Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMSIX (JPMORGAN INCOME FUND CLASS I) | 1.12% | 5.59% | 7.23% | 2.95% | 4.31% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMSIX (JPMORGAN INCOME FUND CLASS I) | 11/10/2014 | 06/05/2026 |
| 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 | 5.59 | 7.23 | 2.95 | 4.31 | NA | NA | … | … | 1.12 | 7.72 | 7.79 | 7.11 | -8.22 | 3.64 | 2.94 | 11.78 | 1.01 | 5.98 | 8.50 | -0.57 | -0.51 |
| Sharpe Ratio | NA | 1.16 | 1.28 | 0.12 | 0.69 | NA | NA | … | … | 0.05 | 1.89 | 1.50 | 0.69 | -1.95 | 1.96 | 0.35 | 4.74 | -0.15 | 2.45 | 2.27 | -0.19 | -0.90 |
| Standard Deviation(%) | NA | 2.53 | 3.10 | 3.75 | 3.89 | NA | NA | … | … | 2.77 | 2.57 | 2.77 | 5.09 | 4.96 | 1.85 | 7.56 | 2.18 | 2.45 | 2.18 | 3.65 | 3.09 | 4.01 |
| Draw Down(%) | NA | 1.62 | 2.31 | 11.36 | 18.40 | NA | NA | … | … | 1.62 | 1.64 | 1.19 | 3.44 | 11.09 | 1.58 | 18.40 | 0.52 | 1.61 | 1.36 | 2.67 | 4.26 | 2.53 |
| Yield(%) | 0.51 | 6.04 | 6.01 | 4.75 | 5.00 | 3.73 | 2.80 | … | … | 2.50 | 6.07 | 5.90 | 5.38 | 4.21 | 4.02 | 4.84 | 5.40 | 5.20 | 5.42 | 5.63 | 5.39 | 0.91 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JMSIX (JPMORGAN INCOME FUND CLASS I) |
-0.97%
Oct 2019 – Oct 2022 |
1.75%
Oct 2017 – Oct 2022 |
3.83%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMSIX (JPMORGAN INCOME FUND CLASS I) |
7.73%
Oct 2022 – Oct 2025 |
6.31%
Feb 2016 – Feb 2021 |
4.80%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart