Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRBSX (JPMORGAN INFLATION MANAGED BOND FUND CLASS I) | NA | -0.20% | 3.75% | 2.94% | 1.78% | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 04/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRBSX (JPMORGAN INFLATION MANAGED BOND FUND CLASS I) | 04/29/2010 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.20 | 3.75 | 2.94 | 1.78 | NA | NA | … | … | -2.79 | 2.81 | 6.06 | 6.79 | -1.16 | 1.99 | 3.54 | -0.20 | 0.07 | -2.83 | 5.63 | 5.13 | 3.46 |
| Sharpe Ratio | NA | -0.09 | 0.91 | 0.71 | 0.49 | NA | NA | … | … | -1.56 | 1.08 | 1.25 | 2.42 | -1.41 | 0.66 | 1.43 | -0.08 | 0.03 | -1.02 | 2.73 | 1.58 | 1.49 |
| Standard Deviation(%) | NA | 3.66 | 3.70 | 3.10 | 2.79 | NA | NA | … | … | 5.22 | 2.59 | 4.65 | 2.23 | 1.76 | 2.06 | 2.32 | 2.77 | 2.06 | 2.82 | 2.06 | 3.24 | 3.39 |
| Draw Down(%) | NA | 3.33 | 9.81 | 9.81 | 9.81 | NA | NA | … | … | 3.33 | 1.62 | 9.81 | 0.88 | 1.84 | 1.16 | 2.12 | 2.28 | 3.38 | 4.78 | 0.93 | 1.98 | 2.60 |
| Yield(%) | 0.00 | 2.16 | 2.17 | 2.17 | 1.82 | 1.64 | 1.23 | … | … | 0.52 | 2.22 | 1.81 | 2.58 | 2.27 | 2.07 | 1.74 | 1.37 | 1.44 | 1.16 | 2.44 | 2.47 | 1.86 |
Data as of 05/06/2022, Common starting date is 04/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRBSX (JPMORGAN INFLATION MANAGED BOND FUND CLASS I) |
-1.00%
Dec 2012 – Dec 2015 |
0.27%
Apr 2013 – Apr 2018 |
1.78%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRBSX (JPMORGAN INFLATION MANAGED BOND FUND CLASS I) |
5.81%
Dec 2018 – Dec 2021 |
3.61%
Dec 2016 – Dec 2021 |
2.45%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart