Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLSAX (JPMORGAN RESEARCH EQUITY LONG/SHORT FUND CLASS A) | NA | -2.27% | 1.76% | 2.88% | NA | NA | NA | … | … |
Data as of 08/30/2016, Common starting date is 06/11/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLSAX (JPMORGAN RESEARCH EQUITY LONG/SHORT FUND CLASS A) | 06/11/2010 | 08/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | -2.27 | 1.76 | 2.88 | NA | NA | NA | … | … | -1.36 | -4.50 | 5.40 | 9.88 | 8.46 | -7.44 | 3.01 |
| Sharpe Ratio | NA | -0.37 | 0.26 | 0.44 | NA | NA | NA | … | … | -0.28 | -0.63 | 0.98 | 2.02 | 1.46 | -0.97 | 1.06 |
| Standard Deviation(%) | NA | 7.91 | 6.66 | 6.45 | NA | NA | NA | … | … | 7.90 | 7.17 | 5.51 | 4.89 | 5.79 | 7.70 | 5.05 |
| Draw Down(%) | NA | 9.75 | 12.50 | 12.50 | NA | NA | NA | … | … | 7.56 | 6.63 | 4.68 | 3.02 | 5.44 | 9.99 | 2.65 |
| Yield(%) | 0.00 | 0.00 | 2.15 | 1.41 | 0.70 | 0.47 | 0.35 | … | … | 0.00 | 0.00 | 2.76 | 3.72 | 0.00 | 0.00 | 0.15 |
Data as of 08/30/2016, Common starting date is 06/11/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLSAX (JPMORGAN RESEARCH EQUITY LONG/SHORT FUND CLASS A) |
1.05%
Jul 2013 – Jul 2016 |
1.11%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLSAX (JPMORGAN RESEARCH EQUITY LONG/SHORT FUND CLASS A) |
7.90%
Dec 2011 – Dec 2014 |
3.41%
Jul 2010 – Jul 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart