Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URTAX (JPMORGAN REALTY INCOME FUND CLASS A) | NA | 8.00% | 10.81% | 9.38% | 9.06% | 5.90% | NA | … | … |
Data as of 06/09/2022, Common starting date is 06/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URTAX (JPMORGAN REALTY INCOME FUND CLASS A) | 06/10/2004 | 06/09/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.00 | 10.81 | 9.38 | 9.06 | 5.90 | NA | … | … | -5.44 | 29.20 | -4.32 | 29.64 | -7.41 | 3.67 | 3.98 | 2.62 | 30.52 | 0.51 | 16.25 | 10.48 | 27.66 | 31.63 | -42.57 | -14.82 | 34.25 | 15.54 | 28.27 |
| Sharpe Ratio | NA | 0.34 | 0.35 | 0.35 | 0.41 | NA | NA | … | … | -0.42 | 1.68 | -0.10 | 2.28 | -0.55 | 0.32 | 0.22 | 0.15 | 2.66 | 0.03 | 1.18 | 0.34 | 0.99 | 0.48 | -0.57 | -0.71 | 2.25 | 0.87 | 3.57 |
| Standard Deviation(%) | NA | 22.89 | 29.77 | 24.64 | 20.34 | NA | NA | … | … | 29.80 | 17.40 | 44.00 | 12.35 | 15.92 | 9.66 | 16.88 | 17.84 | 11.49 | 15.73 | 13.81 | 30.35 | 27.74 | 65.85 | 75.94 | 25.33 | 13.83 | 15.46 | 15.37 |
| Draw Down(%) | NA | 17.91 | 41.98 | 41.98 | 41.98 | NA | NA | … | … | 17.91 | 9.29 | 41.98 | 5.74 | 13.65 | 5.86 | 15.52 | 16.73 | 7.38 | 17.88 | 9.00 | 23.16 | 16.56 | 41.25 | 67.09 | 25.95 | 10.14 | 10.65 | 4.69 |
| Yield(%) | 0.00 | 19.18 | 11.11 | 8.02 | 7.71 | 5.17 | 7.49 | … | … | 10.33 | 10.78 | 3.79 | 10.18 | 1.95 | 0.76 | 7.87 | 6.32 | 5.29 | 4.84 | 2.42 | 1.76 | 2.32 | 3.37 | 3.36 | 20.54 | 25.61 | 30.75 | 30.76 |
Data as of 06/09/2022, Common starting date is 06/10/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTAX (JPMORGAN REALTY INCOME FUND CLASS A) |
-26.45%
Mar 2006 – Mar 2009 |
-3.17%
Sep 2006 – Sep 2011 |
3.21%
Jan 2007 – Jan 2017 |
5.22%
Jan 2007 – Jan 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTAX (JPMORGAN REALTY INCOME FUND CLASS A) |
43.56%
Mar 2009 – Mar 2012 |
28.69%
Feb 2009 – Feb 2014 |
17.24%
Feb 2009 – Feb 2019 |
8.17%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart