Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIRSX (JPMorgan International Realty Select) | NA | 7.93% | 10.57% | 8.43% | 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 |
|---|---|---|
| JIRSX (JPMorgan International Realty Select) | 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 | 7.93 | 10.57 | 8.43 | NA | NA | NA | … | … | 0.00 | 6.20 | 2.43 | 39.95 | -18.31 | 16.13 | 34.23 | -46.23 | -4.54 | 2.91 |
| Sharpe Ratio | NA | 1.45 | 0.86 | 0.52 | NA | NA | NA | … | … | 0.00 | 0.92 | 0.16 | 2.71 | -0.77 | 0.86 | 1.08 | -1.04 | -0.37 | 7.63 |
| Standard Deviation(%) | NA | 5.45 | 12.28 | 16.53 | NA | NA | NA | … | … | NA | 6.75 | 14.73 | 14.89 | 23.69 | 18.58 | 31.70 | 45.24 | 20.57 | 6.49 |
| Draw Down(%) | NA | 5.06 | 17.90 | 25.76 | NA | NA | NA | … | … | 0.00 | 5.50 | 17.90 | 11.21 | 25.76 | 15.90 | 36.14 | 58.71 | 20.19 | 0.85 |
| Yield(%) | 0.00 | 0.00 | 3.41 | 4.63 | 2.54 | 1.70 | 1.27 | … | … | 0.00 | 0.00 | 3.00 | 7.34 | 3.05 | 9.22 | 11.63 | 0.22 | 5.74 | 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 |
|---|---|---|---|---|
| JIRSX (JPMorgan International Realty Select) |
-17.75%
May 2007 – May 2010 |
-9.12%
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 |
|---|---|---|---|---|
| JIRSX (JPMorgan International Realty Select) |
25.22%
Feb 2009 – Feb 2012 |
19.15%
Feb 2009 – Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart