Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSSBX (JPMORGAN SMALL CAP CORE FUND CLASS A) | NA | 3,373,373.44% | 2,856.74% | 722.19% | NA | NA | NA | … | … |
Data as of 07/02/2024, Common starting date is 06/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSSBX (JPMORGAN SMALL CAP CORE FUND CLASS A) | 06/01/2016 | 07/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3,373,373.44 | 2,856.74 | 722.19 | NA | NA | NA | … | … | 3,209,079.97 | 8.71 | -21.10 | 12.53 | 13.36 | 24.27 | -12.11 | 14.80 | 19.82 |
| Sharpe Ratio | NA | 3,272.79 | 4.77 | 1.56 | NA | NA | NA | … | … | 70,483,635.91 | 0.22 | -0.78 | 0.54 | 0.28 | 1.38 | -0.74 | 1.10 | 2.12 |
| Standard Deviation(%) | NA | 1,033.29 | 598.14 | 463.32 | NA | NA | NA | … | … | 1,461.17 | 20.16 | 28.79 | 23.06 | 46.63 | 16.53 | 18.31 | 12.97 | 16.89 |
| Draw Down(%) | NA | 18.00 | 35.88 | 46.71 | NA | NA | NA | … | … | 7.53 | 20.40 | 29.07 | 13.94 | 46.71 | 11.24 | 27.65 | 7.09 | 8.26 |
| Yield(%) | 0.00 | 109.90 | 28.80 | 24.97 | 16.43 | 10.95 | 8.21 | … | … | 104.72 | 0.24 | 0.00 | 34.85 | 0.71 | 4.86 | 7.03 | 8.75 | 11.54 |
Data as of 07/02/2024, Common starting date is 06/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSSBX (JPMORGAN SMALL CAP CORE FUND CLASS A) |
-7.28%
Mar 2017 – Mar 2020 |
-1.02%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSSBX (JPMORGAN SMALL CAP CORE FUND CLASS A) |
2,868.79%
May 2021 – May 2024 |
734.32%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart