Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIMRX (JPMORGAN INFLATION MANAGED BOND FUND CLASS R5) | NA | -0.09% | 3.82% | 2.95% | 1.83% | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 04/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIMRX (JPMORGAN INFLATION MANAGED BOND FUND CLASS R5) | 04/29/2010 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.09 | 3.82 | 2.95 | 1.83 | NA | NA | … | … | -2.65 | 2.92 | 6.12 | 6.83 | -1.29 | 2.05 | 3.66 | -0.16 | 0.23 | -2.81 | 5.65 | 5.07 | 3.66 |
| Sharpe Ratio | NA | -0.05 | 0.91 | 0.71 | 0.51 | NA | NA | … | … | -1.41 | 1.05 | 1.27 | 2.41 | -1.46 | 0.74 | 1.52 | -0.07 | 0.10 | -1.01 | 2.78 | 1.56 | 1.54 |
| Standard Deviation(%) | NA | 3.91 | 3.77 | 3.15 | 2.81 | NA | NA | … | … | 5.50 | 2.75 | 4.61 | 2.25 | 1.80 | 1.93 | 2.27 | 2.77 | 2.08 | 2.82 | 2.03 | 3.23 | 3.48 |
| Draw Down(%) | NA | 3.29 | 9.77 | 9.77 | 9.77 | NA | NA | … | … | 3.29 | 1.62 | 9.77 | 0.87 | 1.81 | 1.15 | 2.11 | 2.23 | 3.25 | 4.67 | 0.93 | 2.05 | 2.68 |
| Yield(%) | 0.00 | 2.25 | 2.25 | 2.20 | 1.85 | 1.66 | 1.24 | … | … | 0.55 | 2.31 | 1.89 | 2.64 | 2.12 | 2.13 | 1.77 | 1.41 | 1.51 | 1.17 | 2.47 | 2.52 | 1.66 |
Data as of 05/06/2022, Common starting date is 04/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMRX (JPMORGAN INFLATION MANAGED BOND FUND CLASS R5) |
-0.92%
Dec 2012 – Dec 2015 |
0.32%
Apr 2013 – Apr 2018 |
1.83%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMRX (JPMORGAN INFLATION MANAGED BOND FUND CLASS R5) |
5.84%
Dec 2018 – Dec 2021 |
3.61%
Dec 2016 – Dec 2021 |
2.48%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart