Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OAMAX (JPMorgan AZ Municipal Bond A) | NA | 4.61% | 3.10% | 3.33% | 3.47% | 4.13% | NA | … | … |
Data as of 09/26/2014, Common starting date is 04/12/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OAMAX (JPMorgan AZ Municipal Bond A) | 04/12/1999 | 09/26/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.61 | 3.10 | 3.33 | 3.47 | 4.13 | NA | … | … | 4.25 | -1.02 | 3.28 | 9.35 | 1.85 | 7.12 | 1.97 | 3.92 | 3.22 | 1.21 | 2.28 | 3.82 | 8.46 | 4.38 | 8.58 | -3.09 |
| Sharpe Ratio | NA | 3.39 | 1.47 | 1.57 | 1.06 | NA | NA | … | … | 4.27 | -0.46 | 1.89 | 3.65 | 0.83 | 2.57 | 0.26 | 0.49 | -0.05 | -0.53 | 0.42 | 0.95 | 2.59 | 1.05 | 2.17 | -2.92 |
| Standard Deviation(%) | NA | 1.35 | 2.09 | 2.09 | 2.35 | NA | NA | … | … | 1.35 | 2.28 | 1.72 | 2.56 | 2.11 | 2.73 | 4.06 | 1.84 | 1.48 | 1.80 | 3.16 | 3.30 | 2.85 | 1.99 | 2.10 | 2.56 |
| Draw Down(%) | NA | 0.83 | 4.40 | 4.51 | 6.93 | NA | NA | … | … | 0.83 | 4.32 | 1.68 | 2.06 | 3.84 | 2.88 | 6.93 | 1.49 | 0.95 | 2.00 | 5.56 | 5.25 | 3.40 | 3.08 | 2.49 | 4.48 |
| Yield(%) | 0.00 | 4.50 | 3.78 | 3.51 | 3.57 | 3.96 | 2.92 | … | … | 2.52 | 3.72 | 3.16 | 4.01 | 3.41 | 3.32 | 3.48 | 3.83 | 4.18 | 4.11 | 3.81 | 4.04 | 3.55 | 4.41 | 4.69 | 3.93 |
Data as of 09/26/2014, Common starting date is 04/12/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAMAX (JPMorgan AZ Municipal Bond A) |
1.33%
May 2003 – May 2006 |
1.99%
Sep 2003 – Sep 2008 |
3.26%
Jun 2003 – Jun 2013 |
3.91%
May 1999 – May 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OAMAX (JPMorgan AZ Municipal Bond A) |
8.06%
May 2000 – May 2003 |
5.64%
Jan 2000 – Jan 2005 |
4.56%
Jan 2000 – Jan 2010 |
4.09%
Aug 1999 – Aug 2014 |
Annualized Rolling Returns Comparison Chart