Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPSIX (JPMorgan Tax Aware Short Interm Incm Sel) | NA | 2.86% | 3.26% | 3.30% | NA | NA | NA | … | … |
Data as of 07/28/2009, Common starting date is 12/30/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPSIX (JPMorgan Tax Aware Short Interm Incm Sel) | 12/30/2002 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.86 | 3.26 | 3.30 | NA | NA | NA | … | … | 3.80 | 0.03 | 3.94 | 3.46 | -1.04 | 5.95 | 1.79 | 0.10 |
| Sharpe Ratio | NA | 1.02 | 0.74 | 0.47 | NA | NA | NA | … | … | 3.36 | -0.34 | 0.76 | 0.17 | -2.24 | 0.96 | 0.56 | NA |
| Standard Deviation(%) | NA | 2.53 | 1.95 | 2.77 | NA | NA | NA | … | … | 1.99 | 2.65 | 1.25 | 1.10 | 1.43 | 5.22 | 1.95 | 0.00 |
| Draw Down(%) | NA | 4.52 | 4.52 | 4.52 | NA | NA | NA | … | … | 1.30 | 4.52 | 0.83 | 0.51 | 1.70 | 3.43 | 2.49 | 0.00 |
| Yield(%) | 0.00 | 3.00 | 3.27 | 3.57 | 2.04 | 1.36 | 1.02 | … | … | 1.36 | 3.20 | 3.45 | 3.49 | 0.97 | 6.53 | 1.78 | 0.00 |
Data as of 07/28/2009, Common starting date is 12/30/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPSIX (JPMorgan Tax Aware Short Interm Incm Sel) |
1.53%
Aug 2004 – Aug 2007 |
2.30%
Sep 2003 – Sep 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPSIX (JPMorgan Tax Aware Short Interm Incm Sel) |
3.65%
May 2006 – May 2009 |
3.50%
May 2004 – May 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart