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
JMRMX (JPMorgan Mid Cap Core R6) NA 25.88% 13.58% NA NA NA NA
Data as of 04/03/2014, Common starting date is 02/04/2011
More Performance Analytics Comparison
Name Start Date End Date
JMRMX (JPMorgan Mid Cap Core R6) 02/04/2011 04/03/2014
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2014 2013 2012 2011
Annualized Return (%) 0.00 25.88 13.58 NA NA NA NA 0.83 37.62 13.74 -3.51
Sharpe Ratio NA 2.00 0.75 NA NA NA NA 0.24 3.07 1.03 -0.15
Standard Deviation(%) NA 12.93 18.11 NA NA NA NA 13.45 12.23 13.43 26.34
Draw Down(%) NA 6.16 23.45 NA NA NA NA 5.43 6.16 9.63 23.45
Yield(%) 0.00 14.24 6.28 3.92 1.96 1.31 0.98 0.00 15.35 2.50 0.37
Data as of 04/03/2014, Common starting date is 02/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JMRMX (JPMorgan Mid Cap Core R6) 13.79%
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
JMRMX (JPMorgan Mid Cap Core R6) 13.79%
Mar 2011 – Mar 2014
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return