Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNBCX (JPMORGAN INCOME BUILDER FUND CLASS C) | 4.25% | 12.54% | 9.89% | 2.67% | 4.86% | 4.88% | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNBCX (JPMORGAN INCOME BUILDER FUND CLASS C) | 06/28/2007 | 06/10/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.03 | 12.54 | 9.89 | 2.67 | 4.86 | 4.88 | NA | … | … | 4.25 | 12.84 | 6.59 | 8.77 | -13.38 | 3.76 | 5.57 | 14.16 | -4.86 | 10.11 | 6.74 | -1.45 | 3.31 | 8.69 | 16.49 | -0.88 | 11.84 | 36.43 | -25.90 | 0.25 |
| Sharpe Ratio | NA | 1.63 | 0.96 | 0.04 | 0.40 | NA | NA | … | … | 1.03 | 1.35 | 0.47 | 0.72 | -1.40 | 0.51 | 0.35 | 3.64 | -1.13 | 2.88 | 0.96 | -0.20 | 0.58 | 1.49 | 3.21 | -0.09 | 1.41 | 3.85 | -1.73 | -0.26 |
| Standard Deviation(%) | NA | 6.55 | 7.27 | 8.11 | 8.08 | NA | NA | … | … | 8.44 | 7.39 | 6.28 | 7.14 | 10.62 | 7.38 | 15.33 | 3.49 | 5.56 | 3.29 | 6.81 | 7.29 | 5.70 | 5.81 | 5.17 | 10.68 | 8.34 | 9.44 | 15.52 | 8.71 |
| Draw Down(%) | NA | 5.24 | 7.52 | 22.88 | 23.65 | NA | NA | … | … | 5.24 | 7.52 | 3.60 | 7.40 | 19.55 | 6.31 | 23.65 | 1.73 | 8.95 | 1.56 | 6.60 | 7.84 | 6.12 | 7.20 | 4.61 | 13.83 | 8.61 | 10.83 | 32.16 | 6.38 |
| Yield(%) | 0.00 | 5.56 | 5.41 | 3.92 | 4.16 | 4.31 | 3.96 | … | … | 2.20 | 5.45 | 5.36 | 4.60 | 3.27 | 3.45 | 2.94 | 3.92 | 3.55 | 3.50 | 3.63 | 3.37 | 4.43 | 4.03 | 5.18 | 4.64 | 3.96 | 4.73 | 4.57 | 3.13 |
Data as of 06/10/2026, Common starting date is 06/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNBCX (JPMORGAN INCOME BUILDER FUND CLASS C) |
-2.97%
Sep 2019 – Sep 2022 |
-0.18%
Sep 2017 – Sep 2022 |
1.97%
Oct 2013 – Oct 2023 |
3.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNBCX (JPMORGAN INCOME BUILDER FUND CLASS C) |
18.95%
Feb 2009 – Feb 2012 |
15.26%
Feb 2009 – Feb 2014 |
9.16%
Feb 2009 – Feb 2019 |
6.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart