Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPM-PC (JPMorgan Chase & Co) | 3.55% | 6.44% | 6.13% | 3.61% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/22/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPM-PC (JPMorgan Chase & Co) | 01/22/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 6.44 | 6.13 | 3.61 | NA | NA | NA | … | … | 3.55 | 4.87 | 6.66 | 8.53 | -3.69 | 1.03 | 6.91 | 17.26 |
| Sharpe Ratio | NA | 1.30 | 0.60 | 0.20 | NA | NA | NA | … | … | 1.49 | 0.47 | 0.68 | 0.63 | -0.48 | 0.14 | 0.44 | 2.67 |
| Standard Deviation(%) | NA | 3.87 | 4.92 | 7.01 | NA | NA | NA | … | … | 4.22 | 4.28 | 4.46 | 7.76 | 10.65 | 7.21 | 15.14 | 6.34 |
| Draw Down(%) | NA | 1.94 | 4.59 | 10.41 | NA | NA | NA | … | … | 1.94 | 2.01 | 1.99 | 4.59 | 7.93 | 4.32 | 16.11 | 3.65 |
| Yield(%) | 0.00 | 5.95 | 5.93 | 5.28 | 4.39 | 2.93 | 2.19 | … | … | 2.97 | 5.92 | 5.94 | 6.00 | 5.52 | 5.30 | 5.26 | 5.13 |
Data as of 06/05/2026, Common starting date is 01/22/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPM-PC (JPMorgan Chase & Co) |
0.42%
Oct 2019 – Oct 2022 |
3.39%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPM-PC (JPMorgan Chase & Co) |
7.48%
Oct 2022 – Oct 2025 |
5.40%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart