Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSSRX (JPMORGAN SMALL CAP CORE FUND CLASS C) | NA | 14,010,613.20% | 4,636.77% | 988.74% | NA | NA | NA | … | … |
Data as of 07/02/2024, Common starting date is 06/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSSRX (JPMORGAN SMALL CAP CORE FUND CLASS C) | 06/01/2016 | 07/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14,010,613.20 | 4,636.77 | 988.74 | NA | NA | NA | … | … | 13,359,748.77 | 8.17 | -21.48 | 11.95 | 12.80 | 23.40 | -12.54 | 14.22 | 19.48 |
| Sharpe Ratio | NA | 11,943.41 | 6.81 | 1.87 | NA | NA | NA | … | … | 1,073,179,434.54 | 0.20 | -0.80 | 0.52 | 0.27 | 1.33 | -0.76 | 1.05 | 2.08 |
| Standard Deviation(%) | NA | 1,176.10 | 680.72 | 527.13 | NA | NA | NA | … | … | 1,663.15 | 20.18 | 28.82 | 23.06 | 46.64 | 16.52 | 18.30 | 12.96 | 16.88 |
| Draw Down(%) | NA | 18.09 | 36.50 | 46.76 | NA | NA | NA | … | … | 7.56 | 20.70 | 29.22 | 14.26 | 46.76 | 11.38 | 27.78 | 7.12 | 8.26 |
| Yield(%) | 0.00 | 109.43 | 28.52 | 24.51 | 15.94 | 10.63 | 7.97 | … | … | 104.52 | 0.00 | 0.00 | 35.36 | 0.14 | 4.35 | 7.04 | 8.73 | 11.31 |
Data as of 07/02/2024, Common starting date is 06/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSSRX (JPMORGAN SMALL CAP CORE FUND CLASS C) |
-7.80%
Mar 2017 – Mar 2020 |
-1.55%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSSRX (JPMORGAN SMALL CAP CORE FUND CLASS C) |
4,655.46%
May 2021 – May 2024 |
1,004.65%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart