Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPDAX (JPMorgan Preferred and Income Securities Fund Class A) | 1.08% | 6.84% | 9.49% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/31/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPDAX (JPMorgan Preferred and Income Securities Fund Class A) | 03/31/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 6.84 | 9.49 | NA | NA | NA | NA | … | … | 1.08 | 8.36 | 10.68 | 7.79 | -7.44 |
| Sharpe Ratio | NA | 1.51 | 1.83 | NA | NA | NA | NA | … | … | 0.01 | 1.70 | 2.43 | 0.48 | -1.93 |
| Standard Deviation(%) | NA | 2.78 | 3.41 | NA | NA | NA | NA | … | … | 3.38 | 3.23 | 2.91 | 8.67 | 6.01 |
| Draw Down(%) | NA | 2.82 | 4.42 | NA | NA | NA | NA | … | … | 2.82 | 3.39 | 2.02 | 12.88 | 11.85 |
| Yield(%) | 0.44 | 5.47 | 5.83 | 3.95 | 1.98 | 1.32 | 0.99 | … | … | 2.17 | 5.42 | 5.44 | 5.10 | 2.82 |
Data as of 06/05/2026, Common starting date is 03/31/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPDAX (JPMorgan Preferred and Income Securities Fund Class A) |
4.76%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPDAX (JPMorgan Preferred and Income Securities Fund Class A) |
9.90%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart