Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VINBX (JPMorgan Growth & Income B) | NA | NA | NA | NA | NA | NA | NA | … | … |
Data as of 06/21/1996, Common starting date is 06/21/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VINBX (JPMorgan Growth & Income B) | 06/21/1996 | 06/21/1996 |
| 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 | … | … | 1.19 | 13.51 | 33.29 | 18.96 | -0.39 | 14.39 | 21.48 | -37.36 | -0.64 | 17.94 | 3.20 | 13.39 | 25.65 | -18.20 | -13.93 | -0.46 | 7.38 | 13.71 | 28.91 | 0.00 |
| Sharpe Ratio | NA | 0.60 | 1.66 | 1.02 | 0.28 | NA | NA | … | … | 0.21 | 1.19 | 2.92 | 1.45 | -0.02 | 0.78 | 0.76 | -0.91 | -0.23 | 1.58 | 0.10 | 1.29 | 1.55 | -0.77 | -0.82 | -0.22 | 0.26 | 0.58 | -1.70 | 1.57 |
| Standard Deviation(%) | NA | 12.03 | 11.73 | 15.72 | 21.03 | NA | NA | … | … | 11.99 | 11.39 | 11.39 | 13.17 | 24.56 | 18.40 | 28.18 | 41.82 | 16.04 | 9.28 | 9.88 | 9.68 | 16.07 | 25.16 | 20.10 | 20.09 | 16.09 | 17.91 | 15.41 | 0.00 |
| Draw Down(%) | NA | 8.08 | 8.08 | 20.59 | 58.69 | NA | NA | … | … | 4.22 | 8.08 | 5.14 | 10.28 | 20.59 | 16.20 | 28.45 | 49.03 | 13.72 | 6.54 | 6.38 | 6.03 | 15.09 | 32.58 | 26.64 | 10.49 | 13.91 | 21.31 | 9.29 | 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 06/21/1996, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VINBX (JPMorgan Growth & Income 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 |
|---|---|---|---|---|
| VINBX (JPMorgan Growth & Income B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart