Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPHRX (JPMORGAN FLOATING RATE INCOME FUND CLASS R6) | 1.58% | 3.60% | 5.66% | 4.16% | 3.99% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/06/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPHRX (JPMORGAN FLOATING RATE INCOME FUND CLASS R6) | 11/06/2013 | 06/10/2026 |
| 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 3.60 | 5.66 | 4.16 | 3.99 | NA | NA | … | … | 1.58 | 1.78 | 7.24 | 11.19 | -2.03 | 4.65 | 1.37 | 7.26 | -0.22 | 3.15 | 8.82 | -2.27 | 0.42 | 0.54 |
| Sharpe Ratio | NA | 0.64 | 1.32 | 0.76 | 0.65 | NA | NA | … | … | 0.83 | -0.42 | 2.67 | 3.86 | -1.08 | 4.55 | 0.11 | 2.91 | -1.09 | 2.51 | 4.50 | -1.33 | 0.23 | 2.88 |
| Standard Deviation(%) | NA | 1.88 | 2.01 | 2.25 | 3.68 | NA | NA | … | … | 1.85 | 2.63 | 1.35 | 1.97 | 3.22 | 1.02 | 10.03 | 1.99 | 1.48 | 1.00 | 1.91 | 1.73 | 1.74 | 1.29 |
| Draw Down(%) | NA | 1.25 | 3.33 | 6.79 | 20.94 | NA | NA | … | … | 1.21 | 3.33 | 0.71 | 1.52 | 6.79 | 0.51 | 20.94 | 1.09 | 3.81 | 0.53 | 2.60 | 5.71 | 3.01 | 0.39 |
| Yield(%) | 0.00 | 7.42 | 8.06 | 6.50 | 5.31 | 3.97 | 2.97 | … | … | 3.19 | 7.19 | 9.11 | 8.25 | 4.85 | 3.44 | 3.85 | 5.47 | 4.45 | 3.84 | 4.76 | 4.34 | 4.21 | 0.54 |
Data as of 06/10/2026, Common starting date is 11/06/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPHRX (JPMORGAN FLOATING RATE INCOME FUND CLASS R6) |
-1.67%
Mar 2017 – Mar 2020 |
0.04%
Mar 2015 – Mar 2020 |
3.14%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPHRX (JPMORGAN FLOATING RATE INCOME FUND CLASS R6) |
7.59%
Jun 2022 – Jun 2025 |
7.28%
Mar 2020 – Mar 2025 |
4.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart