Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPDIX (JPMorgan Preferred and Income Securities Fund Class I) | 0.98% | 6.89% | 9.56% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 03/31/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPDIX (JPMorgan Preferred and Income Securities Fund Class I) | 03/31/2022 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.41 | 6.89 | 9.56 | NA | NA | NA | NA | … | … | 0.98 | 8.63 | 11.07 | 7.96 | -7.27 |
| Sharpe Ratio | NA | 1.56 | 1.88 | NA | NA | NA | NA | … | … | 0.01 | 1.77 | 2.52 | 0.50 | -1.90 |
| Standard Deviation(%) | NA | 2.85 | 3.45 | NA | NA | NA | NA | … | … | 3.41 | 3.27 | 2.95 | 8.73 | 6.01 |
| Draw Down(%) | NA | 2.92 | 4.27 | NA | NA | NA | NA | … | … | 2.92 | 3.48 | 2.13 | 12.86 | 11.75 |
| Yield(%) | 0.00 | 5.72 | 6.08 | 4.15 | 2.07 | 1.38 | 1.04 | … | … | 2.27 | 5.67 | 5.70 | 5.37 | 2.98 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| JPDIX (JPMorgan Preferred and Income Securities Fund Class I) |
5.00%
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 |
|---|---|---|---|---|
| JPDIX (JPMorgan Preferred and Income Securities Fund Class I) |
10.18%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart