Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMRZX (JPMorgan Mid Cap Core R2) | NA | 24.99% | 12.76% | 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 |
|---|---|---|
| JMRZX (JPMorgan Mid Cap Core R2) | 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 | 24.99 | 12.76 | NA | NA | NA | NA | … | … | 0.75 | 36.55 | 12.88 | 0.99 | 2.19 |
| Sharpe Ratio | NA | 1.92 | 0.70 | NA | NA | NA | NA | … | … | 0.22 | 2.98 | 0.96 | 0.04 | 6.09 |
| Standard Deviation(%) | NA | 12.99 | 18.11 | NA | NA | NA | NA | … | … | 13.55 | 12.23 | 13.49 | 25.34 | 6.20 |
| Draw Down(%) | NA | 6.21 | 23.73 | NA | NA | NA | NA | … | … | 5.44 | 6.21 | 9.74 | 23.73 | 0.87 |
| Yield(%) | 0.00 | 13.92 | 5.82 | 3.90 | 1.95 | 1.30 | 0.98 | … | … | 0.00 | 14.98 | 1.86 | 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 |
|---|---|---|---|---|
| JMRZX (JPMorgan Mid Cap Core R2) |
12.98%
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 |
|---|---|---|---|---|
| JMRZX (JPMorgan Mid Cap Core R2) |
14.96%
Feb 2011 – Feb 2014 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart