Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPECX (JPMORGAN TAX AWARE EQUITY FUND CLASS C) | NA | 24.42% | 8.26% | 15.47% | 11.33% | NA | NA | … | … |
Data as of 12/20/2023, Common starting date is 03/24/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPECX (JPMORGAN TAX AWARE EQUITY FUND CLASS C) | 03/24/2011 | 12/20/2023 |
| 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 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 24.42 | 8.26 | 15.47 | 11.33 | NA | NA | … | … | 23.96 | -20.79 | 27.06 | 24.32 | 29.51 | -5.78 | 22.21 | 8.99 | 1.01 | 12.87 | 33.91 | 16.50 | -6.17 |
| Sharpe Ratio | NA | 1.57 | 0.36 | 0.59 | 0.53 | NA | NA | … | … | 1.62 | -0.89 | 1.83 | 0.60 | 2.06 | -0.39 | 2.79 | 0.59 | 0.06 | 1.02 | 2.80 | 1.17 | -0.30 |
| Standard Deviation(%) | NA | 13.19 | 18.37 | 23.93 | 19.71 | NA | NA | … | … | 13.04 | 25.02 | 14.77 | 40.26 | 13.63 | 18.55 | 7.75 | 14.90 | 16.66 | 12.61 | 12.11 | 14.23 | 26.46 |
| Draw Down(%) | NA | 8.48 | 25.45 | 33.75 | 33.75 | NA | NA | … | … | 8.48 | 25.10 | 6.64 | 33.75 | 7.31 | 20.62 | 2.95 | 13.74 | 13.33 | 8.76 | 5.65 | 11.77 | 21.13 |
| Yield(%) | 0.00 | 0.10 | 7.85 | 11.54 | 9.28 | 8.85 | 6.63 | … | … | 0.01 | 6.05 | 16.74 | 14.80 | 7.61 | 3.13 | 8.17 | 4.88 | 4.53 | 3.55 | 0.46 | 1.07 | 0.78 |
Data as of 12/20/2023, Common starting date is 03/24/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPECX (JPMORGAN TAX AWARE EQUITY FUND CLASS C) |
4.84%
Mar 2017 – Mar 2020 |
5.86%
Mar 2015 – Mar 2020 |
10.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPECX (JPMORGAN TAX AWARE EQUITY FUND CLASS C) |
26.95%
Dec 2018 – Dec 2021 |
19.18%
Oct 2016 – Oct 2021 |
16.44%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart