Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTVAX (JPMorgan US Large Cap Value Plus A) | NA | 9.59% | 5.37% | 0.94% | NA | NA | NA | … | … |
Data as of 01/15/2013, Common starting date is 12/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTVAX (JPMorgan US Large Cap Value Plus A) | 12/05/2007 | 01/15/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.59 | 5.37 | 0.94 | NA | NA | NA | … | … | 0.00 | 14.66 | -6.11 | 11.82 | 32.83 | -38.56 | -1.94 |
| Sharpe Ratio | NA | 0.73 | 0.26 | 0.02 | NA | NA | NA | … | … | 0.00 | 1.10 | -0.24 | 0.58 | 1.04 | -0.84 | -1.40 |
| Standard Deviation(%) | NA | 13.08 | 20.33 | 29.98 | NA | NA | NA | … | … | NA | 13.43 | 25.29 | 20.33 | 31.46 | 46.65 | 19.50 |
| Draw Down(%) | NA | 14.10 | 24.14 | 53.13 | NA | NA | NA | … | … | 0.00 | 14.10 | 24.14 | 17.72 | 29.22 | 51.63 | 5.47 |
| Yield(%) | 0.00 | 0.00 | 8.87 | 5.00 | 2.30 | 1.53 | 1.15 | … | … | 0.00 | 0.00 | 17.22 | 9.41 | 1.53 | 0.59 | 0.00 |
Data as of 01/15/2013, Common starting date is 12/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTVAX (JPMorgan US Large Cap Value Plus A) |
-0.97%
Jan 2008 – Jan 2011 |
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 |
|---|---|---|---|---|
| JTVAX (JPMorgan US Large Cap Value Plus A) |
24.43%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart