Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JXBCX (JPMORGAN ACCESS BALANCED FUND CLASS C) | NA | 333,903.82% | 1,369.52% | 423.86% | 132.39% | NA | NA | … | … |
Data as of 05/16/2024, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JXBCX (JPMORGAN ACCESS BALANCED FUND CLASS C) | 01/06/2010 | 05/16/2024 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 293,788.89 | 333,903.82 | 1,369.52 | 423.86 | 132.39 | NA | NA | … | … | 307,191.56 | 14.89 | -16.17 | 12.77 | 9.74 | 17.70 | -6.70 | 12.79 | 4.20 | -3.66 | 1.54 | 10.76 | 8.70 | -5.02 | 4.63 |
| Sharpe Ratio | NA | 418.12 | 2.96 | 1.18 | 0.52 | NA | NA | … | … | 137,104,199.78 | 1.23 | -1.20 | 1.66 | 0.56 | 2.49 | -0.89 | 3.13 | 0.47 | -0.38 | 0.23 | 1.65 | 1.33 | -0.39 | 0.46 |
| Standard Deviation(%) | NA | 798.57 | 461.18 | 357.46 | 252.97 | NA | NA | … | … | 1,300.58 | 8.71 | 14.65 | 7.68 | 16.89 | 6.54 | 9.05 | 3.90 | 8.46 | 9.81 | 6.66 | 6.49 | 6.58 | 13.00 | 9.97 |
| Draw Down(%) | NA | 7.26 | 20.89 | 21.18 | 21.18 | NA | NA | … | … | 3.80 | 7.26 | 20.89 | 3.55 | 21.18 | 3.16 | 13.20 | 1.25 | 7.48 | 9.53 | 7.04 | 6.19 | 6.10 | 14.79 | 9.60 |
| Yield(%) | 99.97 | 113.23 | 35.50 | 26.14 | 14.28 | 11.07 | 8.30 | … | … | 104.53 | 5.60 | 5.51 | 9.55 | 6.11 | 3.59 | 5.06 | 6.30 | 0.73 | 4.10 | 5.69 | 4.55 | 0.56 | 3.92 | 0.65 |
Data as of 05/16/2024, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXBCX (JPMORGAN ACCESS BALANCED FUND CLASS C) |
0.52%
Feb 2013 – Feb 2016 |
1.03%
Feb 2011 – Feb 2016 |
2.84%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXBCX (JPMORGAN ACCESS BALANCED FUND CLASS C) |
13.35%
Dec 2018 – Dec 2021 |
8.92%
Dec 2016 – Dec 2021 |
6.52%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart