Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 12/28/2010.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JMSBX (JPMorgan Short Term Bond Instl) | NA | NA | -100.00% | -100.00% | -100.00% | NA | NA | -100.00% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMSBX (JPMorgan Short Term Bond Instl) | 06/21/1996 | 12/28/2010 |
The return data shown below all have the same latest date: 12/28/2010.
AR inception is since 06/21/1996.
AR inception is since 06/21/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | NA | -100.00 | -100.00 | -100.00 | NA | NA | -100.00 | -100.00 | 3.22 | -27.47 | 2.01 | 5.14 | 1.48 | 1.44 | 1.83 | 5.61 | 7.64 | 7.25 | 3.25 | 7.06 | 6.45 | 4.46 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | 1.05 | -1.61 | -0.47 | 1.69 | -0.38 | 0.28 | 0.52 | 2.18 | 1.84 | 1.42 | 0.01 | 1.47 | -22.20 | 2.27 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 3.79 | 17.59 | 2.14 | 1.10 | 1.80 | 1.72 | 2.20 | 2.07 | 2.94 | 2.26 | 2.00 | 2.54 | 2.19 | 2.27 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | 100.00 | 100.00 | 2.16 | 28.25 | 1.48 | 0.25 | 0.76 | 1.64 | 1.73 | 1.01 | 1.69 | 0.41 | 1.07 | 1.16 | 0.61 | 0.51 |
| Yield(%) | NA | NA | 3.65 | 4.17 | 4.04 | 4.51 | 3.38 | 4.83 | NA | 8.17 | 4.77 | 5.36 | 5.21 | 3.91 | 2.53 | 2.61 | 4.81 | 5.55 | 6.34 | 5.55 | 6.23 | 6.24 | 3.46 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMSBX (JPMorgan Short Term Bond Instl) |
-100.00%
Aug 2007 - Aug 2010 |
-100.00%
Aug 2005 - Aug 2010 |
-100.00%
Aug 2000 - Aug 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMSBX (JPMorgan Short Term Bond Instl) |
7.00%
Sep 1999 - Sep 2002 |
6.61%
Sep 1996 - Sep 2001 |
4.81%
Aug 1996 - Aug 2006 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart