Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPMSX (JPMorgan Strategic Small Cap Value Sel) | NA | 26.38% | NA | NA | NA | NA | NA | … | … |
Data as of 01/05/2010, Common starting date is 03/27/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPMSX (JPMorgan Strategic Small Cap Value Sel) | 03/27/2007 | 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 | 26.38 | NA | NA | NA | NA | NA | … | … | 0.00 | 26.67 | -39.41 | -9.36 |
| Sharpe Ratio | NA | 0.77 | NA | NA | NA | NA | NA | … | … | 0.00 | 0.77 | -0.90 | -0.70 |
| Standard Deviation(%) | NA | 34.33 | NA | NA | NA | NA | NA | … | … | NA | 34.40 | 44.46 | 21.49 |
| Draw Down(%) | NA | 29.07 | NA | NA | NA | NA | NA | … | … | 0.00 | 29.07 | 51.83 | 19.19 |
| Yield(%) | 0.00 | 0.00 | 1.37 | 0.82 | 0.41 | 0.27 | 0.21 | … | … | 0.00 | 0.00 | 0.90 | 3.35 |
Data as of 01/05/2010, Common starting date is 03/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPMSX (JPMorgan Strategic Small Cap Value Sel) |
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 |
|---|---|---|---|---|
| JPMSX (JPMorgan Strategic Small Cap Value Sel) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart