Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JILRX (JPMorgan International Realty R5) | NA | 8.11% | 10.74% | 8.57% | NA | NA | NA | … | … |
Data as of 02/13/2015, Common starting date is 12/05/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JILRX (JPMorgan International Realty R5) | 12/05/2006 | 02/13/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.11 | 10.74 | 8.57 | NA | NA | NA | … | … | 0.00 | 6.38 | 2.60 | 40.21 | -18.11 | 15.90 | 34.68 | -46.14 | -4.36 | 2.91 |
| Sharpe Ratio | NA | 1.49 | 0.87 | 0.53 | NA | NA | NA | … | … | 0.00 | 0.95 | 0.17 | 2.72 | -0.76 | 0.86 | 1.09 | -1.03 | -0.36 | 7.63 |
| Standard Deviation(%) | NA | 5.44 | 12.30 | 16.53 | NA | NA | NA | … | … | NA | 6.72 | 14.72 | 14.92 | 23.75 | 18.45 | 31.63 | 45.41 | 20.55 | 6.49 |
| Draw Down(%) | NA | 5.04 | 17.92 | 25.76 | NA | NA | NA | … | … | 0.00 | 5.48 | 17.92 | 11.27 | 25.76 | 16.14 | 36.14 | 58.69 | 20.12 | 0.85 |
| Yield(%) | 0.00 | 0.00 | 3.58 | 4.74 | 2.60 | 1.74 | 1.30 | … | … | 0.00 | 0.00 | 3.16 | 7.71 | 3.19 | 9.08 | 11.67 | 0.35 | 5.85 | 0.00 |
Data as of 02/13/2015, Common starting date is 12/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JILRX (JPMorgan International Realty R5) |
-17.71%
May 2007 – May 2010 |
-8.99%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JILRX (JPMorgan International Realty R5) |
25.35%
Feb 2009 – Feb 2012 |
19.35%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart