Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPMRX (JPMorgan Strategic Small Cap Value R5) | NA | 26.70% | NA | NA | NA | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 08/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPMRX (JPMorgan Strategic Small Cap Value R5) | 08/06/2007 | 01/05/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 26.70 | NA | NA | NA | NA | NA | … | … | 0.00 | 26.99 | -40.33 | -11.02 |
| Sharpe Ratio | NA | 0.77 | NA | NA | NA | NA | NA | … | … | 0.00 | 0.78 | -0.93 | -1.02 |
| Standard Deviation(%) | NA | 34.39 | NA | NA | NA | NA | NA | … | … | NA | 34.47 | 44.10 | 27.08 |
| Draw Down(%) | NA | 29.12 | NA | NA | NA | NA | NA | … | … | 0.00 | 29.12 | 51.75 | 20.53 |
| Yield(%) | 0.00 | 0.00 | 0.15 | 0.09 | 0.05 | 0.03 | 0.02 | … | … | 0.00 | 0.00 | 0.52 | 0.00 |
Data as of 01/05/2010, Common starting date is 08/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPMRX (JPMorgan Strategic Small Cap Value R5) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPMRX (JPMorgan Strategic Small Cap Value R5) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart