Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSSLX (JPMORGAN SMALL CAP CORE FUND CLASS R6) | NA | -917,023.42% | nan% | nan% | 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 |
|---|---|---|
| VSSLX (JPMORGAN SMALL CAP CORE FUND CLASS R6) | 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 | -917,023.42 | nan | nan | NA | NA | NA | … | … | -870,448.53 | 9.23 | -20.71 | 13.06 | 13.94 | 24.64 | -11.67 | 15.35 | 20.20 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.25 | -0.77 | 0.57 | 0.29 | 1.41 | -0.71 | 1.14 | 2.17 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 20.17 | 28.82 | 23.08 | 46.67 | 16.52 | 18.31 | 12.96 | 16.89 |
| Draw Down(%) | NA | 830,916.38 | 694,480.12 | 690,134.21 | NA | NA | NA | … | … | 830,916.38 | 20.12 | 28.92 | 13.61 | 46.67 | 11.11 | 27.54 | 7.05 | 8.22 |
| Yield(%) | 0.00 | 110.32 | 29.07 | 25.42 | 16.85 | 11.24 | 8.43 | … | … | 104.88 | 0.72 | 0.25 | 34.62 | 1.15 | 5.20 | 7.42 | 9.09 | 11.66 |
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 |
|---|---|---|---|---|
| VSSLX (JPMORGAN SMALL CAP CORE FUND CLASS R6) |
-6.87%
Mar 2017 – Mar 2020 |
-0.56%
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 |
|---|---|---|---|---|
| VSSLX (JPMORGAN SMALL CAP CORE FUND CLASS R6) |
17.10%
Dec 2018 – Dec 2021 |
14.49%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart