Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| URTDX (JPMORGAN REALTY INCOME FUND SELECT CLASS) | NA | 7.94% | 10.98% | 9.59% | NA | NA | NA | … | … |
Data as of 06/09/2022, Common starting date is 03/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| URTDX (JPMORGAN REALTY INCOME FUND SELECT CLASS) | 03/01/2017 | 06/09/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.94 | 10.98 | 9.59 | NA | NA | NA | … | … | -5.66 | 29.35 | -4.07 | 19.27 | -8.26 | 2.04 |
| Sharpe Ratio | NA | 0.34 | 0.36 | 0.36 | NA | NA | NA | … | … | -0.44 | 1.71 | -0.10 | 1.21 | -0.60 | 0.18 |
| Standard Deviation(%) | NA | 22.61 | 29.62 | 24.53 | NA | NA | NA | … | … | 29.38 | 17.16 | 43.93 | 14.94 | 15.96 | 9.49 |
| Draw Down(%) | NA | 17.91 | 41.98 | 41.98 | NA | NA | NA | … | … | 17.91 | 9.29 | 41.98 | 11.90 | 14.52 | 5.01 |
| Yield(%) | 0.00 | 19.09 | 11.21 | 8.22 | 4.06 | 2.71 | 2.03 | … | … | 10.12 | 10.92 | 4.05 | 10.37 | 2.15 | 1.18 |
Data as of 06/09/2022, Common starting date is 03/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTDX (JPMORGAN REALTY INCOME FUND SELECT CLASS) |
1.38%
Oct 2017 – Oct 2020 |
9.81%
Apr 2017 – Apr 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| URTDX (JPMORGAN REALTY INCOME FUND SELECT CLASS) |
20.49%
Dec 2018 – Dec 2021 |
9.86%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart