Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JXGIX (JPMORGAN ACCESS GROWTH FUND INSTITUTIONAL CLASS) | NA | -16.28% | -5.26% | -3.62% | -1.00% | NA | NA | … | … |
Data as of 04/14/2020, Common starting date is 12/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JXGIX (JPMORGAN ACCESS GROWTH FUND INSTITUTIONAL CLASS) | 12/01/2009 | 04/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -16.28 | -5.26 | -3.62 | -1.00 | NA | NA | … | … | -19.02 | 16.26 | -13.63 | 9.44 | 3.70 | -5.90 | -6.51 | 10.83 | 10.47 | -11.69 | 7.61 | 0.84 |
| Sharpe Ratio | NA | -0.82 | -0.41 | -0.32 | -0.10 | NA | NA | … | … | -1.44 | 1.59 | -1.11 | 1.19 | 0.31 | -0.49 | -0.64 | 1.16 | 1.12 | -0.61 | 0.58 | 1.80 |
| Standard Deviation(%) | NA | 21.23 | 15.33 | 13.82 | 13.32 | NA | NA | … | … | 37.04 | 9.32 | 13.48 | 7.41 | 11.24 | 12.00 | 10.25 | 9.27 | 9.41 | 19.26 | 12.90 | 5.86 |
| Draw Down(%) | NA | 27.08 | 28.75 | 28.75 | 28.75 | NA | NA | … | … | 27.08 | 4.60 | 20.94 | 5.58 | 9.66 | 11.79 | 11.21 | 7.28 | 8.84 | 20.44 | 11.90 | 1.23 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.02 | 0.01 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 0.00 |
Data as of 04/14/2020, Common starting date is 12/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXGIX (JPMORGAN ACCESS GROWTH FUND INSTITUTIONAL CLASS) |
-4.51%
Mar 2017 – Mar 2020 |
-2.92%
Dec 2013 – Dec 2018 |
-0.49%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXGIX (JPMORGAN ACCESS GROWTH FUND INSTITUTIONAL CLASS) |
7.02%
Sep 2011 – Sep 2014 |
3.69%
Jun 2010 – Jun 2015 |
1.85%
Jan 2010 – Jan 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart