Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGREX (JPMORGAN SMALL CAP CORE FUND CLASS R4) | NA | -1,174,828.58% | nan% | nan% | NA | NA | NA | … | … |
Data as of 07/02/2024, Common starting date is 08/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGREX (JPMORGAN SMALL CAP CORE FUND CLASS R4) | 08/01/2017 | 07/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1,174,828.58 | nan | nan | NA | NA | NA | … | … | -1,116,248.84 | 8.97 | -20.89 | 12.80 | 13.67 | 24.35 | -11.90 | 8.22 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.24 | -0.78 | 0.55 | 0.29 | 1.38 | -0.72 | 1.74 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 20.16 | 28.73 | 23.06 | 46.17 | 16.58 | 18.31 | 11.55 |
| Draw Down(%) | NA | 1,066,415.85 | 886,114.30 | 879,201.96 | NA | NA | NA | … | … | 1,066,415.85 | 20.26 | 29.00 | 13.76 | 46.68 | 11.18 | 27.61 | 5.43 |
| Yield(%) | 0.00 | 110.13 | 28.95 | 25.20 | 13.42 | 8.95 | 6.71 | … | … | 104.79 | 0.42 | 0.00 | 34.66 | 0.92 | 4.98 | 7.20 | 8.49 |
Data as of 07/02/2024, Common starting date is 08/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGREX (JPMORGAN SMALL CAP CORE FUND CLASS R4) |
-6.91%
Apr 2021 – Apr 2024 |
-0.80%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGREX (JPMORGAN SMALL CAP CORE FUND CLASS R4) |
16.82%
Dec 2018 – Dec 2021 |
6.57%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart