Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JEIFX (JPMorgan Enhanced Income Instl) | NA | -15.05% | -8.39% | -3.64% | NA | NA | NA | … | … |
Data as of 10/14/2009, Common starting date is 12/17/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JEIFX (JPMorgan Enhanced Income Instl) | 12/17/2001 | 10/14/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.05 | -8.39 | -3.64 | NA | NA | NA | … | … | 0.44 | -24.32 | -0.04 | 5.53 | 3.16 | 1.11 | -1.01 | -0.60 | 0.10 |
| Sharpe Ratio | NA | -2.13 | -1.89 | -1.35 | NA | NA | NA | … | … | 0.07 | -4.12 | -0.92 | 3.39 | 1.16 | 0.21 | -1.83 | -2.23 | 1.75 |
| Standard Deviation(%) | NA | 7.11 | 5.26 | 4.15 | NA | NA | NA | … | … | 6.17 | 6.11 | 3.35 | 0.66 | 0.86 | 0.76 | 0.93 | 0.76 | 0.96 |
| Draw Down(%) | NA | 20.04 | 30.46 | 30.46 | NA | NA | NA | … | … | 5.74 | 24.48 | 4.61 | 0.05 | 0.20 | 0.20 | 1.20 | 0.80 | 0.10 |
| Yield(%) | 0.00 | 2.03 | 3.66 | 3.83 | 1.95 | 1.30 | 0.98 | … | … | 0.72 | 3.78 | 5.56 | 5.39 | 3.72 | 1.20 | 0.00 | 0.00 | 0.00 |
Data as of 10/14/2009, Common starting date is 12/17/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEIFX (JPMorgan Enhanced Income Instl) |
-8.90%
Apr 2006 – Apr 2009 |
-4.33%
Apr 2004 – Apr 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEIFX (JPMorgan Enhanced Income Instl) |
4.07%
Jun 2004 – Jun 2007 |
2.15%
Jul 2002 – Jul 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart