Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIBUX (JPMorgan Intermediate Bond Ult) | NA | 7.04% | 6.21% | NA | NA | NA | NA | … | … |
Data as of 07/28/2009, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIBUX (JPMorgan Intermediate Bond Ult) | 03/01/2005 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.04 | 6.21 | NA | NA | NA | NA | … | … | 4.91 | 3.65 | 6.87 | 4.34 | 1.66 |
| Sharpe Ratio | NA | 1.55 | 1.13 | NA | NA | NA | NA | … | … | 2.39 | 0.55 | 1.18 | 0.43 | -0.10 |
| Standard Deviation(%) | NA | 4.35 | 3.87 | NA | NA | NA | NA | … | … | 3.64 | 4.93 | 3.27 | 2.46 | 2.85 |
| Draw Down(%) | NA | 4.14 | 4.14 | NA | NA | NA | NA | … | … | 1.39 | 4.14 | 1.69 | 1.16 | 1.80 |
| Yield(%) | 0.00 | 5.05 | 5.09 | 4.16 | 2.08 | 1.39 | 1.04 | … | … | 2.42 | 5.14 | 5.03 | 4.96 | 3.53 |
Data as of 07/28/2009, Common starting date is 03/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIBUX (JPMorgan Intermediate Bond Ult) |
3.79%
Oct 2005 – Oct 2008 |
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 |
|---|---|---|---|---|
| JIBUX (JPMorgan Intermediate Bond Ult) |
6.59%
Jun 2006 – Jun 2009 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart