Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSSWX (JPMORGAN SMALL CAP CORE FUND CLASS I) | NA | -910,778.41% | nan% | nan% | NA | NA | NA | … | … |
Data as of 07/02/2024, Common starting date is 01/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSSWX (JPMORGAN SMALL CAP CORE FUND CLASS I) | 01/04/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -910,778.41 | nan | nan | NA | NA | NA | … | … | -865,481.18 | 8.99 | -20.91 | 12.79 | 13.67 | 24.36 | -11.92 | 12.63 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.24 | -0.78 | 0.55 | 0.29 | 1.39 | -0.73 | 0.94 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 20.17 | 28.81 | 23.06 | 46.18 | 16.53 | 18.31 | 12.93 |
| Draw Down(%) | NA | 826,834.74 | 686,961.61 | 681,600.74 | NA | NA | NA | … | … | 826,834.74 | 20.26 | 29.00 | 13.77 | 46.68 | 11.19 | 27.61 | 7.07 |
| Yield(%) | 0.00 | 110.13 | 28.94 | 25.20 | 13.96 | 9.31 | 6.98 | … | … | 104.80 | 0.31 | 0.03 | 34.67 | 0.91 | 4.95 | 7.20 | 8.87 |
Data as of 07/02/2024, Common starting date is 01/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSSWX (JPMORGAN SMALL CAP CORE FUND CLASS I) |
-7.11%
Mar 2017 – Mar 2020 |
-0.81%
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 |
|---|---|---|---|---|
| VSSWX (JPMORGAN SMALL CAP CORE FUND CLASS I) |
16.82%
Dec 2018 – Dec 2021 |
7.75%
Mar 2017 – Mar 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart