Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBMCX (JPMORGAN MID CAP VALUE FUND CLASS B) | NA | 10.10% | 20.02% | 17.08% | 8.87% | NA | NA | … | … |
Data as of 06/26/2015, Common starting date is 05/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBMCX (JPMORGAN MID CAP VALUE FUND CLASS B) | 05/04/2001 | 06/26/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 10.10 | 20.02 | 17.08 | 8.87 | NA | NA | … | … | 3.44 | 5.46 | 25.12 | 18.31 | 1.37 | 21.93 | 23.56 | -36.63 | -6.41 | 10.55 | 5.49 | 17.91 | 28.28 | 1.85 | -1.40 |
| Sharpe Ratio | NA | 0.13 | 1.15 | 0.85 | 0.19 | NA | NA | … | … | 0.66 | 0.38 | 2.06 | 1.48 | 0.06 | 1.17 | 0.78 | -0.89 | -0.53 | 0.71 | 0.31 | 1.85 | 2.23 | 0.04 | -0.28 |
| Standard Deviation(%) | NA | 14.88 | 13.01 | 16.39 | 22.01 | NA | NA | … | … | 10.96 | 14.21 | 12.16 | 12.43 | 24.25 | 18.71 | 30.12 | 42.10 | 17.74 | 10.23 | 10.79 | 9.17 | 12.36 | 19.60 | 14.89 |
| Draw Down(%) | NA | 10.80 | 10.80 | 21.09 | 60.87 | NA | NA | … | … | 3.05 | 10.80 | 6.03 | 7.47 | 21.09 | 14.93 | 29.44 | 48.31 | 16.33 | 6.66 | 8.17 | 5.16 | 10.02 | 22.20 | 15.36 |
| Yield(%) | 0.00 | 7.70 | 6.12 | 4.70 | 4.16 | 5.21 | 3.91 | … | … | 0.00 | 8.33 | 5.26 | 0.95 | 0.00 | 0.19 | 1.46 | 2.97 | 8.14 | 5.50 | 2.87 | 9.08 | 0.74 | 0.09 | 0.00 |
Data as of 06/26/2015, Common starting date is 05/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBMCX (JPMORGAN MID CAP VALUE FUND CLASS B) |
-14.85%
Feb 2006 – Feb 2009 |
-3.24%
Feb 2004 – Feb 2009 |
7.46%
Aug 2001 – Aug 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBMCX (JPMORGAN MID CAP VALUE FUND CLASS B) |
27.04%
Feb 2009 – Feb 2012 |
24.88%
Feb 2009 – Feb 2014 |
11.49%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart