Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JPM (JPMorgan Chase & Co.) -2.12% 21.57% 33.97% 16.43% 20.17% 17.77% 13.34% … …
Data as of 06/05/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
Name Start Date End Date
JPM (JPMorgan Chase & Co.) 03/17/1980 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return (%) 4.36 21.57 33.97 16.43 20.17 17.77 13.34 … … -2.12 37.27 44.29 30.63 -12.64 27.75 -5.53 47.26 -6.62 27.49 34.54 8.37 9.88 36.73 36.18 -19.92 2.31 34.37 -25.14 -6.88 25.64 5.72 9.95 60.58 -30.77 -17.34 34.93 9.42 29.68 22.52 52.13 63.76 -10.59 3.88 81.76 97.67 -64.02 -3.63 45.03 -49.41 -6.89 31.52 17.61 8.64 11.47 27.86 25.37
Sharpe Ratio NA 0.60 1.30 0.54 0.66 NA NA … … -0.70 1.38 1.74 1.31 -0.47 1.30 -0.11 2.45 -0.36 1.67 1.40 0.37 0.55 1.92 1.27 -0.49 0.07 0.43 -0.31 -0.38 1.31 0.26 0.52 1.97 -0.56 -0.47 0.50 0.15 0.57 0.65 1.94 2.34 -0.59 0.06 2.35 2.07 -1.55 -0.37 1.31 -1.12 -0.43 1.15 0.33 0.08 0.12 0.74 0.99
Standard Deviation(%) NA 21.45 22.70 24.38 27.34 NA NA … … 24.24 24.96 23.32 20.72 29.83 21.34 54.21 18.68 22.17 16.18 24.58 22.26 17.86 19.11 28.74 40.49 30.75 79.62 83.95 26.72 17.07 13.54 17.13 30.35 56.99 43.13 61.28 39.63 46.00 28.81 24.74 25.54 23.35 28.05 33.42 45.09 44.61 25.86 30.60 47.58 25.77 22.73 31.61 27.44 30.64 23.36 24.97
Draw Down(%) NA 15.47 24.42 38.77 43.63 NA NA … … 15.47 24.42 10.13 13.49 37.93 11.19 43.63 10.30 21.79 11.22 19.09 14.61 12.16 11.21 32.56 39.66 25.37 49.28 54.42 22.73 14.36 12.11 17.52 25.84 59.00 44.08 35.77 25.23 47.73 22.12 12.46 12.28 17.77 21.68 22.19 35.34 67.60 29.79 16.18 58.08 23.53 24.29 29.78 28.83 26.34 23.58 13.93
Yield(%) 0.00 2.25 3.64 2.79 5.79 7.39 5.77 … … 0.92 2.31 2.67 3.00 2.47 2.94 2.55 3.32 2.30 2.91 2.89 2.69 2.68 3.05 3.29 1.84 0.47 1.69 3.60 3.00 3.38 3.47 3.71 5.35 3.74 3.05 2.54 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 0.00 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JPM (JPMorgan Chase & Co.) -27.89%
Oct 1987 – Oct 1990 		-25.02%
Dec 1985 – Dec 1990 		-5.74%
Oct 1980 – Oct 1990 		3.60%
Jan 2001 – Jan 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JPM (JPMorgan Chase & Co.) 58.25%
Oct 1990 – Oct 1993 		41.22%
Oct 1990 – Oct 1995 		35.42%
Oct 1990 – Oct 2000 		22.44%
Dec 1990 – Dec 2005
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return