Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPDRX (JPMorgan Preferred and Income Securities Fund Class R6) | 0.63% | 6.68% | 9.66% | 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 |
|---|---|---|
| JPDRX (JPMorgan Preferred and Income Securities Fund Class R6) | 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 | 6.68 | 9.66 | NA | NA | NA | NA | … | … | 0.63 | 8.72 | 11.00 | 8.13 | -7.24 |
| Sharpe Ratio | NA | 1.41 | 1.86 | NA | NA | NA | NA | … | … | -0.31 | 1.80 | 2.50 | 0.52 | -1.89 |
| Standard Deviation(%) | NA | 2.87 | 3.43 | NA | NA | NA | NA | … | … | 3.34 | 3.26 | 2.95 | 8.71 | 6.03 |
| Draw Down(%) | NA | 2.92 | 4.26 | NA | NA | NA | NA | … | … | 2.92 | 3.36 | 2.13 | 12.85 | 11.73 |
| Yield(%) | 0.00 | 5.32 | 5.99 | 4.11 | 2.05 | 1.37 | 1.03 | … | … | 1.83 | 5.76 | 5.73 | 5.43 | 3.04 |
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 |
|---|---|---|---|---|
| JPDRX (JPMorgan Preferred and Income Securities Fund Class R6) |
5.05%
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 |
|---|---|---|---|---|
| JPDRX (JPMorgan Preferred and Income Securities Fund Class R6) |
10.24%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart