Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMGSX (JPMORGAN MANAGED INCOME FUND SELECT CLASS) | NA | 0.48% | 0.51% | 0.43% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 11/11/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMGSX (JPMORGAN MANAGED INCOME FUND SELECT CLASS) | 11/11/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.48 | 0.51 | 0.43 | NA | NA | NA | … | … | 0.39 | 0.87 | 0.24 | 0.33 | 0.31 | 0.62 | 0.10 |
| Sharpe Ratio | NA | -0.17 | 0.64 | 0.67 | NA | NA | NA | … | … | -0.35 | 1.53 | 0.44 | 1.12 | 0.57 | 1.23 | 4.88 |
| Standard Deviation(%) | NA | 0.34 | 0.42 | 0.41 | NA | NA | NA | … | … | 0.34 | 0.43 | 0.48 | 0.28 | 0.48 | 0.46 | 0.16 |
| Draw Down(%) | NA | 0.10 | 0.11 | 0.18 | NA | NA | NA | … | … | 0.10 | 0.10 | 0.10 | 0.11 | 0.18 | 0.10 | 0.00 |
| Yield(%) | 0.00 | 0.56 | 0.52 | 0.44 | 0.26 | 0.17 | 0.13 | … | … | 0.29 | 0.77 | 0.34 | 0.33 | 0.31 | 0.42 | 0.10 |
Data as of 10/31/2017, Common starting date is 11/11/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMGSX (JPMORGAN MANAGED INCOME FUND SELECT CLASS) |
0.29%
Dec 2012 – Dec 2015 |
0.44%
Aug 2012 – Aug 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMGSX (JPMORGAN MANAGED INCOME FUND SELECT CLASS) |
0.56%
Mar 2014 – Mar 2017 |
0.50%
Feb 2012 – Feb 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart