Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBFSX (JPMORGAN CORPORATE BOND FUND CLASS I) | -0.02% | 5.51% | 5.48% | 0.66% | 2.87% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBFSX (JPMORGAN CORPORATE BOND FUND CLASS I) | 04/05/2013 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.60 | 5.51 | 5.48 | 0.66 | 2.87 | NA | NA | … | … | -0.02 | 7.89 | 2.71 | 9.20 | -15.98 | -0.87 | 10.23 | 15.03 | -2.03 | 6.89 | 5.00 | -0.53 | 6.99 | -4.57 |
| Sharpe Ratio | NA | 0.62 | 0.39 | -0.28 | 0.21 | NA | NA | … | … | -0.50 | 1.05 | -0.16 | 0.70 | -1.95 | -0.19 | 1.11 | 3.19 | -0.98 | 1.90 | 1.18 | -0.11 | 2.09 | -1.25 |
| Standard Deviation(%) | NA | 4.19 | 5.73 | 6.62 | 6.00 | NA | NA | … | … | 4.55 | 4.77 | 5.57 | 7.93 | 8.95 | 4.76 | 8.93 | 4.25 | 3.51 | 3.30 | 4.04 | 4.91 | 3.33 | 4.93 |
| Draw Down(%) | NA | 3.10 | 6.62 | 22.42 | 22.42 | NA | NA | … | … | 3.10 | 3.15 | 3.78 | 7.43 | 21.11 | 5.42 | 15.43 | 2.65 | 3.42 | 1.90 | 4.81 | 4.66 | 2.00 | 7.77 |
| Yield(%) | 0.00 | 4.99 | 4.97 | 4.31 | 4.44 | 3.41 | 2.56 | … | … | 1.99 | 5.06 | 4.91 | 4.34 | 3.31 | 7.33 | 3.96 | 3.48 | 4.55 | 6.79 | 2.41 | 2.99 | 2.90 | 0.00 |
Data as of 06/08/2026, Common starting date is 04/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBFSX (JPMORGAN CORPORATE BOND FUND CLASS I) |
-5.25%
Oct 2020 – Oct 2023 |
-0.18%
Jul 2020 – Jul 2025 |
1.90%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBFSX (JPMORGAN CORPORATE BOND FUND CLASS I) |
8.39%
Nov 2018 – Nov 2021 |
6.87%
Dec 2015 – Dec 2020 |
3.56%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart