Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPIVF (JPMorgan Indian Investment Trust plc) | NA | 1.35% | 6.24% | 11.20% | 3.93% | 2.22% | NA | … | … |
Data as of 11/07/2025, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPIVF (JPMorgan Indian Investment Trust plc) | 10/18/2010 | 11/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.35 | 1.35 | 6.24 | 11.20 | 3.93 | 2.22 | NA | … | … | 1.35 | 18.19 | 0.11 | -4.52 | 9.10 | 3.64 | 1.15 | -9.84 | 28.67 | -3.23 | 38.39 | 0.00 | 5.66 | -7.02 | -22.97 | -5.01 |
| Sharpe Ratio | NA | -1.22 | 0.29 | 0.41 | 0.10 | NA | NA | … | … | -0.95 | 0.70 | -39.58 | -0.52 | 1.32 | 0.06 | -0.32 | -1.07 | 1.88 | -0.66 | 1.18 | 0.00 | 1.41 | -0.83 | -1.06 | -0.87 |
| Standard Deviation(%) | NA | 1.34 | 9.70 | 21.72 | 24.18 | NA | NA | … | … | 1.45 | 16.78 | 0.11 | 11.40 | 10.80 | 61.12 | 0.81 | 10.38 | 15.02 | 5.16 | 32.49 | NA | 3.98 | 8.55 | 21.62 | 25.46 |
| Draw Down(%) | NA | 0.00 | 0.00 | 22.11 | 45.08 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 9.52 | 0.00 | 39.77 | 0.00 | 9.84 | 0.00 | 4.77 | 0.00 | 0.00 | 0.00 | 10.32 | 22.97 | 9.76 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 1.33 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/07/2025, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPIVF (JPMorgan Indian Investment Trust plc) |
-16.64%
Jun 2017 – Jun 2020 |
-7.32%
May 2015 – May 2020 |
0.36%
Nov 2010 – Nov 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPIVF (JPMorgan Indian Investment Trust plc) |
21.52%
May 2020 – May 2023 |
16.22%
Mar 2020 – Mar 2025 |
7.22%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart