Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFQUX (JPMORGAN INVESTOR BALANCED FUND CLASS R6) | 3.09% | 11.79% | 11.29% | 5.69% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFQUX (JPMORGAN INVESTOR BALANCED FUND CLASS R6) | 08/01/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.78 | 11.79 | 11.29 | 5.69 | NA | NA | NA | … | … | 3.09 | 12.98 | 10.91 | 13.92 | -13.40 | 11.20 | 14.44 | 17.53 | -4.66 | 4.73 |
| Sharpe Ratio | NA | 1.49 | 1.08 | 0.37 | NA | NA | NA | … | … | 0.74 | 1.16 | 1.05 | 1.39 | -1.17 | 1.52 | 0.85 | 2.78 | -0.76 | 3.16 |
| Standard Deviation(%) | NA | 7.04 | 7.90 | 8.92 | NA | NA | NA | … | … | 8.57 | 8.77 | 6.93 | 7.46 | 12.69 | 7.33 | 16.60 | 5.77 | 7.99 | 3.45 |
| Draw Down(%) | NA | 5.60 | 8.56 | 18.55 | NA | NA | NA | … | … | 5.60 | 8.46 | 3.56 | 7.25 | 18.43 | 3.16 | 21.08 | 2.68 | 10.63 | 1.15 |
| Yield(%) | 0.00 | 6.54 | 6.03 | 5.20 | 5.54 | 3.69 | 2.77 | … | … | 0.60 | 6.74 | 6.56 | 4.16 | 5.92 | 4.97 | 6.86 | 7.63 | 7.11 | 6.29 |
Data as of 06/10/2026, Common starting date is 08/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFQUX (JPMORGAN INVESTOR BALANCED FUND CLASS R6) |
1.88%
Apr 2021 – Apr 2024 |
3.89%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFQUX (JPMORGAN INVESTOR BALANCED FUND CLASS R6) |
14.36%
Dec 2018 – Dec 2021 |
9.56%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart