Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JXBAX (JPMORGAN ACCESS BALANCED FUND CLASS A) | NA | -1,008,502.09% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 05/16/2024, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JXBAX (JPMORGAN ACCESS BALANCED FUND CLASS A) | 01/06/2010 | 05/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -883,433.33 | -1,008,502.09 | nan | nan | nan | NA | NA | … | … | -925,087.25 | 15.42 | -15.10 | 12.48 | 10.30 | 18.29 | -6.40 | 13.35 | 4.75 | -3.36 | 1.99 | 11.55 | 9.08 | -4.45 | 5.01 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.30 | -1.13 | 1.61 | 0.59 | 2.62 | -0.85 | 3.31 | 0.53 | -0.34 | 0.29 | 1.75 | 1.39 | -0.34 | 0.50 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 8.65 | 14.62 | 7.75 | 16.90 | 6.43 | 9.07 | 3.86 | 8.51 | 9.83 | 6.72 | 6.57 | 6.57 | 13.12 | 9.96 |
| Draw Down(%) | NA | 878,289.02 | 878,289.02 | 878,289.02 | 878,289.02 | NA | NA | … | … | 878,289.02 | 7.06 | 20.20 | 3.46 | 21.15 | 3.08 | 12.99 | 1.25 | 7.38 | 9.36 | 6.90 | 6.17 | 6.02 | 14.63 | 9.53 |
| Yield(%) | 100.01 | 113.71 | 35.92 | 26.63 | 14.73 | 11.56 | 8.67 | … | … | 104.73 | 6.48 | 5.92 | 10.13 | 6.72 | 4.10 | 5.37 | 6.73 | 1.29 | 4.44 | 6.11 | 5.07 | 0.96 | 4.36 | 0.89 |
Data as of 05/16/2024, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXBAX (JPMORGAN ACCESS BALANCED FUND CLASS A) |
1.03%
Feb 2013 – Feb 2016 |
1.51%
Feb 2011 – Feb 2016 |
3.31%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXBAX (JPMORGAN ACCESS BALANCED FUND CLASS A) |
13.64%
Dec 2018 – Dec 2021 |
9.27%
Oct 2016 – Oct 2021 |
6.94%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart