Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JEIRX (JPMORGAN INTERNATIONAL EQUITY INCOME FUND CLASS R5) | NA | 1.99% | 5.73% | 3.01% | NA | NA | NA | … | … |
Data as of 09/17/2019, Common starting date is 03/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JEIRX (JPMORGAN INTERNATIONAL EQUITY INCOME FUND CLASS R5) | 03/01/2011 | 09/17/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.99 | 5.73 | 3.01 | NA | NA | NA | … | … | 10.91 | -11.25 | 20.04 | -0.32 | -0.70 | 1.69 | 21.33 | 14.60 | -9.45 |
| Sharpe Ratio | NA | 0.04 | 0.48 | 0.18 | NA | NA | NA | … | … | 1.50 | -0.96 | 2.57 | -0.03 | -0.05 | 0.16 | 2.00 | 1.14 | -0.44 |
| Standard Deviation(%) | NA | 11.23 | 10.36 | 12.77 | NA | NA | NA | … | … | 9.46 | 13.11 | 7.57 | 16.16 | 14.76 | 10.38 | 10.62 | 12.92 | 25.25 |
| Draw Down(%) | NA | 13.26 | 19.66 | 19.66 | NA | NA | NA | … | … | 5.43 | 19.66 | 2.34 | 10.63 | 13.74 | 11.27 | 7.63 | 10.33 | 21.49 |
| Yield(%) | 0.00 | 5.53 | 4.44 | 4.40 | 3.87 | 2.58 | 1.94 | … | … | 2.13 | 6.04 | 3.42 | 3.65 | 4.69 | 6.81 | 4.04 | 4.05 | 2.37 |
Data as of 09/17/2019, Common starting date is 03/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEIRX (JPMORGAN INTERNATIONAL EQUITY INCOME FUND CLASS R5) |
-0.03%
Nov 2013 – Nov 2016 |
1.40%
Dec 2013 – Dec 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEIRX (JPMORGAN INTERNATIONAL EQUITY INCOME FUND CLASS R5) |
14.58%
May 2012 – May 2015 |
9.12%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart