Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLOMX (JPMORGAN OHIO MUNICIPAL BOND FUND CLASS I) | NA | -0.09% | 0.67% | 1.13% | 2.99% | 3.08% | 3.60% | … | … |
Data as of 12/28/2017, Common starting date is 07/30/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLOMX (JPMORGAN OHIO MUNICIPAL BOND FUND CLASS I) | 07/30/1991 | 12/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.53 | -0.09 | 0.67 | 1.13 | 2.99 | 3.08 | 3.60 | … | … | -0.28 | -0.06 | 2.10 | 5.38 | -1.40 | 4.12 | 8.11 | 2.31 | 8.00 | 2.02 | 3.86 | 3.66 | 1.70 | 2.79 | 4.09 | 8.81 | 4.62 | 9.01 | -2.08 | 5.69 | 7.49 | 4.19 | 13.31 | -4.69 | 11.33 | 8.55 | 4.96 |
| Sharpe Ratio | NA | -0.18 | 0.15 | 0.39 | 1.08 | NA | NA | … | … | -0.23 | -0.12 | 1.38 | 3.58 | -0.58 | 2.35 | 4.01 | 1.00 | 2.84 | 0.27 | 0.46 | 0.25 | -0.28 | 0.59 | 1.20 | 2.96 | 1.14 | 2.26 | -2.10 | 0.89 | -17.51 | 0.18 | 2.67 | -1.59 | 3.19 | 2.23 | 6.01 |
| Standard Deviation(%) | NA | 3.91 | 2.71 | 2.47 | 2.57 | NA | NA | … | … | 3.92 | 2.15 | 1.50 | 1.50 | 2.46 | 1.75 | 2.01 | 2.21 | 2.78 | 3.98 | 1.82 | 1.45 | 1.69 | 3.14 | 2.83 | 2.61 | 2.06 | 2.20 | 2.53 | 2.66 | 2.72 | 3.75 | 3.55 | 4.81 | 2.89 | 2.74 | 1.46 |
| Draw Down(%) | NA | 4.19 | 4.55 | 4.67 | 6.74 | NA | NA | … | … | 4.19 | 4.55 | 1.94 | 1.15 | 4.67 | 1.68 | 1.94 | 4.06 | 2.49 | 6.74 | 1.42 | 0.93 | 1.86 | 5.06 | 4.54 | 2.85 | 3.23 | 2.35 | 4.60 | 1.62 | 1.89 | 3.50 | 2.02 | 8.70 | 2.33 | 3.36 | 0.39 |
| Yield(%) | 0.00 | 3.05 | 3.48 | 3.40 | 3.61 | 3.62 | 3.92 | … | … | 2.78 | 3.49 | 4.13 | 4.04 | 3.07 | 3.02 | 3.62 | 3.43 | 3.73 | 4.00 | 4.04 | 4.12 | 4.01 | 3.97 | 3.75 | 4.18 | 4.82 | 5.17 | 4.78 | 4.99 | 5.24 | 5.10 | 5.47 | 4.76 | 4.91 | 5.32 | 2.81 |
Data as of 12/28/2017, Common starting date is 07/30/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLOMX (JPMORGAN OHIO MUNICIPAL BOND FUND CLASS I) |
1.54%
Nov 2012 – Nov 2015 |
1.62%
Nov 2012 – Nov 2017 |
3.28%
Nov 2006 – Nov 2016 |
3.33%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLOMX (JPMORGAN OHIO MUNICIPAL BOND FUND CLASS I) |
8.39%
May 2000 – May 2003 |
6.79%
Nov 1991 – Nov 1996 |
6.14%
Aug 1991 – Aug 2001 |
5.33%
Aug 1991 – Aug 2006 |
Annualized Rolling Returns Comparison Chart