Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URTLX (JPMORGAN REALTY INCOME FUND CLASS L) | NA | 8.28% | 11.19% | 9.78% | 9.48% | 6.32% | 9.81% | … | … |
Data as of 06/09/2022, Common starting date is 12/14/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URTLX (JPMORGAN REALTY INCOME FUND CLASS L) | 12/14/1998 | 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 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.28 | 11.19 | 9.78 | 9.48 | 6.32 | 9.81 | … | … | -5.46 | 40.59 | -4.00 | 30.25 | -7.10 | 4.07 | 4.47 | 3.00 | 31.09 | 0.91 | 16.73 | 10.80 | 28.22 | 32.41 | -42.32 | -14.51 | 34.72 | 15.96 | 32.41 | 33.64 | 4.50 | 10.03 | 31.55 | -0.39 | 2.08 |
| Sharpe Ratio | NA | 0.36 | 0.36 | 0.37 | 0.44 | NA | NA | … | … | -0.42 | 2.62 | -0.10 | 2.33 | -0.53 | 0.35 | 0.25 | 0.17 | 2.67 | 0.06 | 1.22 | 0.36 | 1.01 | 0.49 | -0.57 | -0.69 | 2.28 | 0.89 | 1.80 | 2.84 | 0.24 | 0.76 | 2.55 | -0.22 | 6.69 |
| Standard Deviation(%) | NA | 22.50 | 29.64 | 24.55 | 20.30 | NA | NA | … | … | 29.37 | 15.49 | 44.04 | 12.36 | 15.95 | 9.74 | 16.90 | 17.92 | 11.66 | 15.71 | 13.82 | 30.34 | 27.80 | 65.86 | 75.96 | 25.29 | 13.84 | 15.47 | 17.44 | 11.61 | 13.97 | 10.37 | 10.78 | 16.42 | 7.62 |
| Draw Down(%) | NA | 17.95 | 41.98 | 41.98 | 41.98 | NA | NA | … | … | 17.95 | 6.57 | 41.98 | 5.67 | 13.57 | 5.87 | 15.41 | 16.56 | 7.40 | 17.86 | 8.95 | 23.09 | 16.53 | 41.28 | 67.02 | 25.67 | 10.06 | 10.57 | 18.63 | 7.03 | 15.87 | 11.10 | 7.14 | 15.05 | 0.74 |
| Yield(%) | 0.00 | 19.26 | 11.39 | 8.37 | 8.09 | 5.42 | 9.70 | … | … | 10.16 | 11.10 | 4.06 | 10.85 | 2.24 | 1.10 | 8.04 | 6.57 | 5.51 | 5.14 | 2.71 | 2.08 | 2.73 | 3.90 | 3.67 | 20.83 | 25.96 | 31.11 | 32.92 | 2.15 | 5.00 | 3.58 | 3.87 | 4.49 | 2.49 |
Data as of 06/09/2022, Common starting date is 12/14/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTLX (JPMORGAN REALTY INCOME FUND CLASS L) |
-26.13%
Mar 2006 – Mar 2009 |
-9.02%
Mar 2004 – Mar 2009 |
3.64%
Jan 2007 – Jan 2017 |
5.54%
Jan 2007 – Jan 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTLX (JPMORGAN REALTY INCOME FUND CLASS L) |
44.20%
Mar 2009 – Mar 2012 |
29.19%
Feb 2009 – Feb 2014 |
17.72%
Mar 2009 – Mar 2019 |
13.16%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart