Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLGAX (JPMORGAN GOVERNMENT BOND FUND CLASS I) | -0.19% | 4.53% | 3.43% | -0.21% | 1.14% | 1.85% | 3.06% | … | … |
Data as of 06/09/2026, Common starting date is 02/25/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLGAX (JPMORGAN GOVERNMENT BOND FUND CLASS I) | 02/25/1993 | 06/09/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 4.53 | 3.43 | -0.21 | 1.14 | 1.85 | 3.06 | … | … | -0.19 | 6.98 | 1.26 | 4.38 | -11.85 | -2.11 | 6.82 | 6.58 | 0.83 | 2.36 | 1.49 | 1.02 | 5.61 | -3.62 | 3.54 | 10.61 | 6.83 | 2.07 | 9.36 | 7.52 | 3.36 | 3.29 | 4.78 | 2.54 | 11.21 | 7.13 | 12.04 | -1.74 | 8.23 | 9.77 | 2.60 | 18.11 | -3.00 | 2.99 |
| Sharpe Ratio | NA | 0.33 | 0.01 | -0.49 | -0.11 | NA | NA | … | … | -0.85 | 0.97 | -0.46 | 0.10 | -1.95 | -0.66 | 1.63 | 1.46 | -0.20 | 0.60 | 0.38 | 0.26 | 1.87 | -0.98 | 1.06 | 2.04 | 1.39 | 0.35 | 1.14 | 0.98 | -0.02 | 0.27 | 0.80 | 0.37 | 2.05 | 0.86 | 1.88 | -1.06 | 1.03 | 1.47 | -0.20 | 3.22 | -1.22 | 0.47 |
| Standard Deviation(%) | NA | 3.74 | 5.09 | 5.56 | 4.58 | NA | NA | … | … | 4.02 | 4.24 | 5.15 | 7.08 | 6.83 | 3.23 | 4.02 | 3.51 | 2.79 | 2.86 | 3.38 | 3.87 | 2.98 | 3.72 | 3.31 | 5.19 | 4.84 | 5.68 | 7.36 | 4.47 | 3.48 | 3.83 | 4.75 | 4.89 | 4.92 | 5.53 | 4.15 | 4.81 | 4.62 | 4.14 | 5.14 | 4.39 | 4.98 | 2.87 |
| Draw Down(%) | NA | 3.04 | 5.88 | 16.45 | 17.50 | NA | NA | … | … | 3.04 | 2.38 | 4.05 | 7.21 | 14.68 | 3.14 | 4.04 | 2.09 | 2.48 | 1.59 | 4.57 | 2.48 | 1.29 | 5.73 | 1.82 | 2.62 | 4.40 | 3.53 | 4.41 | 2.72 | 2.74 | 2.68 | 4.88 | 5.54 | 2.47 | 5.13 | 3.13 | 4.47 | 3.63 | 2.64 | 4.64 | 1.82 | 6.25 | 2.10 |
| Yield(%) | 0.00 | 3.46 | 3.04 | 2.29 | 2.26 | 2.68 | 3.39 | … | … | 1.46 | 3.29 | 2.82 | 2.58 | 1.84 | 1.45 | 1.76 | 2.46 | 2.41 | 2.45 | 2.75 | 3.86 | 4.71 | 3.16 | 2.82 | 4.14 | 3.66 | 4.11 | 4.58 | 5.00 | 4.60 | 4.69 | 4.79 | 4.75 | 5.50 | 6.03 | 6.35 | 5.73 | 5.90 | 6.37 | 6.16 | 6.89 | 5.67 | 4.53 |
Data as of 06/09/2026, Common starting date is 02/25/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLGAX (JPMORGAN GOVERNMENT BOND FUND CLASS I) |
-5.60%
Oct 2020 – Oct 2023 |
-1.28%
Jul 2020 – Jul 2025 |
0.37%
Oct 2012 – Oct 2022 |
1.83%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLGAX (JPMORGAN GOVERNMENT BOND FUND CLASS I) |
10.80%
May 2000 – May 2003 |
7.77%
Aug 1996 – Aug 2001 |
7.39%
Oct 1994 – Oct 2004 |
6.81%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart