Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDGUX (JPMorgan Diversified Mid Cap Gr Ultra) | NA | -31.41% | -7.56% | NA | NA | NA | NA | … | … |
Data as of 07/08/2009, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDGUX (JPMorgan Diversified Mid Cap Gr Ultra) | 03/01/2005 | 07/08/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -31.41 | -7.56 | NA | NA | NA | NA | … | … | 9.64 | -43.74 | 16.79 | 11.41 | 9.49 |
| Sharpe Ratio | NA | -0.67 | -0.31 | NA | NA | NA | NA | … | … | 0.56 | -1.04 | 0.81 | 0.56 | 0.72 |
| Standard Deviation(%) | NA | 47.31 | 31.54 | NA | NA | NA | NA | … | … | 34.72 | 42.71 | 16.99 | 14.63 | 12.71 |
| Draw Down(%) | NA | 51.16 | 57.62 | NA | NA | NA | NA | … | … | 21.41 | 55.23 | 10.04 | 14.47 | 7.75 |
| Yield(%) | 0.00 | 1.79 | 11.12 | 8.53 | 4.26 | 2.84 | 2.13 | … | … | 0.00 | 1.63 | 16.26 | 16.71 | 8.24 |
Data as of 07/08/2009, Common starting date is 03/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDGUX (JPMorgan Diversified Mid Cap Gr Ultra) |
-15.23%
Feb 2006 – Feb 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDGUX (JPMorgan Diversified Mid Cap Gr Ultra) |
12.56%
Apr 2005 – Apr 2008 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart