Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGFBX (JPMORGAN SMALL CAP GROWTH FUND CLASS B) | NA | 13.58% | 4.34% | 2.58% | 1.28% | 0.85% | NA | … | … |
Data as of 06/26/2015, Common starting date is 12/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGFBX (JPMORGAN SMALL CAP GROWTH FUND CLASS B) | 12/27/1996 | 06/26/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.58 | 4.34 | 2.58 | 1.28 | 0.85 | NA | … | … | 13.00 | -0.73 | 47.08 | 11.81 | -4.05 | 32.95 | 37.90 | -43.69 | 11.66 | 15.36 | 5.75 | 19.52 | 33.15 | -21.73 | -7.33 | 7.39 | 25.22 | -5.05 | 27.46 | 0.00 |
| Sharpe Ratio | NA | 0.75 | 0.17 | 0.06 | -0.02 | NA | NA | … | … | -0.06 | -0.04 | 3.09 | 0.66 | -0.13 | 1.38 | 1.18 | -1.05 | 0.46 | 0.67 | 0.23 | 1.10 | 1.96 | -0.89 | -0.39 | 0.10 | 1.50 | -0.39 | -1.72 | 41.29 |
| Standard Deviation(%) | NA | 15.29 | 15.29 | 15.29 | 15.29 | NA | NA | … | … | 15.29 | 20.05 | 15.21 | 18.07 | 32.10 | 23.87 | 32.04 | 42.53 | 18.91 | 18.01 | 15.64 | 16.83 | 16.54 | 25.71 | 25.43 | 34.60 | 14.71 | 21.54 | 16.04 | 0.00 |
| Draw Down(%) | NA | 5.60 | 5.60 | 5.60 | 5.60 | NA | NA | … | … | 5.60 | 20.74 | 5.58 | 15.75 | 31.81 | 17.47 | 27.64 | 56.87 | 11.71 | 18.96 | 12.09 | 12.82 | 13.02 | 33.37 | 27.46 | 23.85 | 10.23 | 40.09 | 13.14 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/26/2015, Common starting date is 12/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGFBX (JPMORGAN SMALL CAP GROWTH FUND CLASS B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGFBX (JPMORGAN SMALL CAP GROWTH FUND CLASS B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart