Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JXBSX (JPMORGAN ACCESS BALANCED FUND SELECT CLASS) | NA | 350,709.56% | 1,401.67% | 432.23% | 135.09% | NA | NA | … | … |
Data as of 05/16/2024, Common starting date is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JXBSX (JPMORGAN ACCESS BALANCED FUND SELECT CLASS) | 10/02/2009 | 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 306,438.46 | 350,709.56 | 1,401.67 | 432.23 | 135.09 | NA | NA | … | … | 321,144.83 | 15.76 | -15.67 | 13.87 | 10.48 | 18.63 | -6.18 | 13.67 | 5.03 | -3.16 | 2.35 | 11.80 | 9.26 | -4.07 | 6.07 | 4.67 |
| Sharpe Ratio | NA | 436.90 | 3.02 | 1.20 | 0.53 | NA | NA | … | … | 153,446,837.62 | 1.35 | -1.17 | 1.07 | 0.61 | 2.66 | -0.83 | 3.37 | 0.57 | -0.33 | 0.35 | 1.79 | 1.42 | -0.31 | 0.61 | 2.19 |
| Standard Deviation(%) | NA | 802.72 | 463.61 | 359.34 | 254.26 | NA | NA | … | … | 1,307.33 | 8.62 | 14.62 | 12.96 | 16.86 | 6.48 | 9.06 | 3.88 | 8.50 | 9.76 | 6.67 | 6.56 | 6.54 | 13.08 | 9.88 | 9.29 |
| Draw Down(%) | NA | 6.99 | 24.55 | 24.55 | 24.55 | NA | NA | … | … | 3.74 | 6.99 | 20.55 | 8.17 | 21.11 | 3.08 | 12.75 | 1.19 | 7.37 | 9.23 | 6.78 | 6.11 | 5.95 | 14.49 | 9.58 | 3.58 |
| Yield(%) | 100.03 | 113.99 | 36.15 | 26.88 | 14.98 | 12.47 | 9.35 | … | … | 104.83 | 6.74 | 6.13 | 10.37 | 6.95 | 4.37 | 5.57 | 7.05 | 1.56 | 4.69 | 6.36 | 5.31 | 1.28 | 4.61 | 1.01 | 0.00 |
Data as of 05/16/2024, Common starting date is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXBSX (JPMORGAN ACCESS BALANCED FUND SELECT CLASS) |
1.28%
Feb 2013 – Feb 2016 |
1.77%
Feb 2011 – Feb 2016 |
3.58%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXBSX (JPMORGAN ACCESS BALANCED FUND SELECT CLASS) |
14.28%
Dec 2018 – Dec 2021 |
9.74%
Dec 2016 – Dec 2021 |
7.30%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart