Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCBQX (JPMORGAN CORE BOND FUND CLASS R4) | -0.07% | 4.67% | 3.96% | 0.16% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCBQX (JPMORGAN CORE BOND FUND CLASS R4) | 09/12/2016 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 4.67 | 3.96 | 0.16 | NA | NA | NA | … | … | -0.07 | 7.22 | 1.81 | 5.65 | -12.37 | -1.23 | 8.00 | 8.25 | -0.11 | 3.63 | -2.60 |
| Sharpe Ratio | NA | 0.42 | 0.12 | -0.40 | NA | NA | NA | … | … | -0.71 | 0.98 | -0.34 | 0.28 | -2.03 | -0.39 | 1.64 | 1.93 | -0.54 | 1.13 | -2.60 |
| Standard Deviation(%) | NA | 3.84 | 5.24 | 5.65 | NA | NA | NA | … | … | 4.07 | 4.44 | 5.34 | 7.15 | 6.83 | 3.25 | 4.70 | 3.51 | 2.76 | 2.64 | 3.28 |
| Draw Down(%) | NA | 3.00 | 5.90 | 16.68 | NA | NA | NA | … | … | 3.00 | 2.70 | 4.06 | 7.17 | 15.51 | 3.11 | 6.51 | 2.23 | 2.77 | 1.38 | 4.16 |
| Yield(%) | 0.00 | 4.06 | 3.82 | 2.98 | 2.94 | 1.96 | 1.47 | … | … | 1.66 | 4.02 | 3.73 | 3.42 | 2.22 | 2.68 | 4.03 | 3.29 | 2.54 | 2.81 | 1.18 |
Data as of 06/10/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBQX (JPMORGAN CORE BOND FUND CLASS R4) |
-4.92%
Oct 2020 – Oct 2023 |
-0.59%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBQX (JPMORGAN CORE BOND FUND CLASS R4) |
5.84%
Jul 2018 – Jul 2021 |
3.72%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart