Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPRCX (JPMorgan US Real Estate C) | NA | -1.66% | 6.26% | 14.90% | NA | NA | NA | … | … |
Data as of 12/23/2013, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPRCX (JPMorgan US Real Estate C) | 03/01/2005 | 12/23/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | -1.66 | 6.26 | 14.90 | NA | NA | NA | … | … | -1.79 | 14.45 | 5.50 | 29.67 | 23.90 | -39.86 | -18.07 | 35.54 | 20.68 |
| Sharpe Ratio | NA | -0.10 | 0.29 | 0.40 | NA | NA | NA | … | … | -0.12 | 1.03 | 0.18 | 1.06 | 0.35 | -0.55 | -0.82 | 2.21 | 1.51 |
| Standard Deviation(%) | NA | 15.49 | 21.18 | 37.02 | NA | NA | NA | … | … | 15.50 | 14.08 | 30.02 | 27.78 | 67.89 | 74.49 | 25.67 | 14.68 | 15.07 |
| Draw Down(%) | NA | 17.70 | 23.05 | 45.34 | NA | NA | NA | … | … | 17.70 | 9.22 | 23.05 | 15.95 | 45.34 | 65.70 | 28.56 | 9.21 | 10.65 |
| Yield(%) | 0.00 | 1.02 | 6.49 | 7.20 | 5.82 | 3.88 | 2.91 | … | … | 1.00 | 15.91 | 1.52 | 2.06 | 2.36 | 1.77 | 6.29 | 17.40 | 7.95 |
Data as of 12/23/2013, Common starting date is 03/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPRCX (JPMorgan US Real Estate C) |
-28.45%
Mar 2006 – Mar 2009 |
-4.66%
Nov 2006 – Nov 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPRCX (JPMorgan US Real Estate C) |
43.21%
Mar 2009 – Mar 2012 |
17.60%
Nov 2008 – Nov 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart