Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPINX (JPMORGAN REALTY INCOME FUND CLASS R6) | NA | 8.24% | 11.26% | 9.84% | NA | NA | NA | … | … |
Data as of 06/09/2022, Common starting date is 11/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPINX (JPMORGAN REALTY INCOME FUND CLASS R6) | 11/03/2015 | 06/09/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.24 | 11.26 | 9.84 | NA | NA | NA | … | … | -5.56 | 29.56 | -3.83 | 19.11 | -8.07 | 4.23 | 4.53 | -0.59 |
| Sharpe Ratio | NA | 0.36 | 0.37 | 0.37 | NA | NA | NA | … | … | -0.43 | 1.79 | -0.09 | 1.19 | -0.59 | 0.37 | 0.25 | -0.21 |
| Standard Deviation(%) | NA | 22.09 | 29.50 | 24.45 | NA | NA | NA | … | … | 29.29 | 16.54 | 43.92 | 14.95 | 16.05 | 9.73 | 16.91 | 17.46 |
| Draw Down(%) | NA | 17.88 | 41.93 | 41.93 | NA | NA | NA | … | … | 17.88 | 9.32 | 41.93 | 11.86 | 14.55 | 5.86 | 15.44 | 5.43 |
| Yield(%) | 0.00 | 19.34 | 11.48 | 8.47 | 5.18 | 3.45 | 2.59 | … | … | 10.18 | 11.22 | 4.13 | 10.96 | 2.31 | 1.26 | 8.10 | 5.89 |
Data as of 06/09/2022, Common starting date is 11/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPINX (JPMORGAN REALTY INCOME FUND CLASS R6) |
-1.09%
Mar 2017 – Mar 2020 |
4.89%
Dec 2015 – Dec 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPINX (JPMORGAN REALTY INCOME FUND CLASS R6) |
20.78%
Dec 2018 – Dec 2021 |
11.31%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart