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| Morningstar Return Rating: | Below average | | Year to Date Return: | 52.22% | | 5-Year Average Return: | N/A | | Number of Years Up: | 2 | | Number of Years Down: | 1 | |
Best 1-Yr Total Return (2006): | 69.15% | |
Worst 1-Yr Total Return (2008): | -53.19% | |
Best 3-Yr Total Return (2006-8): | 5.21% | |
Worst 3-Yr Total Return (2006-8): | 5.21% |
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| 1-Year: | 11.25% | | 3-Year: | 6.50% | | 5-Year: | N/A | | 10-Year: | N/A |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | JCOBX | Category | Diff | Index* | Diff | | Year To Date | 52.22 | 66.10 | -13.88 | 29.91 | 22.31 | | 1-Month | 5.25 | 5.54 | -0.29 | 2.00 | 3.25 | | 3-Month | 14.80 | 13.38 | 1.42 | 4.58 | 10.22 | | 1-Year | 60.58 | 84.35 | -23.77 | 37.72 | 22.86 | | 3-Year | 4.93 | 7.50 | -2.57 | -5.52 | 10.45 | | 5-Year | N/A | 14.71 | N/A | 4.13 | N/A | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 60.86 | 75.73 | -14.87 | 59.35 | 1.51 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -11.25 | 0.92 | -12.17 | -14.95 | 3.7 |
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| | * Index means [
MSCI EAFE NR USD
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | JCOBX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -53.19 | -53.50 | 0.31 | | 2007 | | | 47.10 | 47.53 | -0.43 | | 2006 | | | 69.15 | 45.36 | 23.79 | | 2005 | | | N/A | 21.30 | N/A | | 2004 | | | N/A | 13.21 | N/A | | 2003 | | | N/A | 53.64 | N/A | | 2002 | | | N/A | -8.76 | N/A | | 2001 | | | N/A | -2.63 | N/A | | 2000 | | | N/A | -25.36 | N/A | | 1999 | | | N/A | 73.61 | N/A |
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| PAST QUARTERLY RETURNS (%) FOR
JCOBX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -1.11 | 27.09 | 14.12 | N/A | | 2008 | -21.17 | -4.96 | -22.92 | -18.95 | | 2007 | 0.38 | 17.99 | 28.68 | -3.49 | | 2006 | 22.23 | 3.04 | 7.13 | 25.35 | | 2005 | N/A | N/A | 11.21 | -1.37 | | 2004 | N/A | N/A | N/A | N/A | | 2003 | N/A | N/A | N/A | N/A | | 2002 | N/A | N/A | N/A | N/A | | 2001 | N/A | N/A | N/A | N/A | | 2000 | N/A | N/A | N/A | N/A | | 1999 | N/A | N/A | N/A | N/A |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 137 | 160 | 85.63 | | 1-Month | 103 | 173 | 59.54 | | 3-Month | 64 | 171 | 37.43 | | 6-Month | 134 | 168 | 79.76 | | 1-Year | 106 | 148 | 71.62 | | 3-Year | 61 | 106 | 57.55 | | 5-Year | | 79 | N/A |
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