Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTVCX (JPMorgan US Large Cap Value Plus C) | NA | 9.27% | 4.90% | 0.46% | 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 |
|---|---|---|
| JTVCX (JPMorgan US Large Cap Value Plus C) | 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 | 9.27 | 4.90 | 0.46 | NA | NA | NA | … | … | 0.00 | 14.13 | -6.54 | 11.27 | 32.28 | -38.92 | -1.94 |
| Sharpe Ratio | NA | 0.70 | 0.24 | 0.01 | NA | NA | NA | … | … | 0.00 | 1.06 | -0.26 | 0.55 | 1.02 | -0.85 | -1.40 |
| Standard Deviation(%) | NA | 13.11 | 20.35 | 29.97 | NA | NA | NA | … | … | NA | 13.44 | 25.32 | 20.35 | 31.41 | 46.59 | 19.41 |
| Draw Down(%) | NA | 14.24 | 24.29 | 53.35 | NA | NA | NA | … | … | 0.00 | 14.24 | 24.29 | 17.81 | 29.26 | 51.91 | 5.47 |
| Yield(%) | 0.00 | 0.00 | 8.81 | 4.81 | 2.21 | 1.47 | 1.11 | … | … | 0.00 | 0.00 | 16.95 | 9.63 | 1.04 | 0.18 | 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 |
|---|---|---|---|---|
| JTVCX (JPMorgan US Large Cap Value Plus C) |
-1.46%
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 |
|---|---|---|---|---|
| JTVCX (JPMorgan US Large Cap Value Plus C) |
23.76%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart