Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPSCX (JPMORGAN U.S. DYNAMIC PLUS FUND CLASS C) | NA | 18.14% | 9.74% | 12.75% | 7.67% | NA | NA | … | … |
Data as of 04/05/2018, Common starting date is 06/29/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPSCX (JPMORGAN U.S. DYNAMIC PLUS FUND CLASS C) | 06/29/2007 | 04/05/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.14 | 9.74 | 12.75 | 7.67 | NA | NA | … | … | 3.03 | 19.52 | 7.04 | 0.08 | 14.59 | 33.14 | 13.46 | -0.71 | 8.10 | 27.68 | -39.19 | -6.50 |
| Sharpe Ratio | NA | 1.48 | 0.71 | 0.93 | 0.36 | NA | NA | … | … | 0.61 | 2.26 | 0.49 | 0.00 | 1.15 | 2.69 | 1.01 | -0.03 | 0.42 | 1.00 | -1.02 | -0.68 |
| Standard Deviation(%) | NA | 11.72 | 13.67 | 13.45 | 20.64 | NA | NA | … | … | 18.44 | 8.39 | 14.02 | 16.38 | 12.65 | 12.29 | 13.42 | 24.37 | 19.26 | 27.68 | 39.25 | 22.25 |
| Draw Down(%) | NA | 10.97 | 15.28 | 15.28 | 50.85 | NA | NA | … | … | 10.97 | 3.45 | 12.56 | 13.02 | 9.42 | 6.32 | 10.40 | 19.14 | 17.85 | 25.88 | 50.09 | 14.15 |
| Yield(%) | 0.00 | 7.76 | 7.27 | 8.14 | 5.46 | 3.10 | 2.32 | … | … | 0.00 | 8.02 | 9.42 | 5.54 | 5.89 | 7.97 | 4.62 | 13.16 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/05/2018, Common starting date is 06/29/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPSCX (JPMORGAN U.S. DYNAMIC PLUS FUND CLASS C) |
-11.84%
Aug 2007 – Aug 2010 |
-2.11%
Jul 2007 – Jul 2012 |
5.05%
Aug 2007 – Aug 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPSCX (JPMORGAN U.S. DYNAMIC PLUS FUND CLASS C) |
21.89%
Sep 2011 – Sep 2014 |
19.96%
Feb 2009 – Feb 2014 |
7.94%
Mar 2008 – Mar 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart