Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JPAXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) | 1.45% | 3.15% | 4.01% | 2.49% | NA | NA | NA | 2.34% |
Data as of 08/06/2025, AR inception 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 | 08/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.15 | 4.01 | 2.49 | NA | NA | NA | 2.34 | 1.45 | 4.52 | 4.31 | 1.69 | 0.07 | 0.62 | 1.04 |
| Sharpe Ratio | NA | -0.01 | 0.51 | 0.40 | NA | NA | NA | 0.46 | -0.56 | -1.51 | 0.04 | 0.49 | 2.21 | 1.59 | 0.81 |
| Standard Deviation(%) | NA | 1.10 | 1.24 | 0.97 | NA | NA | NA | 0.90 | 0.94 | 1.38 | 1.32 | 0.63 | 0.02 | 0.24 | 0.53 |
| Draw Down(%) | NA | 0.04 | 0.04 | 0.04 | NA | NA | NA | 0.04 | 0.00 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.88 | 4.48 | 2.79 | 1.56 | 1.04 | 0.78 | 2.59 | 1.82 | 5.19 | 5.11 | 1.68 | 0.08 | 0.63 | 1.04 |
Data as of 08/06/2025, AR inception 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