Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPIIX (JPMorgan Tax Aware Shrt Interm Inc Instl) | NA | 3.00% | 3.40% | 3.41% | NA | NA | NA | … | … |
Data as of 07/28/2009, Common starting date is 12/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPIIX (JPMorgan Tax Aware Shrt Interm Inc Instl) | 12/30/2002 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.00 | 3.40 | 3.41 | NA | NA | NA | … | … | 3.85 | 0.17 | 4.09 | 3.61 | -0.99 | 6.08 | 1.92 | 0.10 |
| Sharpe Ratio | NA | 1.10 | 0.84 | 0.54 | NA | NA | NA | … | … | 3.50 | -0.29 | 0.94 | 0.29 | -2.17 | 1.00 | 0.64 | NA |
| Standard Deviation(%) | NA | 2.46 | 1.88 | 2.64 | NA | NA | NA | … | … | 1.93 | 2.57 | 1.14 | 1.09 | 1.46 | 5.13 | 1.92 | 0.00 |
| Draw Down(%) | NA | 4.60 | 4.60 | 4.60 | NA | NA | NA | … | … | 1.29 | 4.60 | 0.82 | 0.51 | 1.57 | 3.40 | 2.46 | 0.00 |
| Yield(%) | 0.00 | 3.13 | 3.40 | 3.68 | 2.12 | 1.41 | 1.06 | … | … | 1.41 | 3.35 | 3.59 | 3.64 | 1.02 | 6.66 | 1.91 | 0.00 |
Data as of 07/28/2009, Common starting date is 12/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPIIX (JPMorgan Tax Aware Shrt Interm Inc Instl) |
1.63%
Aug 2004 – Aug 2007 |
2.43%
Sep 2003 – Sep 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPIIX (JPMorgan Tax Aware Shrt Interm Inc Instl) |
3.82%
May 2006 – May 2009 |
3.62%
May 2004 – May 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart