Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGLFX (JPMorgan LA Municipal Bond Select) | NA | 3.09% | 3.56% | 3.17% | 4.03% | NA | NA | … | … |
Data as of 07/28/2009, Common starting date is 06/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGLFX (JPMorgan LA Municipal Bond Select) | 06/28/1996 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.09 | 3.56 | 3.17 | 4.03 | NA | NA | … | … | 1.94 | 1.96 | 3.89 | 3.92 | 1.24 | 2.72 | 3.79 | 8.74 | 4.33 | 9.32 | -2.01 | 5.61 | 7.43 | 4.05 |
| Sharpe Ratio | NA | 0.69 | 0.57 | 0.44 | 0.75 | NA | NA | … | … | 0.97 | 0.25 | 0.47 | 0.38 | -0.49 | 0.56 | 0.96 | 2.60 | 0.96 | 2.42 | -2.14 | 0.87 | -18.42 | 1.68 |
| Standard Deviation(%) | NA | 4.06 | 3.04 | 2.67 | 2.73 | NA | NA | … | … | 3.42 | 4.04 | 1.85 | 1.64 | 1.90 | 3.16 | 3.23 | 2.94 | 2.13 | 2.18 | 2.45 | 2.63 | 2.58 | 2.82 |
| Draw Down(%) | NA | 6.75 | 6.80 | 6.80 | 6.80 | NA | NA | … | … | 2.97 | 6.80 | 1.55 | 1.01 | 2.10 | 5.49 | 5.24 | 3.37 | 3.03 | 2.26 | 4.42 | 1.65 | 1.65 | 1.18 |
| Yield(%) | 0.00 | 3.74 | 4.03 | 4.00 | 4.25 | NA | NA | … | … | 1.65 | 4.09 | 4.19 | 4.22 | 4.12 | 4.00 | 3.83 | 4.07 | 4.66 | 5.01 | 4.70 | 4.96 | 4.94 | NA |
Data as of 07/28/2009, Common starting date is 06/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGLFX (JPMorgan LA Municipal Bond Select) |
1.45%
May 2003 – May 2006 |
2.17%
Sep 2003 – Sep 2008 |
3.43%
Oct 1998 – Oct 2008 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGLFX (JPMorgan LA Municipal Bond Select) |
8.31%
May 2000 – May 2003 |
5.93%
Jan 2000 – Jan 2005 |
4.61%
Aug 1996 – Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart