Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMSFX (JPMORGAN INCOME FUND CLASS R6) | 1.12% | 5.72% | 7.31% | 2.97% | 4.30% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMSFX (JPMORGAN INCOME FUND CLASS R6) | 11/10/2014 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 5.72 | 7.31 | 2.97 | 4.30 | NA | NA | … | … | 1.12 | 7.70 | 7.80 | 7.24 | -8.33 | 3.64 | 2.94 | 11.78 | 1.12 | 5.87 | 8.64 | -0.44 | -0.50 |
| Sharpe Ratio | NA | 1.17 | 1.28 | 0.12 | 0.69 | NA | NA | … | … | 0.05 | 1.87 | 1.49 | 0.71 | -1.97 | 1.90 | 0.35 | 4.72 | -0.11 | 2.37 | 2.29 | -0.15 | -0.92 |
| Standard Deviation(%) | NA | 2.51 | 3.09 | 3.76 | 3.91 | NA | NA | … | … | 2.65 | 2.58 | 2.79 | 5.10 | 4.97 | 1.91 | 7.61 | 2.18 | 2.46 | 2.20 | 3.67 | 3.10 | 3.85 |
| Draw Down(%) | NA | 1.62 | 2.19 | 11.27 | 18.42 | NA | NA | … | … | 1.62 | 1.64 | 1.19 | 3.44 | 11.00 | 1.47 | 18.42 | 0.52 | 1.57 | 1.36 | 2.66 | 4.20 | 2.43 |
| Yield(%) | 0.00 | 6.05 | 6.03 | 4.75 | 5.00 | 3.75 | 2.81 | … | … | 2.49 | 6.07 | 5.89 | 5.38 | 4.21 | 4.02 | 4.85 | 5.40 | 5.20 | 5.43 | 5.76 | 5.51 | 0.92 |
Data as of 06/09/2026, Common starting date is 11/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMSFX (JPMORGAN INCOME FUND CLASS R6) |
-0.97%
Oct 2019 – Oct 2022 |
1.76%
Oct 2017 – Oct 2022 |
3.85%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMSFX (JPMORGAN INCOME FUND CLASS R6) |
7.76%
Oct 2022 – Oct 2025 |
6.31%
Feb 2016 – Feb 2021 |
4.81%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart