Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOERX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS R6) | NA | -1,489,670.56% | 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 |
|---|---|---|
| JOERX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS R6) | 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 (%) | -1,540,978.90 | -1,489,670.56 | nan | nan | NA | NA | NA | … | … | -0.33 | -19.43 | 2.23 | 27.41 | 2.40 | -2.34 | 16.86 | -0.29 | 9.80 | 4.91 |
| Sharpe Ratio | NA | -0.77 | -0.15 | 0.10 | NA | NA | NA | … | … | -0.60 | -2.03 | 0.13 | 1.25 | 0.16 | -0.37 | 3.17 | -0.06 | 1.31 | 1.59 |
| Standard Deviation(%) | NA | 8.62 | 12.17 | 13.23 | NA | NA | NA | … | … | 7.92 | 10.31 | 17.07 | 21.62 | 6.18 | 10.04 | 5.14 | 8.12 | 7.44 | 9.72 |
| Draw Down(%) | NA | 10.36 | 26.42 | 26.42 | NA | NA | NA | … | … | 8.08 | 22.18 | 13.72 | 12.56 | 4.29 | 9.75 | 3.10 | 7.96 | 3.01 | 5.57 |
| Yield(%) | 100.55 | 97.21 | 34.07 | 23.26 | 15.76 | 10.51 | 7.88 | … | … | 99.90 | 0.00 | 10.44 | 4.82 | 0.44 | 1.77 | 9.38 | 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 |
|---|---|---|---|---|
| JOERX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS R6) |
-1.48%
Aug 2020 – Aug 2023 |
1.64%
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 |
|---|---|---|---|---|
| JOERX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS R6) |
13.74%
Dec 2018 – Dec 2021 |
11.31%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart