Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCKUX (JPMorgan Core Focus SMA Fund) | NA | -3.08% | -0.76% | NA | NA | NA | NA | … | … |
Data as of 02/17/2023, Common starting date is 03/15/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCKUX (JPMorgan Core Focus SMA Fund) | 03/15/2018 | 02/17/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.08 | -0.76 | NA | NA | NA | NA | … | … | 1.29 | -7.54 | -2.72 | 6.06 | 7.46 | 2.68 |
| Sharpe Ratio | NA | -0.98 | -0.34 | NA | NA | NA | NA | … | … | 3.67 | -1.76 | -1.08 | 1.37 | 2.29 | 0.88 |
| Standard Deviation(%) | NA | 4.95 | 4.06 | NA | NA | NA | NA | … | … | 1.93 | 5.09 | 2.53 | 4.23 | 2.65 | 2.22 |
| Draw Down(%) | NA | 7.69 | 10.98 | NA | NA | NA | NA | … | … | 0.22 | 9.79 | 3.14 | 8.20 | 1.62 | 1.12 |
| Yield(%) | 0.00 | 2.96 | 3.21 | 3.39 | 1.70 | 1.13 | 0.85 | … | … | 0.29 | 2.79 | 3.12 | 3.84 | 3.66 | 2.93 |
Data as of 02/17/2023, Common starting date is 03/15/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCKUX (JPMorgan Core Focus SMA Fund) |
-1.43%
Oct 2019 – Oct 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCKUX (JPMorgan Core Focus SMA Fund) |
5.34%
Jul 2018 – Jul 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart