Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JMRCX (JPMorgan Mid Cap Core C) NA 24.77% 12.50% NA NA NA NA
Data as of 04/03/2014, Common starting date is 12/07/2010
More Performance Analytics Comparison
Name Start Date End Date
JMRCX (JPMorgan Mid Cap Core C) 12/07/2010 04/03/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011 2010
Annualized Return (%) 0.00 24.77 12.50 NA NA NA NA 0.70 36.25 12.56 0.80 2.12
Sharpe Ratio NA 1.91 0.69 NA NA NA NA 0.20 2.97 0.94 0.03 5.86
Standard Deviation(%) NA 12.97 18.13 NA NA NA NA 13.59 12.20 13.47 25.40 6.22
Draw Down(%) NA 6.23 23.76 NA NA NA NA 5.47 6.23 9.77 23.76 0.94
Yield(%) 0.00 13.98 5.72 3.83 1.92 1.28 0.96 0.00 15.03 1.51 0.04 0.00
Data as of 04/03/2014, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JMRCX (JPMorgan Mid Cap Core C) 12.72%
Mar 2011 – Mar 2014
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JMRCX (JPMorgan Mid Cap Core C) 14.68%
Feb 2011 – Feb 2014
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return