Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JPAXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 0.00% 0.00% 2.87% 2.47% NA NA NA
Data as of 06/11/2026, Common starting date is 05/21/2019
More Performance Analytics Comparison
Name Start Date End Date
JPAXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 05/21/2019 06/11/2026
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
Annualized Return (%) 0.00 0.00 2.87 2.47 NA NA NA 0.00 1.45 4.52 4.31 1.69 0.07 0.62 1.04
Sharpe Ratio NA -93.30 -0.36 -0.07 NA NA NA 0.00 -1.96 -1.51 0.04 0.49 2.21 1.59 0.81
Standard Deviation(%) NA 0.03 1.09 0.97 NA NA NA 0.00 0.73 1.38 1.32 0.63 0.02 0.24 0.53
Draw Down(%) NA 0.02 0.04 0.04 NA NA NA 0.00 0.02 0.04 0.00 0.00 0.00 0.00 0.00
Yield(%) 0.00 0.00 3.38 2.77 1.55 1.04 0.78 0.00 1.82 5.19 5.11 1.68 0.08 0.63 1.04
Data as of 06/11/2026, Common starting date is 05/21/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JPAXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 0.62%
Jul 2019 – Jul 2022
2.08%
Jun 2019 – Jun 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JPAXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 4.11%
Apr 2022 – Apr 2025
2.51%
Apr 2020 – Apr 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return