Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSPAX (JPMorgan Strategic Preservation A) | NA | 1.89% | 3.68% | 3.30% | NA | NA | NA | … | … |
Data as of 02/13/2015, Common starting date is 05/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSPAX (JPMorgan Strategic Preservation A) | 05/05/2009 | 02/13/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.89 | 3.68 | 3.30 | NA | NA | NA | … | … | 0.00 | 2.17 | 9.46 | 0.80 | 0.30 | 4.10 | 2.67 |
| Sharpe Ratio | NA | 0.62 | 1.00 | 0.96 | NA | NA | NA | … | … | 0.00 | 0.63 | 1.97 | 0.31 | 0.07 | 1.42 | 1.39 |
| Standard Deviation(%) | NA | 3.02 | 3.64 | 3.47 | NA | NA | NA | … | … | 0.00 | 3.41 | 4.78 | 2.41 | 3.65 | 2.82 | 2.85 |
| Draw Down(%) | NA | 4.25 | 4.67 | 4.67 | NA | NA | NA | … | … | 0.00 | 4.25 | 4.67 | 3.07 | 2.94 | 2.14 | 1.52 |
| Yield(%) | 0.00 | 0.00 | 1.79 | 2.66 | 1.37 | 0.91 | 0.68 | … | … | 0.00 | 0.00 | 2.97 | 2.49 | 7.74 | 0.00 | 0.00 |
Data as of 02/13/2015, Common starting date is 05/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSPAX (JPMorgan Strategic Preservation A) |
1.41%
Nov 2009 – Nov 2012 |
3.23%
Nov 2009 – Nov 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSPAX (JPMorgan Strategic Preservation A) |
4.08%
Dec 2011 – Dec 2014 |
3.48%
Oct 2009 – Oct 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart