Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPFCX (JPMORGAN EQUITY FOCUS FUND CLASS C) | NA | -27.46% | -1.59% | 2.34% | 7.13% | NA | NA | … | … |
Data as of 08/04/2023, Common starting date is 08/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPFCX (JPMORGAN EQUITY FOCUS FUND CLASS C) | 08/09/2011 | 08/04/2023 |
| 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 (%) | 0.00 | -27.46 | -1.59 | 2.34 | 7.13 | NA | NA | … | … | 24.15 | -17.40 | 11.38 | 20.87 | 8.34 | -17.92 | 23.42 | 7.53 | 3.62 | 7.29 | 39.70 | 15.93 | 10.57 |
| Sharpe Ratio | NA | 0.51 | 0.61 | 0.45 | 0.57 | NA | NA | … | … | 2.82 | -0.79 | 0.60 | 0.51 | 0.33 | -0.89 | 2.81 | 0.46 | 0.22 | 0.54 | 2.21 | 1.83 | 1.88 |
| Standard Deviation(%) | NA | 19.12 | 21.00 | 23.99 | 19.60 | NA | NA | … | … | 14.20 | 23.91 | 18.83 | 40.62 | 21.11 | 21.59 | 8.16 | 15.93 | 16.43 | 13.50 | 17.93 | 8.74 | 15.34 |
| Draw Down(%) | NA | 17.05 | 22.80 | 37.06 | 37.06 | NA | NA | … | … | 7.45 | 22.80 | 13.60 | 37.06 | 15.78 | 30.54 | 3.93 | 13.76 | 11.25 | 7.80 | 4.73 | 0.43 | 0.00 |
| Yield(%) | 0.00 | 1.22 | 9.54 | 10.46 | 9.78 | 10.45 | 7.84 | … | … | 0.00 | 1.10 | 13.81 | 13.65 | 20.31 | 13.04 | 6.03 | 1.35 | 2.79 | 0.71 | 2.80 | 0.00 | 0.00 |
Data as of 08/04/2023, Common starting date is 08/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPFCX (JPMORGAN EQUITY FOCUS FUND CLASS C) |
-1.21%
Jul 2020 – Jul 2023 |
2.69%
Jul 2018 – Jul 2023 |
7.29%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPFCX (JPMORGAN EQUITY FOCUS FUND CLASS C) |
24.90%
Dec 2018 – Dec 2021 |
18.47%
Jun 2016 – Jun 2021 |
16.56%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart