Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTACX (JPMORGAN TAX AWARE INCOME OPPORTUNITIES FUND CLASS C) | NA | 0.38% | 0.44% | 0.12% | 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 |
|---|---|---|
| JTACX (JPMORGAN TAX AWARE INCOME OPPORTUNITIES FUND CLASS C) | 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 (%) | 0.10 | 0.38 | 0.44 | 0.12 | NA | NA | NA | … | … | -0.33 | 1.65 | 0.24 | -0.31 | -0.03 | -0.19 | 1.92 | 1.85 |
| Sharpe Ratio | NA | -0.63 | 0.00 | -0.17 | NA | NA | NA | … | … | -2.74 | 1.05 | 0.02 | -0.48 | -0.07 | -0.21 | 0.20 | 1.46 |
| Standard Deviation(%) | NA | 0.84 | 0.90 | 0.86 | NA | NA | NA | … | … | 0.77 | 0.94 | 1.00 | 0.70 | 0.67 | 1.04 | 9.20 | 1.51 |
| Draw Down(%) | NA | 0.94 | 1.77 | 1.77 | NA | NA | NA | … | … | 0.61 | 0.74 | 1.77 | 0.69 | 0.49 | 1.26 | 6.23 | 1.75 |
| Yield(%) | 0.00 | 1.27 | 1.03 | 0.82 | 0.56 | 0.37 | 0.28 | … | … | 0.47 | 1.24 | 0.84 | 0.88 | 0.17 | 0.60 | 0.33 | 1.05 |
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 |
|---|---|---|---|---|
| JTACX (JPMORGAN TAX AWARE INCOME OPPORTUNITIES FUND CLASS C) |
-0.33%
Feb 2013 – Feb 2016 |
0.10%
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 |
|---|---|---|---|---|
| JTACX (JPMORGAN TAX AWARE INCOME OPPORTUNITIES FUND CLASS C) |
1.24%
Sep 2011 – Sep 2014 |
0.84%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart