Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGAUX (JPMORGAN SMALL CAP CORE FUND CLASS R3) | NA | -14,716,277.84% | nan% | nan% | NA | NA | NA | … | … |
Data as of 07/02/2024, Common starting date is 08/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGAUX (JPMORGAN SMALL CAP CORE FUND CLASS R3) | 08/01/2017 | 07/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -14,716,277.84 | nan | nan | NA | NA | NA | … | … | -14,000,003.70 | 8.72 | -21.10 | 12.52 | 13.41 | 23.99 | -12.12 | 8.12 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.22 | -0.78 | 0.54 | 0.28 | 1.36 | -0.74 | 1.72 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 20.16 | 28.81 | 23.06 | 46.19 | 16.57 | 18.32 | 11.53 |
| Draw Down(%) | NA | 13,386,767.50 | 11,054,057.20 | 10,950,590.44 | NA | NA | NA | … | … | 13,386,767.50 | 20.41 | 29.07 | 13.92 | 46.70 | 11.25 | 27.68 | 5.43 |
| Yield(%) | 0.00 | 109.91 | 28.80 | 24.97 | 13.26 | 8.84 | 6.63 | … | … | 104.69 | 0.00 | 0.00 | 34.74 | 0.66 | 4.82 | 7.01 | 8.38 |
Data as of 07/02/2024, Common starting date is 08/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGAUX (JPMORGAN SMALL CAP CORE FUND CLASS R3) |
-7.13%
Apr 2021 – Apr 2024 |
-1.05%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGAUX (JPMORGAN SMALL CAP CORE FUND CLASS R3) |
16.52%
Dec 2018 – Dec 2021 |
6.30%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart