Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPFSX (JPMORGAN EQUITY FOCUS FUND SELECT CLASS) | NA | -19.65% | 2.39% | 5.12% | 9.00% | NA | NA | … | … |
Data as of 08/04/2023, Common starting date is 08/01/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPFSX (JPMORGAN EQUITY FOCUS FUND SELECT CLASS) | 08/01/2011 | 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 | -19.65 | 2.39 | 5.12 | 9.00 | NA | NA | … | … | 24.29 | -16.61 | 12.84 | 21.99 | 9.71 | -17.18 | 24.34 | 8.37 | 4.39 | 8.24 | 40.58 | 16.88 | -5.10 |
| Sharpe Ratio | NA | 0.55 | 0.67 | 0.49 | 0.62 | NA | NA | … | … | 2.81 | -0.76 | 0.72 | 0.54 | 0.41 | -0.87 | 2.92 | 0.51 | 0.27 | 0.61 | 2.23 | 1.88 | -0.55 |
| Standard Deviation(%) | NA | 19.19 | 20.62 | 23.79 | 19.47 | NA | NA | … | … | 14.35 | 23.85 | 17.92 | 40.18 | 20.26 | 21.24 | 8.17 | 15.90 | 16.40 | 13.50 | 18.16 | 9.04 | 21.13 |
| Draw Down(%) | NA | 16.97 | 22.46 | 37.00 | 37.00 | NA | NA | … | … | 7.41 | 22.46 | 12.82 | 37.00 | 14.85 | 30.22 | 3.92 | 13.71 | 11.19 | 7.72 | 4.72 | 0.43 | 14.35 |
| Yield(%) | 0.00 | 1.38 | 9.24 | 10.34 | 10.06 | 9.33 | 7.00 | … | … | 0.00 | 1.24 | 12.94 | 13.39 | 19.93 | 12.95 | 6.11 | 1.60 | 2.88 | 1.02 | 2.78 | 0.20 | 0.00 |
Data as of 08/04/2023, Common starting date is 08/01/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPFSX (JPMORGAN EQUITY FOCUS FUND SELECT CLASS) |
2.80%
Jul 2020 – Jul 2023 |
5.49%
Jul 2018 – Jul 2023 |
9.17%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPFSX (JPMORGAN EQUITY FOCUS FUND SELECT CLASS) |
25.92%
Dec 2018 – Dec 2021 |
19.41%
Jun 2016 – Jun 2021 |
17.47%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart