Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URTCX (JPMORGAN REALTY INCOME FUND CLASS C) | NA | 8.36% | 10.57% | 9.00% | 8.61% | 5.43% | NA | … | … |
Data as of 06/09/2022, Common starting date is 06/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URTCX (JPMORGAN REALTY INCOME FUND CLASS C) | 06/10/2004 | 06/09/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.36 | 10.57 | 9.00 | 8.61 | 5.43 | NA | … | … | -4.86 | 28.56 | -4.87 | 29.05 | -7.93 | 3.13 | 3.52 | 2.03 | 29.99 | 0.02 | 15.67 | 9.79 | 27.12 | 31.02 | -42.82 | -15.26 | 33.44 | 14.95 | 27.92 |
| Sharpe Ratio | NA | 0.36 | 0.34 | 0.34 | 0.39 | NA | NA | … | … | -0.37 | 1.68 | -0.12 | 2.23 | -0.58 | 0.26 | 0.20 | 0.11 | 2.59 | 0.00 | 1.14 | 0.32 | 0.97 | 0.47 | -0.57 | -0.72 | 2.19 | 0.83 | 3.53 |
| Standard Deviation(%) | NA | 22.79 | 29.70 | 24.60 | 20.32 | NA | NA | … | … | 30.13 | 16.96 | 44.00 | 12.40 | 15.94 | 9.70 | 16.86 | 17.90 | 11.56 | 15.67 | 13.85 | 30.32 | 27.84 | 65.86 | 76.10 | 25.35 | 13.80 | 15.48 | 15.33 |
| Draw Down(%) | NA | 17.90 | 41.98 | 41.98 | 41.98 | NA | NA | … | … | 17.90 | 9.52 | 41.98 | 5.82 | 13.82 | 5.89 | 15.65 | 16.98 | 7.46 | 18.06 | 9.12 | 23.19 | 16.67 | 41.40 | 67.25 | 26.28 | 10.18 | 10.72 | 4.69 |
| Yield(%) | 0.00 | 19.68 | 11.16 | 7.89 | 7.43 | 4.96 | 7.28 | … | … | 10.72 | 10.70 | 3.43 | 10.31 | 1.58 | 0.54 | 7.81 | 6.08 | 5.10 | 4.51 | 2.02 | 1.39 | 1.90 | 2.92 | 3.01 | 20.34 | 25.36 | 30.42 | 30.58 |
Data as of 06/09/2022, Common starting date is 06/10/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTCX (JPMORGAN REALTY INCOME FUND CLASS C) |
-26.82%
Mar 2006 – Mar 2009 |
-3.64%
Sep 2006 – Sep 2011 |
2.69%
Jan 2007 – Jan 2017 |
4.58%
Jan 2007 – Jan 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTCX (JPMORGAN REALTY INCOME FUND CLASS C) |
42.89%
Mar 2009 – Mar 2012 |
28.02%
Feb 2009 – Feb 2014 |
16.67%
Mar 2009 – Mar 2019 |
7.62%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart