Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPMIX (JPMorgan Macro Opportunities Fund Class I) | NA | -12.43% | NA | NA | NA | NA | NA | … | … |
Data as of 11/11/2022, Common starting date is 04/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPMIX (JPMorgan Macro Opportunities Fund Class I) | 04/16/2020 | 11/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -12.43 | NA | NA | NA | NA | NA | … | … | -11.40 | 3.14 | 7.98 |
| Sharpe Ratio | NA | -2.12 | NA | NA | NA | NA | NA | … | … | -2.15 | 0.56 | 2.20 |
| Standard Deviation(%) | NA | 6.32 | NA | NA | NA | NA | NA | … | … | 6.61 | 5.56 | 5.12 |
| Draw Down(%) | NA | 13.21 | NA | NA | NA | NA | NA | … | … | 11.93 | 3.77 | 1.81 |
| Yield(%) | 0.00 | 1.27 | 0.48 | 0.29 | 0.14 | 0.10 | 0.07 | … | … | 0.00 | 1.34 | 0.00 |
Data as of 11/11/2022, Common starting date is 04/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPMIX (JPMorgan Macro Opportunities Fund Class I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPMIX (JPMorgan Macro Opportunities Fund Class I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart