367 0.826675310216262
FEQTX 0.634490973404746 0.728509173755434 0.868503245250617 0.887211269233764 0.938334892378068 0.983068762585521
VMNFX -0.213113911901685 -0.118004464895403 -0.0478078515622894 -0.0474949649148316 -0.0222402848464191 -0.00324635316858845
JMNAX -0.121818167283847 0.0237956375487921 0.000831605736905681 0.00138424955231923 0.0321836579273011 0.0258578676779861
GABCX 0.100732421436273 0.162304048380632 0.175119885848376 0.15997693291961 0.162514110910698 0.167352213195748
MLSAX 1.11184676172601 1.22426963521029 1.11318038276868 1.01051430300916 0.855549531958823 0.671539127851813
MFADX 0.39464836997909 0.391028601445498 0.549707948113115 0.531121402955906 0.518415451865311 0
DHLSX 0.359177206783167 0.518034983234216 0.658104187363879 0.689625317924067 0.668402233615242 0.657971633974657
BPLSX 0.542677124785472 0.52488521240824 0.584153232853419 0.552680080356889 0.563909038498202 0.628916404388186
BLSAX 0.379891506026515 0.676780295746417 0.731150894807377 0.659536098206381 0 0
ARBNX 0.151619764477454 0.11691600257551 0.12557759169676 0.0982807687480081 0.0918852182344581 0.101534130213667
ADANX 0.0980231637962629 0.109887995426275 0.198499280400821 0.165196319003114 0.131581124317153 0
PYTRX 0.389428323405457 0.204249835652923 0.195487034251925 0.179411512306391 0.154718440581737 0
PARYX 0.0814878417662578 0.0923596012207101 0.10133287117174 0.0829826065281492 0.0720167236496319 0
JHAIX 0.370957050985616 0.309579485633692 0.275493315267824 0.251044251734071 0 0
GARTX 0.306376384910248 0.353995457483571 0.364182833214945 0.355722771435385 0.35074202543945 0
GAFYX 0.246739165046036 0.206255961593971 0.236393205968192 0.283275196978481