Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPM-PD (JPMorgan Chase & Co) | -1.74% | 4.09% | 4.50% | 2.66% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/20/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPM-PD (JPMorgan Chase & Co) | 09/20/2018 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | 4.09 | 4.50 | 2.66 | NA | NA | NA | … | … | -1.74 | 4.90 | 6.64 | 13.33 | -7.83 | 0.82 | 8.40 | 15.27 | 1.29 |
| Sharpe Ratio | NA | 0.20 | 0.17 | 0.03 | NA | NA | NA | … | … | -1.08 | 0.31 | 0.47 | 0.94 | -0.70 | 0.11 | 0.46 | 2.12 | 0.40 |
| Standard Deviation(%) | NA | 5.49 | 7.07 | 8.99 | NA | NA | NA | … | … | 5.58 | 6.54 | 6.43 | 10.40 | 13.37 | 7.02 | 17.67 | 6.52 | 7.83 |
| Draw Down(%) | NA | 3.78 | 6.72 | 13.10 | NA | NA | NA | … | … | 3.78 | 3.74 | 3.59 | 6.72 | 10.87 | 4.92 | 18.81 | 4.12 | 2.85 |
| Yield(%) | 0.00 | 5.94 | 5.79 | 5.17 | 4.43 | 2.95 | 2.21 | … | … | 2.86 | 5.71 | 5.76 | 6.08 | 5.37 | 5.17 | 5.20 | 5.76 | 1.12 |
Data as of 06/09/2026, Common starting date is 09/20/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPM-PD (JPMorgan Chase & Co) |
-0.01%
Oct 2020 – Oct 2023 |
3.17%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPM-PD (JPMorgan Chase & Co) |
8.71%
Oct 2018 – Oct 2021 |
5.64%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart