Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGFRX (JPMorgan Global Opportunities R5) | NA | 22.05% | 6.80% | 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 |
|---|---|---|
| JGFRX (JPMorgan Global Opportunities R5) | 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 | 22.05 | 6.80 | NA | NA | NA | NA | … | … | 16.87 | 18.16 | -15.39 | 13.00 |
| Sharpe Ratio | NA | 1.73 | 0.34 | NA | NA | NA | NA | … | … | 1.66 | 1.19 | -0.55 | 0.92 |
| Standard Deviation(%) | NA | 12.64 | 20.14 | NA | NA | NA | NA | … | … | 12.40 | 15.38 | 27.96 | 21.79 |
| Draw Down(%) | NA | 8.27 | 29.45 | NA | NA | NA | NA | … | … | 8.27 | 12.88 | 29.45 | 11.70 |
| Yield(%) | 0.00 | 2.67 | 2.07 | 1.35 | 0.67 | 0.45 | 0.34 | … | … | 0.00 | 2.94 | 1.66 | 2.10 |
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 |
|---|---|---|---|---|
| JGFRX (JPMorgan Global Opportunities R5) |
8.23%
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 |
|---|---|---|---|---|
| JGFRX (JPMorgan Global Opportunities R5) |
11.15%
Jun 2010 – Jun 2013 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart