Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
JFAMX (JPMORGAN EMERGING MARKETS EQUITY FUND CLASS A) | 17.30% | 14.76% | 8.40% | 2.84% | 5.27% | 4.43% | 6.31% | 9.43% |
Data as of 06/30/2025, AR inception is 10/04/2001
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
JFAMX (JPMORGAN EMERGING MARKETS EQUITY FUND CLASS A) | 10/04/2001 | 06/30/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 3.67 | 14.76 | 8.40 | 2.84 | 5.27 | 4.43 | 6.31 | 9.43 | 17.30 | 3.14 | 6.95 | -25.94 | -13.49 | 34.36 | 31.65 | -16.21 | 42.13 | 12.90 | -16.19 | -0.05 | -5.62 | 18.53 | -17.32 | 17.84 | 66.57 | -49.74 | 36.47 | 34.30 | 27.74 | 35.86 | 49.92 | -9.37 | 21.97 |
Sharpe Ratio | NA | 0.34 | 0.25 | 0.01 | 0.18 | NA | NA | 0.36 | 1.20 | -0.24 | 0.19 | -1.08 | -0.64 | 1.12 | 2.18 | -0.98 | 3.99 | 0.67 | -0.93 | -0.01 | -0.40 | 1.14 | -0.69 | 0.85 | 2.14 | -1.04 | 1.33 | 1.65 | 2.03 | 2.09 | 3.55 | -0.68 | 8.19 |
Standard Deviation(%) | NA | 18.89 | 17.25 | 19.52 | 19.65 | NA | NA | 21.47 | 22.17 | 14.36 | 14.33 | 25.49 | 20.95 | 30.38 | 13.89 | 17.91 | 10.44 | 19.05 | 17.47 | 12.90 | 14.08 | 16.38 | 24.98 | 20.80 | 31.01 | 48.61 | 25.38 | 18.85 | 12.62 | 16.71 | 13.86 | 15.42 | 15.75 |
Draw Down(%) | NA | 15.20 | 18.58 | 51.42 | 51.42 | NA | NA | 62.19 | 14.84 | 10.86 | 15.29 | 36.97 | 26.67 | 31.86 | 8.58 | 27.55 | 5.36 | 11.66 | 24.31 | 15.34 | 16.83 | 15.57 | 26.84 | 16.92 | 23.39 | 60.82 | 17.56 | 23.39 | 11.32 | 18.83 | 12.74 | 30.21 | 4.33 |
Yield(%) | 0.00 | 1.14 | 0.88 | 0.52 | 0.62 | 0.62 | 0.97 | 2.06 | 0.00 | 1.22 | 1.31 | 0.07 | 0.16 | 0.00 | 0.71 | 0.41 | 0.20 | 0.58 | 0.51 | 0.87 | 0.32 | 0.38 | 0.00 | 0.41 | 0.34 | 1.00 | 0.10 | 0.39 | 0.23 | 0.00 | 1.80 | 0.57 | 0.00 |
Data as of 06/30/2025, AR inception is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
JFAMX (JPMORGAN EMERGING MARKETS EQUITY FUND CLASS A) |
-13.92%
Jan 2021 - Jan 2024 |
-5.08%
Feb 2011 - Feb 2016 |
1.06%
Oct 2007 - Oct 2017 |
-0.18%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
JFAMX (JPMORGAN EMERGING MARKETS EQUITY FUND CLASS A) |
46.76%
Mar 2003 - Mar 2006 |
38.77%
Oct 2002 - Oct 2007 |
17.31%
Mar 2003 - Mar 2013 |
13.15%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart