Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SUIEX (JPMorgan US Real Estate Sel) | NA | -0.93% | 7.07% | 15.78% | NA | NA | NA | … | … |
Data as of 12/23/2013, Common starting date is 01/26/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SUIEX (JPMorgan US Real Estate Sel) | 01/26/2005 | 12/23/2013 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | -0.93 | 7.07 | 15.78 | NA | NA | NA | … | … | -1.12 | 15.38 | 6.27 | 30.70 | 24.81 | -39.41 | -17.45 | 36.04 | 16.93 |
| Sharpe Ratio | NA | -0.05 | 0.33 | 0.42 | NA | NA | NA | … | … | -0.08 | 1.10 | 0.21 | 1.10 | 0.36 | -0.54 | -0.80 | 2.25 | 1.01 |
| Standard Deviation(%) | NA | 15.49 | 21.33 | 37.07 | NA | NA | NA | … | … | 15.50 | 14.10 | 30.31 | 27.79 | 67.83 | 74.47 | 25.65 | 14.64 | 15.85 |
| Draw Down(%) | NA | 17.53 | 22.99 | 45.38 | NA | NA | NA | … | … | 17.53 | 9.09 | 22.99 | 15.80 | 45.38 | 65.58 | 28.10 | 9.38 | 12.18 |
| Yield(%) | 0.00 | 1.54 | 7.10 | 8.09 | 5.66 | 3.78 | 2.83 | … | … | 1.52 | 16.40 | 2.22 | 2.79 | 2.84 | 2.28 | 6.97 | 17.58 | 0.00 |
Data as of 12/23/2013, Common starting date is 01/26/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUIEX (JPMorgan US Real Estate Sel) |
-27.92%
Mar 2006 – Mar 2009 |
-3.94%
Nov 2006 – Nov 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SUIEX (JPMorgan US Real Estate Sel) |
44.31%
Mar 2009 – Mar 2012 |
18.50%
Nov 2008 – Nov 2013 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart