Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMTTX (JPMORGAN TOTAL RETURN FUND CLASS R2) | NA | 0.94% | 0.11% | -2.15% | 0.94% | NA | NA | … | … |
Data as of 07/31/2025, Common starting date is 03/20/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMTTX (JPMORGAN TOTAL RETURN FUND CLASS R2) | 03/20/2014 | 07/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.94 | 0.11 | -2.15 | 0.94 | NA | NA | … | … | 1.48 | 0.19 | 5.03 | -13.95 | -2.32 | 6.44 | 8.85 | -1.35 | 3.62 | 4.14 | -1.16 | 2.79 |
| Sharpe Ratio | NA | -0.55 | -0.52 | -0.77 | -0.11 | NA | NA | … | … | -0.11 | -0.67 | 0.20 | -2.06 | -0.70 | 1.13 | 2.33 | -1.06 | 1.19 | 1.38 | -0.40 | 1.83 |
| Standard Deviation(%) | NA | 4.65 | 6.18 | 5.59 | 4.68 | NA | NA | … | … | 4.41 | 5.12 | 6.97 | 7.49 | 3.35 | 5.47 | 3.17 | 2.58 | 2.50 | 2.84 | 2.98 | 1.94 |
| Draw Down(%) | NA | 5.13 | 10.25 | 19.98 | 19.98 | NA | NA | … | … | 2.69 | 4.25 | 7.59 | 17.53 | 3.67 | 8.91 | 2.12 | 3.01 | 1.61 | 3.75 | 3.39 | 0.89 |
| Yield(%) | 0.00 | 2.76 | 2.57 | 1.91 | 2.16 | 1.65 | 1.24 | … | … | 1.48 | 3.01 | 2.86 | 1.31 | 1.33 | 1.92 | 2.23 | 2.15 | 1.97 | 2.37 | 2.84 | 2.17 |
Data as of 07/31/2025, Common starting date is 03/20/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMTTX (JPMORGAN TOTAL RETURN FUND CLASS R2) |
-6.29%
Oct 2020 – Oct 2023 |
-1.88%
Jun 2020 – Jun 2025 |
0.63%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMTTX (JPMORGAN TOTAL RETURN FUND CLASS R2) |
4.89%
Jul 2017 – Jul 2020 |
4.29%
Dec 2015 – Dec 2020 |
1.22%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart