Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMESX (JPMORGAN GLOBAL UNCONSTRAINED EQUITY FUND SELECT CLASS) | NA | 12.91% | 7.10% | NA | NA | NA | NA | … | … |
Data as of 12/16/2019, Common starting date is 01/09/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMESX (JPMORGAN GLOBAL UNCONSTRAINED EQUITY FUND SELECT CLASS) | 01/09/2015 | 12/16/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.91 | 7.10 | NA | NA | NA | NA | … | … | 13.40 | -11.25 | 20.18 | 4.41 | 4.04 |
| Sharpe Ratio | NA | 1.13 | 0.52 | NA | NA | NA | NA | … | … | 1.87 | -0.74 | 2.49 | 0.22 | 0.25 |
| Standard Deviation(%) | NA | 8.35 | 11.41 | NA | NA | NA | NA | … | … | 6.71 | 17.07 | 7.89 | 18.74 | 16.34 |
| Draw Down(%) | NA | 6.95 | 21.06 | NA | NA | NA | NA | … | … | 2.17 | 22.65 | 3.72 | 17.24 | 15.38 |
| Yield(%) | 0.00 | 1.99 | 2.60 | 5.04 | 2.52 | 1.68 | 1.26 | … | … | 0.00 | 1.78 | 5.49 | 5.04 | 13.90 |
Data as of 12/16/2019, Common starting date is 01/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMESX (JPMORGAN GLOBAL UNCONSTRAINED EQUITY FUND SELECT CLASS) |
4.36%
Dec 2015 – Dec 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMESX (JPMORGAN GLOBAL UNCONSTRAINED EQUITY FUND SELECT CLASS) |
12.14%
Feb 2016 – Feb 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart