Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTAAX (JPMORGAN TAX AWARE INCOME OPPORTUNITIES FUND CLASS A) | NA | 1.03% | 1.01% | 0.74% | NA | NA | NA | … | … |
Data as of 05/08/2018, Common starting date is 03/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTAAX (JPMORGAN TAX AWARE INCOME OPPORTUNITIES FUND CLASS A) | 03/02/2011 | 05/08/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 1.03 | 1.01 | 0.74 | NA | NA | NA | … | … | -0.16 | 2.26 | 0.72 | 0.37 | 0.70 | 0.50 | 2.45 | 2.50 |
| Sharpe Ratio | NA | 0.18 | 0.68 | 0.56 | NA | NA | NA | … | … | -1.61 | 1.85 | 0.55 | 0.46 | 0.98 | 0.45 | 0.26 | 2.04 |
| Standard Deviation(%) | NA | 0.90 | 0.88 | 0.86 | NA | NA | NA | … | … | 0.97 | 0.88 | 0.93 | 0.74 | 0.70 | 1.03 | 9.17 | 1.46 |
| Draw Down(%) | NA | 0.63 | 1.70 | 1.70 | NA | NA | NA | … | … | 0.43 | 0.55 | 1.70 | 0.49 | 0.40 | 1.11 | 6.22 | 1.69 |
| Yield(%) | 0.01 | 1.76 | 1.59 | 1.27 | 0.90 | 0.60 | 0.45 | … | … | 0.63 | 1.75 | 1.41 | 1.44 | 0.40 | 0.98 | 0.86 | 1.39 |
Data as of 05/08/2018, Common starting date is 03/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTAAX (JPMORGAN TAX AWARE INCOME OPPORTUNITIES FUND CLASS A) |
0.34%
Feb 2013 – Feb 2016 |
0.70%
Apr 2013 – Apr 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTAAX (JPMORGAN TAX AWARE INCOME OPPORTUNITIES FUND CLASS A) |
1.85%
Sep 2011 – Sep 2014 |
1.47%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart