Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JBDUX (JPMorgan Bond Ultra) | NA | -9.30% | -4.95% | -1.35% | NA | NA | NA | … | … |
Data as of 07/28/2009, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JBDUX (JPMorgan Bond Ultra) | 10/04/2001 | 07/28/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.30 | -4.95 | -1.35 | NA | NA | NA | … | … | 6.85 | -23.67 | 1.64 | 4.80 | 2.86 | 4.68 | 2.10 | 3.98 | -1.51 |
| Sharpe Ratio | NA | -1.43 | -1.28 | -0.75 | NA | NA | NA | … | … | 2.44 | -3.40 | -0.40 | 0.60 | 0.26 | 0.93 | 0.29 | 0.74 | -1.29 |
| Standard Deviation(%) | NA | 6.68 | 5.31 | 4.49 | NA | NA | NA | … | … | 5.02 | 7.21 | 3.45 | 2.51 | 2.63 | 4.02 | 4.87 | 3.92 | 5.80 |
| Draw Down(%) | NA | 19.58 | 27.50 | 27.50 | NA | NA | NA | … | … | 2.70 | 27.50 | 3.15 | 1.70 | 1.90 | 4.77 | 6.35 | 2.56 | 4.24 |
| Yield(%) | 0.00 | 6.08 | 5.38 | 5.86 | 3.55 | 2.37 | 1.77 | … | … | 2.77 | 6.15 | 5.50 | 4.97 | 7.14 | 6.43 | 5.00 | 0.00 | 0.00 |
Data as of 07/28/2009, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBDUX (JPMorgan Bond Ultra) |
-7.03%
Feb 2006 – Feb 2009 |
-3.03%
Feb 2004 – Feb 2009 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JBDUX (JPMorgan Bond Ultra) |
5.04%
May 2004 – May 2007 |
4.13%
Mar 2002 – Mar 2007 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart