Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFUAX (JPMORGAN GLOBAL UNCONSTRAINED EQUITY FUND CLASS A) | NA | 12.81% | 7.82% | NA | NA | NA | NA | … | … |
Data as of 12/16/2019, Common starting date is 01/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFUAX (JPMORGAN GLOBAL UNCONSTRAINED EQUITY FUND CLASS A) | 01/09/2015 | 12/16/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.81 | 7.82 | NA | NA | NA | NA | … | … | 13.29 | -9.73 | 23.21 | 4.08 | 3.66 |
| Sharpe Ratio | NA | 1.12 | 0.58 | NA | NA | NA | NA | … | … | 1.86 | -0.66 | 2.73 | 0.21 | 0.23 |
| Standard Deviation(%) | NA | 8.36 | 11.51 | NA | NA | NA | NA | … | … | 6.70 | 16.81 | 8.30 | 18.72 | 16.30 |
| Draw Down(%) | NA | 6.99 | 21.36 | NA | NA | NA | NA | … | … | 2.18 | 21.36 | 3.69 | 17.26 | 15.48 |
| Yield(%) | 0.00 | 1.57 | 3.43 | 5.47 | 2.73 | 1.82 | 1.37 | … | … | 0.00 | 1.41 | 8.62 | 4.78 | 13.91 |
Data as of 12/16/2019, Common starting date is 01/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFUAX (JPMORGAN GLOBAL UNCONSTRAINED EQUITY FUND CLASS A) |
5.00%
Dec 2015 – Dec 2018 |
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 |
|---|---|---|---|---|
| JFUAX (JPMORGAN GLOBAL UNCONSTRAINED EQUITY FUND CLASS A) |
12.80%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart