Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JISZX (Jpmorgan Multi-Sector Incme F) | NA | 5.73% | 6.36% | 3.20% | 3.10% | NA | NA | … | … |
Data as of 10/17/2025, Common starting date is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JISZX (Jpmorgan Multi-Sector Incme F) | 12/30/2010 | 10/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.73 | 6.36 | 3.20 | 3.10 | NA | NA | … | … | 4.12 | 4.39 | 6.61 | -3.24 | 0.08 | 6.01 | 6.54 | -2.35 | 3.92 | 4.44 | -0.71 | 1.01 | 2.81 | 6.25 | 1.61 | 0.02 |
| Sharpe Ratio | NA | 0.43 | 0.89 | 0.25 | 0.59 | NA | NA | … | … | 0.94 | 0.31 | 0.93 | -1.63 | 0.03 | 1.65 | 3.33 | -2.00 | 1.87 | 2.01 | -0.40 | 0.50 | 1.21 | 2.85 | 0.60 | NA |
| Standard Deviation(%) | NA | 2.37 | 2.67 | 2.58 | 2.43 | NA | NA | … | … | 2.39 | 2.49 | 3.20 | 2.87 | 1.80 | 3.47 | 1.52 | 1.87 | 1.75 | 2.09 | 1.86 | 1.99 | 2.29 | 2.19 | 2.63 | 0.00 |
| Draw Down(%) | NA | 1.80 | 2.45 | 6.73 | 7.06 | NA | NA | … | … | 1.80 | 1.45 | 2.45 | 6.20 | 1.56 | 7.06 | 0.51 | 3.29 | 0.91 | 1.88 | 2.77 | 2.16 | 4.29 | 1.90 | 3.13 | 0.00 |
| Yield(%) | 0.00 | 4.34 | 3.95 | 3.20 | 2.90 | 2.83 | 2.12 | … | … | 3.34 | 4.11 | 3.25 | 2.40 | 2.06 | 2.93 | 2.47 | 2.92 | 2.16 | 2.65 | 3.33 | 3.83 | 1.89 | 3.55 | 2.28 | 0.12 |
Data as of 10/17/2025, Common starting date is 12/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JISZX (Jpmorgan Multi-Sector Incme F) |
0.18%
Oct 2020 – Oct 2023 |
0.98%
Oct 2017 – Oct 2022 |
1.69%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JISZX (Jpmorgan Multi-Sector Incme F) |
6.33%
Sep 2022 – Sep 2025 |
3.74%
Jan 2016 – Jan 2021 |
3.19%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart