Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLTAX (JPMORGAN LATIN AMERICA FUND CLASS A) | NA | 15.51% | -0.99% | -1.56% | -1.96% | NA | NA | 2.90% |
Data as of 10/31/2017, AR inception is 03/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLTAX (JPMORGAN LATIN AMERICA FUND CLASS A) | 03/05/2007 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.51 | -0.99 | -1.56 | -1.96 | NA | NA | 2.90 | 32.44 | 20.86 | -31.47 | -11.77 | -10.80 | 14.07 | -20.61 | 22.73 | 109.98 | -57.33 | 54.76 |
| Sharpe Ratio | NA | 0.66 | -0.05 | -0.08 | -0.07 | NA | NA | 0.07 | 2.07 | 0.79 | -1.41 | -0.55 | -0.65 | 0.80 | -0.73 | 0.88 | 2.64 | -0.92 | 2.04 |
| Standard Deviation(%) | NA | 22.83 | 23.52 | 21.58 | 32.31 | NA | NA | 31.76 | 19.11 | 26.01 | 22.37 | 21.28 | 16.61 | 17.67 | 28.10 | 25.59 | 41.57 | 63.41 | 32.50 |
| Draw Down(%) | NA | 16.83 | 46.35 | 54.76 | 69.38 | NA | NA | 69.38 | 11.38 | 18.30 | 32.45 | 29.76 | 20.57 | 20.55 | 28.08 | 19.66 | 27.25 | 69.38 | 22.54 |
| Yield(%) | 0.00 | 1.57 | 0.74 | 0.59 | 0.91 | 0.98 | 0.74 | 1.47 | 0.00 | 2.26 | 0.85 | 0.19 | 0.59 | 0.21 | 0.15 | 0.11 | 5.44 | 1.70 | 4.48 |
Data as of 10/31/2017, AR inception is 03/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLTAX (JPMORGAN LATIN AMERICA FUND CLASS A) |
-20.39%
Jan 2013 - Jan 2016 |
-13.35%
Dec 2010 - Dec 2015 |
-1.33%
Jun 2007 - Jun 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLTAX (JPMORGAN LATIN AMERICA FUND CLASS A) |
39.54%
Feb 2009 - Feb 2012 |
16.60%
Feb 2009 - Feb 2014 |
-0.10%
Apr 2007 - Apr 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart