Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPM-PJ (JPMorgan Chase & Co) | -2.67% | 1.54% | 0.42% | -1.05% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/05/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPM-PJ (JPMorgan Chase & Co) | 11/05/2019 | 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 (%) | -0.52 | 1.54 | 0.42 | -1.05 | NA | NA | NA | … | … | -2.67 | 0.43 | 5.28 | 17.53 | -22.78 | -0.52 | 13.01 | 3.46 |
| Sharpe Ratio | NA | 0.18 | -0.11 | -0.24 | NA | NA | NA | … | … | -1.08 | -0.23 | 0.14 | 0.95 | -1.25 | -0.07 | 0.55 | 5.46 |
| Standard Deviation(%) | NA | 7.99 | 11.41 | 13.35 | NA | NA | NA | … | … | 7.13 | 10.71 | 11.95 | 14.66 | 19.37 | 7.54 | 23.07 | 4.42 |
| Draw Down(%) | NA | 7.81 | 15.34 | 25.99 | NA | NA | NA | … | … | 5.43 | 8.21 | 13.52 | 12.77 | 24.14 | 6.56 | 24.89 | 0.60 |
| Yield(%) | 0.00 | 5.95 | 5.30 | 4.47 | 3.13 | 2.09 | 1.57 | … | … | 2.92 | 5.55 | 5.55 | 6.03 | 4.52 | 4.32 | 4.88 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/05/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPM-PJ (JPMorgan Chase & Co) |
-5.71%
Oct 2020 – Oct 2023 |
-0.92%
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-PJ (JPMorgan Chase & Co) |
7.51%
Oct 2022 – Oct 2025 |
2.71%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart