Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JIMXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) | 2.23% | 3.96% | 4.31% | 2.67% | 1.51% | NA | NA | 1.16% |
Data as of 08/04/2025, AR inception 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 | 08/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.96 | 4.31 | 2.67 | 1.51 | NA | NA | 1.16 | 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 | 0.60 | 0.70 | 0.55 | 0.09 | NA | NA | 0.07 | 0.61 | -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 | 1.33 | 1.33 | 1.04 | 0.76 | NA | NA | 0.66 | 1.36 | 1.39 | 1.34 | 0.64 | 0.02 | 0.25 | 0.47 | NA | NA | NA | NA | NA | 0.00 | NA |
| Draw Down(%) | NA | 0.05 | 0.05 | 0.05 | 0.05 | NA | NA | 0.05 | 0.00 | 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 | 3.91 | 4.52 | 2.82 | 1.59 | 1.06 | 0.80 | 1.22 | 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 08/04/2025, AR inception 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