Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOELX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS A) | NA | -327,361.66% | 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 |
|---|---|---|
| JOELX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS A) | 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 (%) | -339,725.29 | -327,361.66 | nan | nan | NA | NA | NA | … | … | -0.51 | -19.76 | 1.34 | 26.66 | 2.28 | -2.83 | 16.27 | -0.82 | 9.24 | 4.77 |
| Sharpe Ratio | NA | -0.81 | -0.18 | 0.07 | NA | NA | NA | … | … | -0.63 | -2.06 | 0.08 | 1.22 | 0.14 | -0.41 | 3.05 | -0.13 | 1.24 | 1.55 |
| Standard Deviation(%) | NA | 8.64 | 12.17 | 13.23 | NA | NA | NA | … | … | 7.95 | 10.30 | 17.22 | 21.65 | 6.20 | 10.08 | 5.16 | 8.04 | 7.44 | 9.66 |
| Draw Down(%) | NA | 10.54 | 26.81 | 26.81 | NA | NA | NA | … | … | 8.15 | 22.49 | 14.08 | 12.56 | 4.41 | 10.19 | 3.15 | 8.01 | 3.08 | 5.57 |
| Yield(%) | 100.54 | 96.88 | 33.69 | 22.79 | 15.16 | 10.11 | 7.58 | … | … | 99.69 | 0.00 | 10.77 | 4.94 | 0.00 | 1.80 | 9.49 | 0.00 | 0.99 | 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 |
|---|---|---|---|---|
| JOELX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS A) |
-1.93%
Aug 2020 – Aug 2023 |
1.16%
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 |
|---|---|---|---|---|
| JOELX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS A) |
13.14%
Dec 2018 – Dec 2021 |
10.75%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart