Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JEERX (JPMORGAN EMERGING ECONOMIES FUND CLASS R5) | NA | 17.26% | 6.96% | 2.40% | 3.72% | NA | NA | … | … |
Data as of 10/29/2019, Common starting date is 12/19/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JEERX (JPMORGAN EMERGING ECONOMIES FUND CLASS R5) | 12/19/2008 | 10/29/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 17.26 | 6.96 | 2.40 | 3.72 | NA | NA | … | … | 14.13 | -19.60 | 37.17 | 9.60 | -14.48 | -5.63 | -3.32 | 19.74 | -19.77 | 26.80 | 78.53 | -0.79 |
| Sharpe Ratio | NA | 0.99 | 0.40 | 0.11 | 0.19 | NA | NA | … | … | 1.03 | -1.18 | 3.59 | 0.55 | -0.80 | -0.45 | -0.23 | 1.13 | -0.76 | 1.24 | 2.52 | -1.02 |
| Standard Deviation(%) | NA | 15.94 | 14.72 | 15.92 | 17.67 | NA | NA | … | … | 15.35 | 17.75 | 10.24 | 17.08 | 18.08 | 12.67 | 14.36 | 17.50 | 25.90 | 21.61 | 31.17 | 24.42 |
| Draw Down(%) | NA | 11.33 | 28.45 | 34.06 | 39.64 | NA | NA | … | … | 11.33 | 28.45 | 5.21 | 12.92 | 27.75 | 16.97 | 17.04 | 17.33 | 31.44 | 16.95 | 24.50 | 4.08 |
| Yield(%) | 0.00 | 3.14 | 2.38 | 1.68 | 1.64 | 1.97 | 1.48 | … | … | 0.00 | 2.39 | 2.61 | 1.69 | 0.00 | 1.95 | 1.38 | 1.35 | 0.00 | 0.00 | 4.55 | 4.41 |
Data as of 10/29/2019, Common starting date is 12/19/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEERX (JPMORGAN EMERGING ECONOMIES FUND CLASS R5) |
-10.63%
Feb 2013 – Feb 2016 |
-6.58%
Feb 2011 – Feb 2016 |
3.25%
Sep 2009 – Sep 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEERX (JPMORGAN EMERGING ECONOMIES FUND CLASS R5) |
37.06%
Feb 2009 – Feb 2012 |
18.84%
Feb 2009 – Feb 2014 |
10.18%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart