Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TXRSX (JPMORGAN TAX AWARE REAL RETURN FUND SELECT CLASS) | NA | 0.56% | 0.57% | 0.36% | 2.13% | NA | NA | … | … |
Data as of 10/31/2017, Common starting date is 09/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TXRSX (JPMORGAN TAX AWARE REAL RETURN FUND SELECT CLASS) | 09/07/2005 | 10/31/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.56 | 0.57 | 0.36 | 2.13 | NA | NA | … | … | 1.44 | 1.61 | 0.86 | 0.81 | -2.96 | 4.62 | 6.52 | 1.42 | 14.38 | -7.39 | 4.35 | 2.22 | -0.50 |
| Sharpe Ratio | NA | 0.01 | 0.15 | 0.09 | 0.54 | NA | NA | … | … | 1.24 | 0.52 | 0.34 | 0.40 | -0.96 | 2.16 | 2.25 | 0.52 | 3.69 | -1.07 | 0.56 | -0.55 | -2.33 |
| Standard Deviation(%) | NA | 1.97 | 2.27 | 2.37 | 3.52 | NA | NA | … | … | 0.92 | 2.70 | 2.47 | 1.98 | 3.10 | 2.13 | 2.89 | 2.55 | 3.87 | 7.74 | 2.36 | 1.98 | 1.76 |
| Draw Down(%) | NA | 2.58 | 3.67 | 6.58 | 15.69 | NA | NA | … | … | 0.63 | 2.58 | 2.88 | 3.76 | 6.11 | 1.57 | 2.93 | 2.77 | 3.88 | 15.69 | 1.83 | 1.20 | 1.59 |
| Yield(%) | 0.00 | 1.39 | 2.26 | 2.22 | 2.54 | 2.03 | 1.52 | … | … | 0.91 | 2.64 | 2.77 | 2.77 | 2.21 | 2.35 | 2.72 | 2.22 | 2.97 | 3.11 | 3.35 | 2.99 | 0.00 |
Data as of 10/31/2017, Common starting date is 09/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXRSX (JPMORGAN TAX AWARE REAL RETURN FUND SELECT CLASS) |
-1.01%
Sep 2012 – Sep 2015 |
0.42%
Sep 2012 – Sep 2017 |
2.06%
Nov 2006 – Nov 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXRSX (JPMORGAN TAX AWARE REAL RETURN FUND SELECT CLASS) |
7.77%
Nov 2008 – Nov 2011 |
5.09%
Nov 2008 – Nov 2013 |
2.49%
Apr 2006 – Apr 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart