2006 (191)
2007 (288)
2017 (1)
2020 (1)
2021 (1)
从2018年4月起，JIM fund将以Global Equity Balanced indices作为基准指数，而不是TSX。采用新的基准指数，更符合JIM fund的归属类别。JIM fund基本上是由50%的Global Balanced funds， 30%的GLobal Equity funds，15%的GLobal Small-Cap funds，5%的现金组成，完全符合Global Equity Balanced的分类定义。
下表是JIM fund五月业绩图标。附带也给出了TSX total return指数的业绩。
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| 1 month | 3 months | 6 months | 1 year avg | 3 year avg | 5 year avg | 7 year avg | 10 year avg | 15 year avg | YTD | 3 year risk | 3 Year sharp | 5 year risk | 5 Year sharp | 10 year risk | 10 Year sharp | Evaluation Factor |
| JIM’a Fund | 1.65% | 1.09% | 1.80% | 6.23% | 6.76% | 7.66% | 4.00% | 6.21% |
| 2.26% | 6.23% | 1.09 | 5.42% | 1.41 | 9.60% | 0.65 | 1.12 |
| Global Equity Balance Index | 0.90% | 0.40% | NA | 3.10% | 4.56% | 8.00% | NA | 5.30% | 0.00% | 0.68% | 6.93% | 0.66 | 6.70% | 1.19 | 9.37% | 0.57 | 0.90 |
| TSX TR | 3.12% | 4.83% | 1.45% | 7.75% | 5.36% | 8.05% | 5.27% | 3.92% | 0 | 0.25% | 7.41% | 1.05 |
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表中评估因子为3，5，10年sharp ratio加权和，其中5年，10年，3年加权系数分别为50%，30%，20%。NA指无数值
