Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JXBIX (JPMORGAN ACCESS BALANCED FUND INSTITUTIONAL CLASS) | NA | -10.62% | -3.90% | -3.02% | -1.04% | NA | NA | … | … |
Data as of 04/14/2020, Common starting date is 12/01/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JXBIX (JPMORGAN ACCESS BALANCED FUND INSTITUTIONAL CLASS) | 12/01/2009 | 04/14/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | -10.62 | -3.90 | -3.02 | -1.04 | NA | NA | … | … | -13.99 | 13.50 | -12.04 | 6.48 | 3.45 | -7.72 | -4.23 | 6.37 | 7.88 | -8.67 | 5.52 | 0.52 |
| Sharpe Ratio | NA | -0.81 | -0.45 | -0.38 | -0.15 | NA | NA | … | … | -1.59 | 1.75 | -1.26 | 0.97 | 0.38 | -0.83 | -0.53 | 0.88 | 1.22 | -0.65 | 0.55 | 1.37 |
| Standard Deviation(%) | NA | 15.27 | 11.43 | 10.38 | 9.87 | NA | NA | … | … | 26.54 | 6.91 | 10.58 | 6.03 | 8.46 | 9.36 | 7.98 | 7.17 | 6.49 | 13.39 | 9.95 | 4.65 |
| Draw Down(%) | NA | 21.14 | 23.04 | 23.04 | 23.78 | NA | NA | … | … | 21.14 | 3.08 | 17.55 | 5.04 | 7.37 | 10.46 | 9.24 | 6.05 | 6.07 | 15.11 | 9.58 | 1.04 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.03 | 0.02 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.39 | 0.00 |
Data as of 04/14/2020, Common starting date is 12/01/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXBIX (JPMORGAN ACCESS BALANCED FUND INSTITUTIONAL CLASS) |
-4.12%
Feb 2013 – Feb 2016 |
-3.05%
Dec 2013 – Dec 2018 |
-0.73%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXBIX (JPMORGAN ACCESS BALANCED FUND INSTITUTIONAL CLASS) |
4.51%
Sep 2011 – Sep 2014 |
2.50%
Jun 2010 – Jun 2015 |
1.02%
Jan 2010 – Jan 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart