Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCBIX (JPMORGAN CORE PLUS BOND FUND CLASS L) | NA | 6.58% | 4.44% | 3.95% | 4.52% | NA | NA | … | … |
Data as of 06/08/2020, Common starting date is 06/22/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCBIX (JPMORGAN CORE PLUS BOND FUND CLASS L) | 06/22/2009 | 06/08/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.58 | 4.44 | 3.95 | 4.52 | NA | NA | … | … | 3.36 | 8.69 | -0.14 | 4.34 | 3.95 | 0.16 | 6.32 | 0.34 | 7.25 | 6.88 | 6.97 | 5.03 |
| Sharpe Ratio | NA | 1.05 | 0.90 | 0.94 | 1.35 | NA | NA | … | … | 1.11 | 2.26 | -0.55 | 1.56 | 1.23 | 0.04 | 2.74 | 0.12 | 3.86 | 2.32 | 2.21 | 3.02 |
| Standard Deviation(%) | NA | 5.20 | 3.67 | 3.41 | 3.05 | NA | NA | … | … | 6.76 | 3.22 | 2.68 | 2.39 | 3.02 | 3.24 | 2.30 | 2.56 | 1.88 | 2.96 | 3.11 | 3.18 |
| Draw Down(%) | NA | 7.68 | 7.68 | 7.68 | 7.68 | NA | NA | … | … | 7.68 | 1.97 | 2.71 | 1.22 | 3.61 | 2.34 | 1.07 | 4.02 | 0.95 | 1.65 | 2.39 | 1.27 |
| Yield(%) | 0.00 | 3.14 | 3.03 | 2.99 | 3.75 | 2.71 | 2.03 | … | … | 1.21 | 3.37 | 2.97 | 2.83 | 2.58 | 3.31 | 4.40 | 4.44 | 4.11 | 5.02 | 2.06 | 0.42 |
Data as of 06/08/2020, Common starting date is 06/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBIX (JPMORGAN CORE PLUS BOND FUND CLASS L) |
1.57%
Apr 2015 – Apr 2018 |
2.22%
Apr 2013 – Apr 2018 |
4.33%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBIX (JPMORGAN CORE PLUS BOND FUND CLASS L) |
7.16%
Jul 2009 – Jul 2012 |
5.68%
Aug 2009 – Aug 2014 |
4.67%
Feb 2010 – Feb 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart