Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JATCX (JPMorgan Strategic Preservation C) | NA | 1.59% | 3.24% | 2.82% | NA | NA | NA | … | … |
Data as of 02/13/2015, Common starting date is 05/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JATCX (JPMorgan Strategic Preservation C) | 05/05/2009 | 02/13/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.59 | 3.24 | 2.82 | NA | NA | NA | … | … | 0.00 | 1.80 | 8.95 | 0.28 | -0.24 | 3.57 | 2.32 |
| Sharpe Ratio | NA | 0.53 | 0.88 | 0.83 | NA | NA | NA | … | … | 0.00 | 0.53 | 1.86 | 0.09 | -0.07 | 1.24 | 1.18 |
| Standard Deviation(%) | NA | 2.98 | 3.63 | 3.46 | NA | NA | NA | … | … | 0.00 | 3.35 | 4.80 | 2.40 | 3.64 | 2.81 | 2.92 |
| Draw Down(%) | NA | 4.33 | 4.81 | 4.81 | NA | NA | NA | … | … | 0.00 | 4.33 | 4.81 | 3.12 | 3.05 | 2.16 | 1.52 |
| Yield(%) | 0.00 | 0.00 | 1.51 | 2.50 | 1.28 | 0.85 | 0.64 | … | … | 0.00 | 0.00 | 2.97 | 1.64 | 7.82 | 0.00 | 0.00 |
Data as of 02/13/2015, Common starting date is 05/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JATCX (JPMorgan Strategic Preservation C) |
0.89%
Nov 2009 – Nov 2012 |
2.72%
Nov 2009 – Nov 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JATCX (JPMorgan Strategic Preservation C) |
3.61%
Dec 2011 – Dec 2014 |
2.98%
Oct 2009 – Oct 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart