Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JOEQX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND SELECT CLASS) | NA | 920,171.54% | 2,010.77% | 539.29% | NA | NA | NA | … | … |
Data as of 09/20/2023, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JOEQX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND SELECT CLASS) | 09/02/2014 | 09/20/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 952,560.98 | 920,171.54 | 2,010.77 | 539.29 | NA | NA | NA | … | … | -0.39 | -19.58 | 1.81 | 26.99 | 2.43 | -2.58 | 15.76 | -0.52 | 9.49 | 4.84 |
| Sharpe Ratio | NA | -0.78 | -0.16 | 0.08 | NA | NA | NA | … | … | -0.61 | -2.04 | 0.10 | 1.23 | 0.17 | -0.39 | 3.00 | -0.09 | 1.27 | 1.58 |
| Standard Deviation(%) | NA | 8.63 | 12.17 | 13.22 | NA | NA | NA | … | … | 7.94 | 10.29 | 17.17 | 21.62 | 6.18 | 10.05 | 5.07 | 8.09 | 7.44 | 9.66 |
| Draw Down(%) | NA | 10.42 | 26.61 | 26.61 | NA | NA | NA | … | … | 8.14 | 22.34 | 13.91 | 12.55 | 4.35 | 9.95 | 3.12 | 7.99 | 3.01 | 5.64 |
| Yield(%) | 100.55 | 97.13 | 33.90 | 23.03 | 15.39 | 10.26 | 7.69 | … | … | 99.82 | 0.00 | 10.59 | 4.87 | 0.14 | 1.79 | 8.72 | 0.00 | 0.99 | 0.00 |
Data as of 09/20/2023, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOEQX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND SELECT CLASS) |
-1.69%
Aug 2020 – Aug 2023 |
1.40%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JOEQX (JPMORGAN OPPORTUNISTIC EQUITY LONG/SHORT FUND SELECT CLASS) |
13.45%
Dec 2018 – Dec 2021 |
10.88%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart