Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGUIX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND SELECT CLASS) | NA | -0.45% | 0.63% | 0.70% | 1.71% | 2.03% | NA | … | … |
Data as of 10/31/2017, Common starting date is 05/20/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGUIX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND SELECT CLASS) | 05/20/1998 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.45 | 0.63 | 0.70 | 1.71 | 2.03 | NA | … | … | 1.27 | -0.48 | 1.25 | 1.56 | -0.06 | 1.03 | 2.89 | 1.04 | 5.14 | 2.76 | 3.91 | 3.05 | 1.27 | 1.57 | 3.02 | 5.47 | 5.10 | 5.75 | 1.21 | 3.33 |
| Sharpe Ratio | NA | -0.73 | 0.31 | 0.47 | 1.23 | NA | NA | … | … | 1.23 | -0.42 | 1.08 | 1.50 | -0.08 | 1.23 | 2.90 | 0.80 | 4.26 | 0.98 | 1.08 | -0.39 | -1.00 | 0.38 | 1.16 | 3.18 | 3.17 | 1.23 | -1.44 | 2.53 |
| Standard Deviation(%) | NA | 1.35 | 1.24 | 1.15 | 1.21 | NA | NA | … | … | 0.76 | 1.60 | 1.13 | 1.03 | 1.07 | 0.80 | 0.99 | 1.18 | 1.18 | 1.86 | 0.82 | 0.63 | 0.90 | 1.63 | 2.00 | 1.37 | 0.89 | 1.39 | 1.40 | 0.89 |
| Draw Down(%) | NA | 2.70 | 3.42 | 3.42 | 3.42 | NA | NA | … | … | 0.57 | 3.42 | 1.60 | 0.75 | 1.90 | 0.65 | 0.93 | 1.54 | 0.57 | 2.58 | 0.24 | 0.20 | 0.77 | 2.75 | 1.78 | 1.54 | 0.96 | 0.30 | 0.89 | 0.29 |
| Yield(%) | 0.00 | 1.23 | 1.12 | 0.99 | 1.46 | 1.89 | 2.29 | … | … | 0.50 | 1.70 | 0.96 | 0.80 | 0.79 | 1.02 | 1.35 | 1.32 | 2.06 | 3.02 | 3.16 | 2.81 | 2.61 | 2.41 | 2.79 | 3.01 | 4.02 | 4.39 | 3.85 | 2.50 |
Data as of 10/31/2017, Common starting date is 05/20/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGUIX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND SELECT CLASS) |
0.51%
Aug 2010 – Aug 2013 |
0.66%
Nov 2011 – Nov 2016 |
1.74%
Sep 2007 – Sep 2017 |
1.97%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGUIX (JPMORGAN SHORT-INTERMEDIATE MUNICIPAL BOND FUND SELECT CLASS) |
5.72%
May 2000 – May 2003 |
4.47%
Jun 1998 – Jun 2003 |
3.72%
Feb 2000 – Feb 2010 |
2.99%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison Chart