Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSPSX (JPMorgan Strategic Preservation Select) | NA | 2.02% | 3.91% | 3.53% | NA | NA | NA | … | … |
Data as of 02/13/2015, Common starting date is 05/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSPSX (JPMorgan Strategic Preservation Select) | 05/05/2009 | 02/13/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.02 | 3.91 | 3.53 | NA | NA | NA | … | … | 0.00 | 2.29 | 9.77 | 1.04 | 0.49 | 4.37 | 2.81 |
| Sharpe Ratio | NA | 0.66 | 1.06 | 1.03 | NA | NA | NA | … | … | 0.00 | 0.67 | 2.02 | 0.42 | 0.13 | 1.56 | 1.45 |
| Standard Deviation(%) | NA | 3.02 | 3.64 | 3.45 | NA | NA | NA | … | … | 0.00 | 3.38 | 4.83 | 2.36 | 3.61 | 2.75 | 2.89 |
| Draw Down(%) | NA | 4.23 | 4.64 | 4.64 | NA | NA | NA | … | … | 0.00 | 4.23 | 4.64 | 2.98 | 2.86 | 2.07 | 1.52 |
| Yield(%) | 0.00 | 0.00 | 1.98 | 2.77 | 1.43 | 0.95 | 0.71 | … | … | 0.00 | 0.00 | 3.24 | 2.79 | 7.71 | 0.00 | 0.00 |
Data as of 02/13/2015, Common starting date is 05/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSPSX (JPMorgan Strategic Preservation Select) |
1.63%
Nov 2009 – Nov 2012 |
3.45%
Nov 2009 – Nov 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSPSX (JPMorgan Strategic Preservation Select) |
4.30%
Dec 2011 – Dec 2014 |
3.72%
Oct 2009 – Oct 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart