Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 01/05/2010.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JPMAX (JPMorgan Strategic Small Cap Value A) | NA | 25.98% | NA | NA | NA | NA | NA | -16.88% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPMAX (JPMorgan Strategic Small Cap Value A) | 03/27/2007 | 01/05/2010 |
The return data shown below all have the same latest date: 01/05/2010.
AR inception is since 03/27/2007.
AR inception is since 03/27/2007.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 25.98 | NA | NA | NA | NA | NA | -16.88 | 0.00 | 26.42 | -39.69 | -9.38 |
| Sharpe Ratio | NA | 0.75 | NA | NA | NA | NA | NA | -0.38 | 0.00 | 0.76 | -0.91 | -0.69 |
| Standard Deviation(%) | NA | 34.41 | NA | NA | NA | NA | NA | 35.86 | NA | 34.50 | 44.50 | 21.59 |
| Draw Down(%) | NA | 29.14 | NA | NA | NA | NA | NA | 63.96 | 0.00 | 29.14 | 51.97 | 19.32 |
| Yield(%) | 0.00 | 0.00 | 1.31 | 0.79 | 0.39 | 0.26 | 0.20 | 1.97 | 0.00 | 0.00 | 0.68 | 3.36 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPMAX (JPMorgan Strategic Small Cap Value A) |
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 |
|---|---|---|---|---|
| JPMAX (JPMorgan Strategic Small Cap Value A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart