Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGFAX (JPMorgan Global Opportunities A) | NA | 21.56% | 6.34% | NA | NA | NA | NA | … | … |
Data as of 10/30/2013, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGFAX (JPMorgan Global Opportunities A) | 05/04/2010 | 10/30/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 21.56 | 6.34 | NA | NA | NA | NA | … | … | 16.49 | 17.62 | -15.70 | 12.62 |
| Sharpe Ratio | NA | 1.69 | 0.31 | NA | NA | NA | NA | … | … | 1.61 | 1.16 | -0.56 | 0.89 |
| Standard Deviation(%) | NA | 12.66 | 20.07 | NA | NA | NA | NA | … | … | 12.43 | 15.31 | 27.87 | 21.82 |
| Draw Down(%) | NA | 8.27 | 29.53 | NA | NA | NA | NA | … | … | 8.27 | 12.95 | 29.53 | 11.78 |
| Yield(%) | 0.00 | 2.22 | 1.67 | 1.09 | 0.54 | 0.36 | 0.27 | … | … | 0.00 | 2.43 | 1.11 | 1.89 |
Data as of 10/30/2013, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGFAX (JPMorgan Global Opportunities A) |
7.74%
Sep 2010 – Sep 2013 |
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 |
|---|---|---|---|---|
| JGFAX (JPMorgan Global Opportunities A) |
10.68%
Jun 2010 – Jun 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart