Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPESX (JPMORGAN TAX AWARE EQUITY FUND SELECT CLASS) | NA | 13.29% | 7.18% | 13.35% | NA | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 03/24/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPESX (JPMORGAN TAX AWARE EQUITY FUND SELECT CLASS) | 03/24/2011 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 13.29 | 7.18 | 13.35 | NA | NA | NA | … | … | 6.86 | 9.72 | 1.93 | 13.72 | 34.92 | 17.31 | -5.57 |
| Sharpe Ratio | NA | 2.20 | 0.52 | 1.00 | NA | NA | NA | … | … | 1.74 | 0.64 | 0.11 | 1.09 | 2.88 | 1.22 | -0.27 |
| Standard Deviation(%) | NA | 5.78 | 13.46 | 13.13 | NA | NA | NA | … | … | 4.43 | 14.88 | 16.67 | 12.61 | 12.10 | 14.22 | 26.49 |
| Draw Down(%) | NA | 2.33 | 17.20 | 17.20 | NA | NA | NA | … | … | 2.33 | 13.65 | 13.17 | 8.70 | 5.62 | 11.64 | 20.88 |
| Yield(%) | 0.00 | 4.95 | 4.55 | 4.62 | 2.64 | 1.76 | 1.32 | … | … | 0.17 | 5.45 | 5.17 | 4.18 | 1.01 | 1.58 | 1.26 |
Data as of 10/31/2017, 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 |
|---|---|---|---|---|
| JPESX (JPMORGAN TAX AWARE EQUITY FUND SELECT CLASS) |
7.56%
Aug 2014 – Aug 2017 |
10.48%
Apr 2011 – Apr 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPESX (JPMORGAN TAX AWARE EQUITY FUND SELECT CLASS) |
23.88%
Sep 2011 – Sep 2014 |
16.46%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart