Scott.
One of the things I have stressed many times is the need for big, efficient and preferably balanced rudders. This is particularly important if the JR is of the sloop type and with a wide chord sail. Far from all off-the-shelf yachts have rudders that will fill this requirement.
The problem is not to make a boat balance reasonably well to windward. The problem is to deal with the rise in weather helm as one falls off onto a reach or run (reach is worst). I have therefore started to compare the chord of the sails with the waterline length of the boat.
On Johanna that ratio is 0.84. Thanks to Johanna’s initial neutral helm and a good, balanced rudder, she coped well, although I would not recommend her rig-boat combination as a round-the-world setup.
On Frøken Sørensen the same chord/wll= 0.57. In addition, FS has an enormous, streamlined and fairly well-balanced rudder, all the way aft (sail plan below), so that vessel is ideal for a sloop JR.
On Ingeborg, the chord/wll=0.80. I guess that is close to maximum of what I would have on a go-anywhere boat. Ingeborg has a big rudder, quite well aft, but the rudder area is unbalanced. The Folkboats didn’t come with those long tillers for no reason. Paul on his La Chica got a lesson about the heavy steering with unbalanced rudders, and solved it brilliantly by replacing the original one with a much better, balanced NACA foil.
I would think that the split junk rig, SJR, is more forgiving on a reach in this respect than the low-balance sails that I use to make, since there is about 30% balance in the sail of a SJR. In other words, if you get the balance right for close-hauled sailing, it will stay quite right on a reach as well. I am sure Slieve can verify that.
The fact that I initially missed a bit on Ingeborg’s balance, was partly because I got a bit sloppy, and partly because the good, balanced rudders I have had on the three last boats, have spoilt me. Luckily, it seems to be easier to set Ingeborg’s sail in the forward position, than in the original, so I was lucky there.
Frankly, I think it is easier to get the balance right if the boat has a fin keel and spade rudder, than with the rudder working in the eddies, right behind a long keel.
Arne