Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPFRX (JPMORGAN EQUITY FOCUS FUND CLASS R6) | NA | -19.50% | 2.62% | NA | NA | NA | NA | … | … |
Data as of 08/04/2023, Common starting date is 10/05/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPFRX (JPMORGAN EQUITY FOCUS FUND CLASS R6) | 10/05/2018 | 08/04/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -19.50 | 2.62 | NA | NA | NA | NA | … | … | 24.55 | -16.19 | 12.82 | 9.52 | 9.61 | -24.59 |
| Sharpe Ratio | NA | 0.58 | 0.69 | NA | NA | NA | NA | … | … | 2.85 | -0.74 | 0.71 | 0.24 | 0.41 | -1.98 |
| Standard Deviation(%) | NA | 19.16 | 20.61 | NA | NA | NA | NA | … | … | 14.36 | 23.83 | 17.97 | 38.90 | 20.34 | 36.09 |
| Draw Down(%) | NA | 16.91 | 22.34 | NA | NA | NA | NA | … | … | 7.36 | 22.34 | 13.03 | 36.99 | 14.90 | 29.17 |
| Yield(%) | 0.00 | 1.60 | 9.52 | 10.49 | 5.25 | 3.50 | 2.62 | … | … | 0.00 | 1.46 | 13.28 | 13.71 | 20.35 | 12.46 |
Data as of 08/04/2023, Common starting date is 10/05/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPFRX (JPMORGAN EQUITY FOCUS FUND CLASS R6) |
3.02%
Jul 2020 – Jul 2023 |
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 |
|---|---|---|---|---|
| JPFRX (JPMORGAN EQUITY FOCUS FUND CLASS R6) |
26.24%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart