Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMRSX (JPMorgan Mid Cap Core Select) | NA | 25.72% | 13.37% | 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 |
|---|---|---|
| JMRSX (JPMorgan Mid Cap Core Select) | 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 | 25.72 | 13.37 | NA | NA | NA | NA | … | … | 0.83 | 37.39 | 13.48 | 1.49 | 2.19 |
| Sharpe Ratio | NA | 1.98 | 0.74 | NA | NA | NA | NA | … | … | 0.24 | 3.05 | 1.01 | 0.06 | 6.29 |
| Standard Deviation(%) | NA | 12.97 | 18.13 | NA | NA | NA | NA | … | … | 13.44 | 12.23 | 13.43 | 25.41 | 6.00 |
| Draw Down(%) | NA | 6.17 | 23.52 | NA | NA | NA | NA | … | … | 5.39 | 6.17 | 9.65 | 23.52 | 0.87 |
| Yield(%) | 0.00 | 14.06 | 6.11 | 4.10 | 2.05 | 1.37 | 1.03 | … | … | 0.00 | 15.15 | 2.29 | 0.29 | 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 |
|---|---|---|---|---|
| JMRSX (JPMorgan Mid Cap Core Select) |
13.58%
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 |
|---|---|---|---|---|
| JMRSX (JPMorgan Mid Cap Core Select) |
15.56%
Feb 2011 – Feb 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart