Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URTBX (JPMORGAN REALTY INCOME FUND CLASS B) | NA | 8.46% | 10.17% | 13.15% | 6.54% | NA | NA | … | … |
Data as of 06/26/2015, Common starting date is 06/10/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URTBX (JPMORGAN REALTY INCOME FUND CLASS B) | 06/10/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.46 | 10.17 | 13.15 | 6.54 | NA | NA | … | … | -2.63 | 24.70 | -4.44 | 13.66 | 8.49 | 24.97 | 27.13 | -45.03 | -35.94 | 7.35 | -15.16 | -2.92 |
| Sharpe Ratio | NA | 0.30 | 0.46 | 0.50 | -0.11 | NA | NA | … | … | -0.32 | 2.05 | -0.28 | 1.00 | 0.28 | 0.89 | 0.41 | -0.61 | -1.01 | 0.17 | -0.53 | -0.17 |
| Standard Deviation(%) | NA | 15.13 | 14.29 | 19.80 | 42.63 | NA | NA | … | … | 16.95 | 12.05 | 16.13 | 13.78 | 30.31 | 27.83 | 65.80 | 75.64 | 38.76 | 24.41 | 32.70 | 38.35 |
| Draw Down(%) | NA | 13.37 | 19.72 | 23.37 | 83.46 | NA | NA | … | … | 13.37 | 7.39 | 19.72 | 9.30 | 23.37 | 16.89 | 41.36 | 67.59 | 43.97 | 22.16 | 25.91 | 24.23 |
| Yield(%) | 0.00 | 3.91 | 3.63 | 3.61 | 7.70 | 7.29 | 5.47 | … | … | 0.00 | 5.01 | 4.38 | 1.94 | 1.35 | 1.85 | 2.76 | 3.00 | 20.27 | 25.26 | 30.46 | 30.36 |
Data as of 06/26/2015, 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 |
|---|---|---|---|---|
| URTBX (JPMORGAN REALTY INCOME FUND CLASS B) |
-26.80%
Mar 2006 – Mar 2009 |
-3.65%
Sep 2006 – Sep 2011 |
7.10%
May 2005 – May 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTBX (JPMORGAN REALTY INCOME FUND CLASS B) |
42.85%
Mar 2009 – Mar 2012 |
28.02%
Feb 2009 – Feb 2014 |
8.98%
Jan 2005 – Jan 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart