Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JILSX (JPMORGAN U.S. DYNAMIC PLUS FUND SELECT CLASS) NA 19.01% 10.56% 13.60% 8.49% NA NA … …
Data as of 04/05/2018, Common starting date is 03/06/2006
More Performance Analytics Comparison
Name Start Date End Date
JILSX (JPMORGAN U.S. DYNAMIC PLUS FUND SELECT CLASS) 03/06/2006 04/05/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) 0.00 19.01 10.56 13.60 8.49 NA NA … … 3.21 20.39 7.89 0.86 15.44 34.15 14.30 -0.02 8.90 28.95 -38.77 2.66 9.90
Sharpe Ratio NA 1.55 0.76 0.99 0.40 NA NA … … 0.65 2.36 0.54 0.05 1.22 2.76 1.07 0.00 0.46 1.04 -1.01 -0.02 0.73
Standard Deviation(%) NA 11.75 13.70 13.49 20.64 NA NA … … 18.48 8.42 14.04 16.41 12.68 12.34 13.42 24.33 19.24 27.66 39.25 18.14 12.05
Draw Down(%) NA 10.95 14.87 14.87 50.53 NA NA … … 10.95 3.41 12.51 12.85 9.36 6.30 10.29 19.06 17.73 25.75 49.76 14.07 9.21
Yield(%) 0.00 8.04 7.31 8.39 5.86 4.02 3.01 … … 0.00 8.32 8.54 6.05 6.33 8.36 5.39 13.19 0.65 0.61 0.30 0.05 0.04
Data as of 04/05/2018, Common starting date is 03/06/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JILSX (JPMORGAN U.S. DYNAMIC PLUS FUND SELECT CLASS) -13.22%
Apr 2006 – Apr 2009 		-3.56%
May 2007 – May 2012 		4.89%
May 2007 – May 2017 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JILSX (JPMORGAN U.S. DYNAMIC PLUS FUND SELECT CLASS) 22.84%
Sep 2011 – Sep 2014 		20.93%
Feb 2009 – Feb 2014 		8.77%
Mar 2008 – Mar 2018 		0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return