Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGBBX (JPMorgan Investor Balanced B) | NA | 3.30% | 1.09% | 0.65% | 0.33% | 0.22% | NA | … | … |
Data as of 06/26/2015, Common starting date is 10/02/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGBBX (JPMorgan Investor Balanced B) | 10/02/1997 | 06/26/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.30 | 1.09 | 0.65 | 0.33 | 0.22 | NA | … | … | 36.02 | 5.76 | 14.08 | 10.56 | -0.74 | 9.42 | 22.40 | -20.09 | 5.28 | 9.55 | 3.44 | 7.58 | 17.57 | -9.62 | -1.79 | 1.70 | 7.58 | 15.06 | 0.00 |
| Sharpe Ratio | NA | 0.86 | 0.23 | 0.12 | 0.04 | NA | NA | … | … | 0.01 | 0.91 | 2.18 | 1.59 | -0.06 | 1.04 | 1.78 | -1.23 | 0.32 | 1.18 | 0.25 | 1.18 | 2.32 | -0.96 | -0.37 | -0.23 | 0.53 | 1.45 | -0.27 |
| Standard Deviation(%) | NA | 40.16 | 40.16 | 40.16 | 40.16 | NA | NA | … | … | 40.16 | 6.33 | 6.46 | 6.68 | 12.20 | 8.98 | 12.50 | 16.98 | 7.03 | 5.31 | 5.11 | 5.62 | 7.26 | 11.19 | 11.30 | 10.40 | 8.20 | 8.11 | 0.00 |
| Draw Down(%) | NA | 2.02 | 2.02 | 2.02 | 2.02 | NA | NA | … | … | 2.02 | 4.80 | 4.96 | 5.74 | 11.96 | 7.99 | 12.77 | 28.06 | 4.72 | 4.58 | 4.17 | 4.99 | 5.60 | 16.33 | 14.07 | 7.02 | 6.64 | 8.99 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/26/2015, Common starting date is 10/02/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGBBX (JPMorgan Investor Balanced B) |
0.00%
NA |
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 |
|---|---|---|---|---|
| OGBBX (JPMorgan Investor Balanced B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart