Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JIMXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 0.00% 0.00% 3.16% 2.65% 1.51% NA NA
Data as of 06/10/2026, Common starting date is 06/06/2012
More Performance Analytics Comparison
Name Start Date End Date
JIMXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 06/06/2012 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 2015 2014 2013 2012
Annualized Return (%) 0.00 0.00 3.16 2.65 1.51 NA NA 0.00 2.23 4.49 4.42 1.72 0.07 0.65 1.25 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Sharpe Ratio NA -46.66 -0.09 0.11 -0.19 NA NA 0.00 -0.60 -1.51 0.13 0.53 2.00 1.69 -0.32 0.00 0.00 0.00 0.00 0.00 -31.86 0.00
Standard Deviation(%) NA 0.06 1.18 1.04 0.76 NA NA 0.00 1.05 1.39 1.34 0.64 0.02 0.25 0.47 NA NA NA NA NA 0.00 NA
Draw Down(%) NA 0.04 0.05 0.05 0.05 NA NA 0.00 0.04 0.05 0.02 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Yield(%) 0.00 0.00 3.41 2.79 1.59 1.06 0.80 0.00 1.83 5.23 5.17 1.71 0.08 0.65 1.24 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/10/2026, Common starting date is 06/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JIMXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 0.00%
Jul 2012 – Jul 2015
0.00%
Jul 2012 – Jul 2017
0.23%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JIMXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 4.39%
May 2022 – May 2025
2.68%
May 2020 – May 2025
1.51%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return