Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JINCX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS C) | NA | 0.28% | 2.30% | 2.28% | 5.89% | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 10/09/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JINCX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS C) | 10/09/2001 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.28 | 2.30 | 2.28 | 5.89 | NA | NA | … | … | 0.90 | -1.08 | 2.52 | 6.04 | 1.33 | 32.15 | -1.43 | 10.91 | 8.63 | 10.32 | 30.53 | -21.23 | 2.03 |
| Sharpe Ratio | NA | 0.17 | 1.03 | 0.64 | 0.33 | NA | NA | … | … | 1.96 | -0.57 | 1.09 | 2.72 | 0.50 | 0.07 | -0.32 | 0.33 | 0.44 | 0.65 | 2.15 | -1.28 | 0.58 |
| Standard Deviation(%) | NA | 2.13 | 2.20 | 12.06 | 15.19 | NA | NA | … | … | 1.95 | 1.99 | 2.29 | 2.22 | 2.62 | 105.69 | 22.22 | 22.94 | 14.82 | 14.43 | 13.89 | 17.40 | 13.86 |
| Draw Down(%) | NA | 2.33 | 4.32 | 4.32 | 18.89 | NA | NA | … | … | 0.69 | 2.33 | 4.32 | 1.92 | 3.28 | 0.10 | 10.33 | 18.89 | 10.79 | 14.03 | 14.05 | 28.53 | 4.56 |
| Yield(%) | 0.00 | 2.97 | 2.59 | 2.12 | 2.32 | 1.77 | 1.33 | … | … | 0.00 | 3.22 | 1.70 | 3.34 | 2.11 | 0.10 | 0.00 | 6.85 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/30/2015, Common starting date is 10/09/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JINCX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS C) |
2.40%
Feb 2012 – Feb 2015 |
5.92%
Nov 2001 – Nov 2006 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JINCX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS C) |
22.32%
Feb 2008 – Feb 2011 |
19.19%
Aug 2006 – Aug 2011 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart