Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMMCX (JPMorgan MI Municipal Bond C) | NA | 5.51% | 2.58% | 2.86% | NA | NA | NA | … | … |
Data as of 09/26/2014, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMMCX (JPMorgan MI Municipal Bond C) | 03/01/2005 | 09/26/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.51 | 2.58 | 2.86 | NA | NA | NA | … | … | 5.07 | -2.49 | 3.92 | 7.61 | 1.24 | 6.56 | 0.32 | 2.84 | 2.68 | 0.55 |
| Sharpe Ratio | NA | 3.81 | 1.34 | 1.47 | NA | NA | NA | … | … | 4.70 | -1.08 | 2.52 | 4.11 | 0.55 | 2.50 | -0.15 | -0.10 | -0.42 | -0.86 |
| Standard Deviation(%) | NA | 1.44 | 1.89 | 1.93 | NA | NA | NA | … | … | 1.47 | 2.34 | 1.55 | 1.84 | 2.10 | 2.59 | 3.94 | 1.80 | 1.49 | 1.86 |
| Draw Down(%) | NA | 0.73 | 5.54 | 5.54 | NA | NA | NA | … | … | 0.73 | 5.46 | 1.26 | 1.60 | 4.11 | 3.13 | 7.10 | 1.60 | 1.05 | 1.43 |
| Yield(%) | 0.00 | 3.75 | 3.93 | 3.63 | 3.21 | 2.14 | 1.61 | … | … | 2.22 | 3.15 | 3.60 | 5.63 | 2.95 | 3.33 | 3.18 | 3.27 | 3.50 | 2.46 |
Data as of 09/26/2014, 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 |
|---|---|---|---|---|
| JMMCX (JPMorgan MI Municipal Bond C) |
1.09%
Aug 2010 – Aug 2013 |
2.64%
Jan 2006 – Jan 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMMCX (JPMorgan MI Municipal Bond C) |
5.17%
Sep 2008 – Sep 2011 |
4.37%
Feb 2008 – Feb 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart