Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTVSX (JPMorgan US Large Cap Value Plus Select) | NA | 9.74% | 5.62% | 1.18% | 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 |
|---|---|---|
| JTVSX (JPMorgan US Large Cap Value Plus Select) | 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 | 9.74 | 5.62 | 1.18 | NA | NA | NA | … | … | 0.00 | 14.79 | -5.83 | 12.15 | 33.21 | -38.44 | -1.94 |
| Sharpe Ratio | NA | 0.75 | 0.27 | 0.03 | NA | NA | NA | … | … | 0.00 | 1.10 | -0.23 | 0.59 | 1.05 | -0.84 | -1.41 |
| Standard Deviation(%) | NA | 13.12 | 20.23 | 29.99 | NA | NA | NA | … | … | NA | 13.46 | 24.99 | 20.36 | 31.46 | 46.83 | 19.33 |
| Draw Down(%) | NA | 14.10 | 24.06 | 53.02 | NA | NA | NA | … | … | 0.00 | 14.10 | 24.06 | 17.68 | 29.22 | 51.57 | 5.47 |
| Yield(%) | 0.00 | 0.00 | 8.92 | 5.08 | 2.33 | 1.56 | 1.17 | … | … | 0.00 | 0.00 | 17.18 | 9.57 | 1.65 | 0.78 | 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 |
|---|---|---|---|---|
| JTVSX (JPMorgan US Large Cap Value Plus Select) |
-0.74%
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 |
|---|---|---|---|---|
| JTVSX (JPMorgan US Large Cap Value Plus Select) |
24.72%
Feb 2009 – Feb 2012 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart