Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOECX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS C) | NA | -382,993.66% | nan% | nan% | NA | NA | NA | … | … |
Data as of 09/20/2023, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOECX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS C) | 09/02/2014 | 09/20/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -399,159.25 | -382,993.66 | nan | nan | NA | NA | NA | … | … | -0.83 | -20.22 | 0.43 | 26.03 | 1.81 | -3.39 | 15.67 | -1.24 | 8.68 | 4.58 |
| Sharpe Ratio | NA | -0.86 | -0.22 | 0.03 | NA | NA | NA | … | … | -0.69 | -2.11 | 0.02 | 1.18 | 0.07 | -0.47 | 2.86 | -0.18 | 1.16 | 1.48 |
| Standard Deviation(%) | NA | 8.61 | 12.22 | 13.24 | NA | NA | NA | … | … | 7.95 | 10.27 | 17.59 | 21.70 | 6.14 | 10.08 | 5.27 | 8.06 | 7.47 | 9.67 |
| Draw Down(%) | NA | 10.71 | 27.29 | 27.29 | NA | NA | NA | … | … | 8.21 | 22.78 | 14.52 | 12.60 | 4.52 | 10.60 | 3.20 | 8.01 | 3.15 | 5.64 |
| Yield(%) | 100.57 | 96.49 | 33.28 | 22.30 | 14.57 | 9.72 | 7.29 | … | … | 99.37 | 0.00 | 11.14 | 5.08 | 0.00 | 1.84 | 9.61 | 0.00 | 1.00 | 0.00 |
Data as of 09/20/2023, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOECX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS C) |
-2.43%
Aug 2020 – Aug 2023 |
0.64%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOECX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS C) |
12.60%
Dec 2018 – Dec 2021 |
10.20%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart