Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPFAX (JPMORGAN EQUITY FOCUS FUND CLASS A) | NA | -20.88% | 1.69% | 4.58% | 8.57% | NA | NA | … | … |
Data as of 08/04/2023, Common starting date is 08/09/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPFAX (JPMORGAN EQUITY FOCUS FUND CLASS A) | 08/09/2011 | 08/04/2023 |
| 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 (%) | 0.00 | -20.88 | 1.69 | 4.58 | 8.57 | NA | NA | … | … | 24.23 | -15.80 | 12.71 | 21.65 | 9.30 | -17.64 | 24.04 | 8.11 | 4.11 | 7.94 | 40.43 | 16.48 | 10.73 |
| Sharpe Ratio | NA | 0.60 | 0.67 | 0.49 | 0.61 | NA | NA | … | … | 2.81 | -0.72 | 0.70 | 0.53 | 0.39 | -0.89 | 2.87 | 0.49 | 0.25 | 0.59 | 2.23 | 1.85 | 1.90 |
| Standard Deviation(%) | NA | 19.34 | 20.76 | 23.86 | 19.53 | NA | NA | … | … | 14.33 | 23.97 | 18.17 | 40.30 | 20.49 | 21.36 | 8.18 | 15.94 | 16.42 | 13.50 | 18.13 | 8.95 | 15.44 |
| Draw Down(%) | NA | 16.99 | 22.57 | 37.02 | 37.02 | NA | NA | … | … | 7.41 | 22.57 | 12.98 | 37.02 | 15.12 | 30.49 | 3.92 | 13.72 | 11.20 | 7.72 | 4.73 | 0.43 | 0.00 |
| Yield(%) | 0.00 | 1.26 | 9.26 | 10.35 | 9.92 | 10.71 | 8.03 | … | … | 0.00 | 1.14 | 13.10 | 13.43 | 20.02 | 13.16 | 5.91 | 1.36 | 2.76 | 0.91 | 2.79 | 0.00 | 0.00 |
Data as of 08/04/2023, Common starting date is 08/09/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPFAX (JPMORGAN EQUITY FOCUS FUND CLASS A) |
2.09%
Jul 2020 – Jul 2023 |
4.95%
Jul 2018 – Jul 2023 |
8.74%
Jul 2013 – Jul 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPFAX (JPMORGAN EQUITY FOCUS FUND CLASS A) |
25.59%
Dec 2018 – Dec 2021 |
19.10%
Jun 2016 – Jun 2021 |
17.17%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart