Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPELX (JPMORGAN TAX AWARE EQUITY FUND CLASS R6) | NA | 25.68% | 9.36% | 16.61% | NA | NA | NA | … | … |
Data as of 12/20/2023, Common starting date is 10/02/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPELX (JPMORGAN TAX AWARE EQUITY FUND CLASS R6) | 10/02/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 25.68 | 9.36 | 16.61 | NA | NA | NA | … | … | 25.16 | -19.97 | 28.34 | 25.44 | 30.81 | -14.48 |
| Sharpe Ratio | NA | 1.62 | 0.41 | 0.64 | NA | NA | NA | … | … | 1.67 | -0.86 | 1.92 | 0.63 | 2.16 | -1.80 |
| Standard Deviation(%) | NA | 13.18 | 18.28 | 23.83 | NA | NA | NA | … | … | 13.04 | 24.84 | 14.73 | 40.10 | 13.64 | 26.95 |
| Draw Down(%) | NA | 8.26 | 24.86 | 33.78 | NA | NA | NA | … | … | 8.26 | 24.52 | 6.56 | 33.78 | 7.21 | 20.44 |
| Yield(%) | 0.00 | 1.13 | 8.33 | 12.33 | 5.28 | 3.52 | 2.64 | … | … | 0.80 | 6.52 | 16.96 | 15.40 | 8.62 | 2.84 |
Data as of 12/20/2023, Common starting date is 10/02/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPELX (JPMORGAN TAX AWARE EQUITY FUND CLASS R6) |
8.81%
Dec 2019 – Dec 2022 |
13.59%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPELX (JPMORGAN TAX AWARE EQUITY FUND CLASS R6) |
28.18%
Dec 2018 – Dec 2021 |
13.59%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart