Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIOAX (JPMORGAN INTERNATIONAL OPPORTUNITIES FUND CLASS A) | NA | 19.78% | 4.45% | 6.88% | 0.56% | 6.94% | NA | … | … |
Data as of 10/31/2017, Common starting date is 09/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIOAX (JPMORGAN INTERNATIONAL OPPORTUNITIES FUND CLASS A) | 09/19/2001 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.78 | 4.45 | 6.88 | 0.56 | 6.94 | NA | … | … | 17.22 | -0.21 | 0.29 | -7.12 | 19.38 | 19.61 | -13.57 | 8.78 | 30.74 | -41.73 | 10.26 | 28.82 | 13.54 | 13.86 | 33.50 | -17.90 | 8.68 |
| Sharpe Ratio | NA | 2.30 | 0.28 | 0.47 | 0.01 | NA | NA | … | … | 2.59 | -0.02 | 0.02 | -0.56 | 1.45 | 1.16 | -0.48 | 0.39 | 1.03 | -0.99 | 0.39 | 1.84 | 1.05 | 0.87 | 2.16 | -0.91 | 1.73 |
| Standard Deviation(%) | NA | 8.38 | 15.08 | 14.32 | 23.47 | NA | NA | … | … | 7.90 | 18.18 | 15.78 | 12.69 | 13.30 | 16.93 | 28.05 | 22.32 | 29.80 | 42.94 | 18.41 | 13.97 | 10.85 | 14.87 | 15.17 | 20.83 | 19.11 |
| Draw Down(%) | NA | 2.42 | 22.53 | 23.00 | 59.15 | NA | NA | … | … | 2.42 | 13.55 | 15.41 | 15.38 | 10.20 | 15.20 | 27.02 | 19.74 | 27.93 | 53.84 | 13.22 | 15.67 | 6.92 | 13.36 | 17.73 | 29.28 | 6.30 |
| Yield(%) | 0.00 | 3.05 | 1.67 | 1.83 | 1.39 | 2.79 | 1.86 | … | … | 0.00 | 3.03 | 0.21 | 1.93 | 0.90 | 2.40 | 2.54 | 2.44 | 2.87 | 1.17 | 1.68 | 1.31 | 1.55 | 0.00 | 2.28 | 0.81 | 0.00 |
Data as of 10/31/2017, Common starting date is 09/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIOAX (JPMORGAN INTERNATIONAL OPPORTUNITIES FUND CLASS A) |
-14.99%
Feb 2006 – Feb 2009 |
-6.70%
May 2007 – May 2012 |
0.47%
Dec 2006 – Dec 2016 |
4.26%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIOAX (JPMORGAN INTERNATIONAL OPPORTUNITIES FUND CLASS A) |
28.60%
Mar 2003 – Mar 2006 |
21.01%
Sep 2002 – Sep 2007 |
9.17%
Mar 2003 – Mar 2013 |
7.35%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart