Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGEZX (JPMORGAN INTERNATIONAL EQUITY INCOME FUND CLASS R2) | NA | 1.45% | 5.05% | 2.33% | 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 |
|---|---|---|
| JGEZX (JPMORGAN INTERNATIONAL EQUITY INCOME FUND CLASS R2) | 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 | 1.45 | 5.05 | 2.33 | NA | NA | NA | … | … | 10.49 | -11.84 | 19.21 | -1.02 | -1.36 | 0.94 | 20.56 | 13.73 | -9.91 |
| Sharpe Ratio | NA | -0.01 | 0.42 | 0.13 | NA | NA | NA | … | … | 1.42 | -1.00 | 2.47 | -0.08 | -0.09 | 0.09 | 1.93 | 1.07 | -0.46 |
| Standard Deviation(%) | NA | 11.29 | 10.39 | 12.80 | NA | NA | NA | … | … | 9.51 | 13.12 | 7.55 | 16.23 | 14.78 | 10.41 | 10.63 | 12.90 | 25.28 |
| Draw Down(%) | NA | 13.44 | 20.15 | 20.15 | NA | NA | NA | … | … | 5.51 | 20.15 | 2.41 | 10.71 | 13.98 | 11.47 | 7.72 | 10.44 | 21.66 |
| Yield(%) | 0.00 | 5.17 | 3.87 | 3.85 | 3.34 | 2.23 | 1.67 | … | … | 1.88 | 5.51 | 2.79 | 3.04 | 3.97 | 6.14 | 3.37 | 3.38 | 2.04 |
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 |
|---|---|---|---|---|
| JGEZX (JPMORGAN INTERNATIONAL EQUITY INCOME FUND CLASS R2) |
-0.74%
Nov 2013 – Nov 2016 |
0.70%
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 |
|---|---|---|---|---|
| JGEZX (JPMORGAN INTERNATIONAL EQUITY INCOME FUND CLASS R2) |
13.75%
May 2012 – May 2015 |
8.34%
May 2012 – May 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart