Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JRVXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) | 1.28% | 2.74% | 3.55% | 2.15% | 1.42% | 0.95% | 0.71% | 0.62% |
Data as of 08/06/2025, AR inception is 02/25/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRVXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) | 02/25/2002 | 08/06/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.74 | 3.55 | 2.15 | 1.42 | 0.95 | 0.71 | 0.62 | 1.28 | 4.06 | 3.85 | 1.28 | 0.00 | 0.29 | 1.76 | 1.08 | 0.36 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | -0.42 | 0.16 | 0.06 | -0.03 | NA | NA | -1.27 | -1.01 | -2.03 | -0.34 | -0.20 | -9.97 | 0.40 | 0.71 | -0.66 | -1.82 | 0.00 | 0.00 | 0.00 | -31.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 0.98 | 1.12 | 0.87 | 0.65 | NA | NA | 0.43 | 0.83 | 1.25 | 1.19 | 0.52 | 0.00 | 0.15 | 0.50 | 0.36 | 0.15 | NA | NA | NA | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 0.08 | 0.08 | 0.08 | 0.08 | NA | NA | 0.08 | 0.00 | 0.08 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.10 | 3.88 | 2.36 | 1.53 | 1.02 | 0.76 | 0.66 | 1.27 | 4.67 | 4.60 | 1.27 | 0.00 | 0.27 | 1.73 | 1.08 | 0.37 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/06/2025, AR inception is 02/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRVXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) |
0.00%
Mar 2002 - Mar 2005 |
0.00%
Mar 2002 - Mar 2007 |
0.00%
Oct 2002 - Oct 2012 |
0.02%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRVXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) |
3.61%
Apr 2022 - Apr 2025 |
2.16%
Apr 2020 - Apr 2025 |
1.42%
Apr 2015 - Apr 2025 |
0.95%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart