Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPMPRD (JPMorgan Chase & Co) | NA | 1.88% | -2.86% | -1.28% | NA | NA | NA | … | … |
Data as of 08/16/2024, Common starting date is 09/18/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPMPRD (JPMorgan Chase & Co) | 09/18/2018 | 08/16/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.88 | -2.86 | -1.28 | NA | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.78 | 0.98 | 0.65 | 0.49 | … | … |
Data as of 08/16/2024, Common starting date is 09/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPMPRD (JPMorgan Chase & Co) |
-5.47%
Oct 2020 – Oct 2023 |
-0.77%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPMPRD (JPMorgan Chase & Co) |
5.89%
Oct 2018 – Oct 2021 |
1.60%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart