Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDGSX (JPMORGAN DYNAMIC GROWTH FUND SELECT CLASS) | NA | 22.74% | 10.20% | 15.38% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 12/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDGSX (JPMORGAN DYNAMIC GROWTH FUND SELECT CLASS) | 12/20/2007 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.59 | 22.74 | 10.20 | 15.38 | NA | NA | NA | … | … | 23.35 | 0.36 | 9.12 | 1.37 | 45.52 | 18.47 | -4.69 | 19.08 | 43.31 | -42.17 | 2.16 |
| Sharpe Ratio | NA | 1.50 | 0.59 | 0.92 | NA | NA | NA | … | … | 1.94 | 0.01 | 0.51 | 0.08 | 3.14 | 1.13 | -0.18 | 1.00 | 1.71 | -1.07 | 7.30 |
| Standard Deviation(%) | NA | 14.85 | 16.80 | 16.46 | NA | NA | NA | … | … | 14.48 | 16.84 | 17.92 | 16.26 | 14.49 | 16.38 | 26.32 | 19.05 | 25.20 | 40.18 | 19.62 |
| Draw Down(%) | NA | 9.62 | 20.02 | 20.02 | NA | NA | NA | … | … | 9.62 | 18.06 | 12.88 | 11.43 | 7.81 | 14.77 | 21.68 | 15.51 | 17.36 | 50.03 | 1.63 |
| Yield(%) | 0.00 | 1.21 | 1.28 | 1.17 | 0.65 | 0.44 | 0.33 | … | … | 0.00 | 1.25 | 1.10 | 1.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 |
Data as of 10/31/2017, Common starting date is 12/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDGSX (JPMORGAN DYNAMIC GROWTH FUND SELECT CLASS) |
2.03%
Aug 2008 – Aug 2011 |
5.76%
Jan 2008 – Jan 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDGSX (JPMORGAN DYNAMIC GROWTH FUND SELECT CLASS) |
26.83%
Feb 2009 – Feb 2012 |
25.67%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart