Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLSCX (JPMORGAN RESEARCH EQUITY LONG/SHORT FUND CLASS C) | NA | -2.78% | 1.25% | 2.38% | NA | NA | NA | … | … |
Data as of 08/30/2016, Common starting date is 06/11/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLSCX (JPMORGAN RESEARCH EQUITY LONG/SHORT FUND CLASS C) | 06/11/2010 | 08/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.78 | 1.25 | 2.38 | NA | NA | NA | … | … | -1.66 | -4.92 | 4.82 | 9.29 | 7.96 | -7.92 | 2.75 |
| Sharpe Ratio | NA | -0.43 | 0.18 | 0.36 | NA | NA | NA | … | … | -0.34 | -0.69 | 0.87 | 1.88 | 1.37 | -1.03 | 0.96 |
| Standard Deviation(%) | NA | 7.93 | 6.67 | 6.47 | NA | NA | NA | … | … | 7.88 | 7.21 | 5.50 | 4.91 | 5.81 | 7.73 | 5.07 |
| Draw Down(%) | NA | 9.90 | 12.83 | 12.83 | NA | NA | NA | … | … | 7.60 | 6.81 | 4.78 | 3.07 | 5.50 | 10.47 | 2.72 |
| Yield(%) | 0.00 | 0.00 | 2.18 | 1.42 | 0.70 | 0.47 | 0.35 | … | … | 0.00 | 0.00 | 2.81 | 3.77 | 0.00 | 0.00 | 0.15 |
Data as of 08/30/2016, Common starting date is 06/11/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLSCX (JPMORGAN RESEARCH EQUITY LONG/SHORT FUND CLASS C) |
0.54%
Jul 2013 – Jul 2016 |
0.60%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLSCX (JPMORGAN RESEARCH EQUITY LONG/SHORT FUND CLASS C) |
7.34%
Dec 2011 – Dec 2014 |
2.87%
Jul 2010 – Jul 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart