Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPIOX (JPMORGAN INTERNATIONAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) | NA | 3.32% | -0.52% | 7.12% | 1.00% | 5.12% | NA | … | … |
Data as of 12/14/2016, Common starting date is 04/11/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPIOX (JPMORGAN INTERNATIONAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) | 04/11/1997 | 12/14/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 3.32 | -0.52 | 7.12 | 1.00 | 5.12 | NA | … | … | 0.35 | 0.80 | -6.66 | 19.87 | 20.08 | -13.14 | 9.22 | 31.47 | -41.44 | 10.79 | 29.39 | 14.27 | 14.02 | 34.98 | -17.23 | -19.07 | -16.28 | 39.91 | 3.84 | 3.83 |
| Sharpe Ratio | NA | 0.17 | -0.02 | 0.44 | 0.02 | NA | NA | … | … | 0.01 | 0.05 | -0.51 | 1.48 | 1.19 | -0.47 | 0.41 | 1.05 | -0.98 | 0.42 | 1.88 | 1.11 | 0.87 | 2.25 | -0.88 | -1.24 | -1.33 | 2.90 | 0.03 | 0.13 |
| Standard Deviation(%) | NA | 18.69 | 16.06 | 15.89 | 23.94 | NA | NA | … | … | 18.42 | 15.80 | 12.98 | 13.40 | 16.91 | 28.10 | 22.30 | 29.83 | 43.05 | 18.42 | 13.96 | 10.92 | 15.07 | 15.25 | 20.84 | 17.50 | 15.24 | 12.66 | 19.61 | 13.56 |
| Draw Down(%) | NA | 15.00 | 22.28 | 22.28 | 58.87 | NA | NA | … | … | 13.47 | 15.28 | 15.25 | 10.14 | 15.17 | 26.89 | 19.56 | 27.90 | 53.65 | 13.18 | 15.65 | 6.83 | 13.28 | 17.57 | 29.05 | 31.58 | 19.84 | 8.78 | 30.61 | 13.66 |
| Yield(%) | 0.00 | 0.59 | 1.45 | 2.38 | 1.79 | 2.66 | 2.27 | … | … | 0.00 | 0.58 | 2.66 | 1.24 | 2.67 | 2.72 | 2.79 | 3.27 | 1.55 | 2.15 | 1.81 | 2.15 | 0.00 | 3.39 | 0.92 | 1.16 | 1.69 | 2.20 | 2.89 | 0.74 |
Data as of 12/14/2016, Common starting date is 04/11/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPIOX (JPMORGAN INTERNATIONAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
-19.77%
Mar 2000 – Mar 2003 |
-8.10%
Mar 1998 – Mar 2003 |
-0.57%
Feb 1999 – Feb 2009 |
2.21%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPIOX (JPMORGAN INTERNATIONAL OPPORTUNITIES FUND INSTITUTIONAL CLASS) |
29.29%
Mar 2003 – Mar 2006 |
21.71%
Sep 2002 – Sep 2007 |
9.71%
Mar 2003 – Mar 2013 |
6.04%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart