Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLVBX (JPMORGAN LARGE CAP VALUE FUND CLASS B) | NA | NA | NA | NA | NA | NA | NA | … | … |
Data as of 10/28/1996, Common starting date is 10/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLVBX (JPMORGAN LARGE CAP VALUE FUND CLASS B) | 10/28/1996 | 10/28/1996 |
| 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 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | NA | NA | NA | NA | NA | NA | … | … | 2.86 | 13.74 | 35.03 | 15.64 | -5.46 | 11.55 | 31.75 | -39.60 | -2.26 | 19.59 | 3.34 | 13.99 | 28.46 | -23.48 | -13.86 | 4.98 | 11.07 | 12.57 | 25.14 | 0.00 |
| Sharpe Ratio | NA | 0.71 | 1.68 | 0.86 | 0.24 | NA | NA | … | … | 0.48 | 1.10 | 2.86 | 1.04 | -0.21 | 0.57 | 0.99 | -0.85 | -0.31 | 1.70 | 0.11 | 1.31 | 1.70 | -0.92 | -0.82 | 0.05 | 0.48 | 0.51 | -1.74 | 4.29 |
| Standard Deviation(%) | NA | 12.81 | 12.72 | 17.15 | 23.41 | NA | NA | … | … | 12.58 | 12.45 | 12.23 | 15.10 | 26.55 | 20.18 | 31.88 | 47.37 | 17.21 | 9.64 | 10.24 | 9.95 | 16.35 | 26.74 | 20.13 | 18.84 | 16.37 | 18.31 | 17.22 | 0.00 |
| Draw Down(%) | NA | 8.88 | 8.88 | 24.48 | 60.56 | NA | NA | … | … | 4.64 | 8.88 | 5.61 | 14.23 | 24.48 | 17.55 | 28.95 | 53.06 | 15.42 | 7.06 | 6.88 | 5.81 | 15.44 | 35.80 | 28.06 | 12.30 | 15.13 | 20.06 | 10.99 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.00 |
Data as of 10/28/1996, Common starting date is 10/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLVBX (JPMORGAN LARGE CAP VALUE FUND CLASS 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 |
|---|---|---|---|---|
| OLVBX (JPMORGAN LARGE CAP VALUE FUND CLASS B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart