Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VHIBX (JPMORGAN GROWTH ADVANTAGE FUND CLASS B) | NA | 12.02% | 19.18% | 16.85% | 9.92% | NA | NA | … | … |
Data as of 06/26/2015, Common starting date is 04/03/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VHIBX (JPMORGAN GROWTH ADVANTAGE FUND CLASS B) | 04/03/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.02 | 19.18 | 16.85 | 9.92 | NA | NA | … | … | 11.42 | 4.26 | 36.44 | 14.88 | -2.22 | 20.51 | 35.69 | -42.19 | 24.17 | 13.65 | 9.75 | 16.14 | 36.68 | -30.06 | 3.96 |
| Sharpe Ratio | NA | 0.79 | 1.27 | 0.88 | 0.40 | NA | NA | … | … | 1.98 | 0.25 | 2.54 | 0.95 | -0.08 | 0.99 | 1.37 | -1.06 | 1.25 | 0.70 | 0.60 | 0.95 | 1.88 | -1.09 | 0.12 |
| Standard Deviation(%) | NA | 15.17 | 15.12 | 19.05 | 22.48 | NA | NA | … | … | 12.62 | 16.87 | 14.32 | 15.73 | 28.01 | 20.60 | 26.05 | 40.60 | 16.94 | 14.83 | 12.62 | 16.00 | 19.09 | 28.60 | 27.92 |
| Draw Down(%) | NA | 10.66 | 10.66 | 23.21 | 54.27 | NA | NA | … | … | 3.85 | 10.66 | 6.32 | 12.51 | 23.21 | 16.71 | 19.88 | 52.56 | 9.08 | 15.09 | 7.76 | 15.40 | 12.30 | 39.49 | 38.92 |
| Yield(%) | 0.00 | 4.38 | 4.82 | 3.72 | 2.20 | 1.76 | 1.32 | … | … | 0.00 | 4.58 | 6.80 | 0.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.76 | 0.00 | 0.00 | 0.00 |
Data as of 06/26/2015, Common starting date is 04/03/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHIBX (JPMORGAN GROWTH ADVANTAGE FUND CLASS B) |
-12.20%
Feb 2006 – Feb 2009 |
-2.54%
Feb 2004 – Feb 2009 |
3.90%
May 2001 – May 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHIBX (JPMORGAN GROWTH ADVANTAGE FUND CLASS B) |
27.21%
Feb 2009 – Feb 2012 |
23.78%
Feb 2009 – Feb 2014 |
11.27%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart