Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIRCX (JPMorgan International Realty C) | NA | 7.55% | 9.88% | 7.73% | 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 |
|---|---|---|
| JIRCX (JPMorgan International Realty C) | 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 | 7.55 | 9.88 | 7.73 | NA | NA | NA | … | … | 0.00 | 5.69 | 1.73 | 39.00 | -19.01 | 15.32 | 33.39 | -46.64 | -5.31 | 2.91 |
| Sharpe Ratio | NA | 1.40 | 0.80 | 0.47 | NA | NA | NA | … | … | 0.00 | 0.85 | 0.12 | 2.63 | -0.78 | 0.82 | 1.05 | -1.05 | -0.41 | 7.41 |
| Standard Deviation(%) | NA | 5.38 | 12.32 | 16.77 | NA | NA | NA | … | … | 0.00 | 6.72 | 14.76 | 14.96 | 24.52 | 18.57 | 31.63 | 45.23 | 20.57 | 6.68 |
| Draw Down(%) | NA | 5.05 | 18.03 | 26.05 | NA | NA | NA | … | … | 0.00 | 5.59 | 18.03 | 11.37 | 26.05 | 16.05 | 36.25 | 58.86 | 20.54 | 0.91 |
| Yield(%) | 0.00 | 0.00 | 2.98 | 4.08 | 2.29 | 1.53 | 1.15 | … | … | 0.00 | 0.00 | 2.44 | 6.64 | 2.18 | 8.73 | 11.55 | 0.02 | 5.22 | 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 |
|---|---|---|---|---|
| JIRCX (JPMorgan International Realty C) |
-18.39%
May 2007 – May 2010 |
-9.78%
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 |
|---|---|---|---|---|
| JIRCX (JPMorgan International Realty C) |
24.26%
Feb 2009 – Feb 2012 |
18.30%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart