Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOEPX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS R5) | NA | 0.33% | 5.15% | 5.47% | NA | NA | NA | … | … |
Data as of 12/16/2019, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOEPX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS R5) | 09/02/2014 | 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.33 | 5.15 | 5.47 | NA | NA | NA | … | … | 0.95 | -2.40 | 16.75 | -0.29 | 9.73 | 4.91 |
| Sharpe Ratio | NA | -0.43 | 0.60 | 0.66 | NA | NA | NA | … | … | -0.17 | -0.37 | 3.09 | -0.06 | 1.31 | 1.61 |
| Standard Deviation(%) | NA | 3.64 | 6.69 | 7.16 | NA | NA | NA | … | … | 2.62 | 10.10 | 5.24 | 8.06 | 7.43 | 9.62 |
| Draw Down(%) | NA | 3.48 | 8.21 | 8.81 | NA | NA | NA | … | … | 1.62 | 9.82 | 3.05 | 7.97 | 3.01 | 5.57 |
| Yield(%) | 0.00 | 0.00 | 3.75 | 2.70 | 1.39 | 0.93 | 0.70 | … | … | 0.00 | 1.77 | 9.40 | 0.00 | 0.99 | 0.00 |
Data as of 12/16/2019, 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 |
|---|---|---|---|---|
| JOEPX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS R5) |
4.02%
Sep 2016 – Sep 2019 |
5.04%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOEPX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS R5) |
10.00%
Jan 2015 – Jan 2018 |
5.16%
Oct 2014 – Oct 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart