Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPEAX (JPMORGAN TAX AWARE EQUITY FUND CLASS A) | NA | 25.06% | 8.81% | 16.04% | 11.87% | NA | NA | … | … |
Data as of 12/20/2023, Common starting date is 03/24/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPEAX (JPMORGAN TAX AWARE EQUITY FUND CLASS A) | 03/24/2011 | 12/20/2023 |
| 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 25.06 | 8.81 | 16.04 | 11.87 | NA | NA | … | … | 24.57 | -20.16 | 27.32 | 24.95 | 30.14 | -5.32 | 22.82 | 9.38 | 1.57 | 13.40 | 34.57 | 17.09 | -5.79 |
| Sharpe Ratio | NA | 1.58 | 0.38 | 0.61 | 0.56 | NA | NA | … | … | 1.62 | -0.87 | 1.89 | 0.61 | 2.10 | -0.36 | 2.89 | 0.62 | 0.09 | 1.06 | 2.85 | 1.21 | -0.28 |
| Standard Deviation(%) | NA | 13.19 | 18.21 | 23.82 | 19.64 | NA | NA | … | … | 13.04 | 24.86 | 14.45 | 40.14 | 13.66 | 18.54 | 7.73 | 14.87 | 16.66 | 12.61 | 12.12 | 14.22 | 26.46 |
| Draw Down(%) | NA | 8.38 | 25.17 | 33.73 | 33.73 | NA | NA | … | … | 8.38 | 24.61 | 6.59 | 33.73 | 7.28 | 20.51 | 2.90 | 13.69 | 13.21 | 8.75 | 5.67 | 11.70 | 20.95 |
| Yield(%) | 0.00 | 0.59 | 7.93 | 11.78 | 9.68 | 9.32 | 6.99 | … | … | 0.39 | 6.15 | 16.52 | 15.00 | 8.08 | 3.42 | 8.57 | 5.21 | 4.93 | 3.97 | 0.94 | 1.31 | 1.10 |
Data as of 12/20/2023, Common starting date is 03/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPEAX (JPMORGAN TAX AWARE EQUITY FUND CLASS A) |
5.37%
Mar 2017 – Mar 2020 |
6.35%
Mar 2015 – Mar 2020 |
11.25%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPEAX (JPMORGAN TAX AWARE EQUITY FUND CLASS A) |
27.45%
Dec 2018 – Dec 2021 |
19.77%
Oct 2016 – Oct 2021 |
17.01%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart