Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JEPMX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS R6) | NA | -0.43% | 14.70% | NA | NA | NA | NA | … | … |
Data as of 10/29/2015, Common starting date is 06/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JEPMX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS R6) | 06/01/2011 | 10/29/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.40 | -0.43 | 14.70 | NA | NA | NA | NA | … | … | -5.10 | 8.55 | 24.05 | 16.37 | -8.51 |
| Sharpe Ratio | NA | -0.39 | 0.52 | NA | NA | NA | NA | … | … | -0.36 | 0.56 | 1.71 | 1.18 | -0.47 |
| Standard Deviation(%) | NA | 18.87 | 15.72 | NA | NA | NA | NA | … | … | 17.09 | 15.15 | 14.04 | 13.99 | 30.13 |
| Draw Down(%) | NA | 18.47 | 18.47 | NA | NA | NA | NA | … | … | 15.17 | 11.38 | 8.45 | 10.66 | 20.16 |
| Yield(%) | 0.00 | 7.17 | 7.15 | 5.02 | 2.51 | 1.67 | 1.25 | … | … | 0.00 | 8.05 | 9.09 | 2.67 | 2.12 |
Data as of 10/29/2015, Common starting date is 06/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEPMX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS R6) |
12.22%
Sep 2012 – Sep 2015 |
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 |
|---|---|---|---|---|
| JEPMX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS R6) |
24.18%
Sep 2011 – Sep 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart