Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOEZX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS R2) | NA | 0.23% | 4.65% | 4.86% | 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 |
|---|---|---|
| JOEZX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS R2) | 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 | 0.23 | 4.65 | 4.86 | NA | NA | NA | … | … | 0.92 | -3.13 | 15.94 | -1.00 | 9.00 | 4.64 |
| Sharpe Ratio | NA | -0.44 | 0.53 | 0.58 | NA | NA | NA | … | … | -0.18 | -0.44 | 2.90 | -0.15 | 1.20 | 1.51 |
| Standard Deviation(%) | NA | 3.64 | 6.69 | 7.17 | NA | NA | NA | … | … | 2.60 | 10.07 | 5.29 | 8.10 | 7.46 | 9.65 |
| Draw Down(%) | NA | 3.49 | 8.79 | 9.00 | NA | NA | NA | … | … | 1.62 | 10.45 | 3.17 | 8.04 | 3.08 | 5.64 |
| Yield(%) | 0.00 | 0.00 | 3.81 | 2.71 | 1.39 | 0.93 | 0.70 | … | … | 0.00 | 1.82 | 9.55 | 0.00 | 1.00 | 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 |
|---|---|---|---|---|
| JOEZX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS R2) |
3.47%
Sep 2016 – Sep 2019 |
4.44%
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 |
|---|---|---|---|---|
| JOEZX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND CLASS R2) |
9.22%
Jan 2015 – Jan 2018 |
4.54%
Oct 2014 – Oct 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart