Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNBZX (JPMORGAN INCOME BUILDER FUND CLASS R6) | 5.42% | 14.47% | 10.99% | 4.53% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNBZX (JPMORGAN INCOME BUILDER FUND CLASS R6) | 11/01/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 14.47 | 10.99 | 4.53 | NA | NA | NA | … | … | 5.42 | 13.60 | 7.34 | 9.55 | -12.74 | 9.28 | 6.34 | 15.05 | -4.12 | 1.80 |
| Sharpe Ratio | NA | 1.76 | 1.07 | 0.25 | NA | NA | NA | … | … | 1.15 | 1.46 | 0.59 | 0.83 | -1.33 | 1.63 | 0.39 | 3.90 | -0.99 | 3.94 |
| Standard Deviation(%) | NA | 6.53 | 7.25 | 7.84 | NA | NA | NA | … | … | 8.35 | 7.39 | 6.26 | 7.19 | 10.66 | 5.67 | 15.40 | 3.48 | 5.56 | 2.79 |
| Draw Down(%) | NA | 5.15 | 7.37 | 19.17 | NA | NA | NA | … | … | 5.15 | 7.37 | 3.58 | 6.93 | 19.17 | 3.05 | 23.50 | 1.66 | 8.27 | 1.03 |
| Yield(%) | 0.00 | 6.30 | 6.16 | 5.39 | 4.46 | 2.97 | 2.23 | … | … | 2.49 | 6.18 | 6.07 | 5.32 | 3.92 | 8.69 | 3.63 | 4.70 | 4.27 | 0.67 |
Data as of 06/09/2026, Common starting date is 11/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNBZX (JPMORGAN INCOME BUILDER FUND CLASS R6) |
-0.83%
Sep 2019 – Sep 2022 |
2.27%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNBZX (JPMORGAN INCOME BUILDER FUND CLASS R6) |
11.95%
May 2023 – May 2026 |
7.24%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart