Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSIAX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS A) | NA | 5.24% | 6.48% | 3.41% | 3.40% | 3.11% | 2.92% | … | … |
Data as of 10/17/2025, Common starting date is 10/25/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSIAX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS A) | 10/25/2001 | 10/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.24 | 6.48 | 3.41 | 3.40 | 3.11 | 2.92 | … | … | 1.10 | -0.58 | 3.18 | 6.39 | 1.92 | 34.87 | -1.85 | -11.23 | -4.39 | 0.36 | 0.05 | 1.40 | 3.51 | -1.23 | 0.34 |
| Sharpe Ratio | NA | 0.43 | 1.30 | 0.70 | 0.19 | NA | NA | … | … | 2.51 | -0.32 | 1.38 | 2.99 | 0.72 | 0.15 | -2.30 | -1.82 | -1.45 | -1.11 | -0.82 | 0.07 | 0.96 | -0.78 | 0.20 |
| Standard Deviation(%) | NA | 2.08 | 2.17 | 12.80 | 8.92 | NA | NA | … | … | 1.87 | 1.97 | 2.28 | 2.14 | 2.63 | 113.37 | 5.37 | 6.65 | 5.13 | 2.67 | 2.58 | 6.95 | 2.94 | 2.99 | 3.24 |
| Draw Down(%) | NA | 2.10 | 4.30 | 4.30 | 19.45 | NA | NA | … | … | 0.69 | 2.10 | 4.30 | 1.89 | 3.18 | 0.10 | 2.87 | 16.11 | 7.77 | 3.89 | 2.57 | 8.36 | 5.27 | 6.19 | 1.67 |
| Yield(%) | 0.00 | 4.18 | 4.14 | 3.45 | 3.20 | 3.08 | 2.67 | … | … | 3.55 | 3.55 | 2.15 | 3.79 | 2.49 | 0.14 | 0.00 | 2.01 | 0.63 | 0.68 | 0.27 | 0.30 | 0.00 | 0.00 | 0.00 |
Data as of 10/17/2025, Common starting date is 10/25/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIAX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS A) |
-6.16%
Nov 2005 – Nov 2008 |
-3.34%
Nov 2003 – Nov 2008 |
1.96%
Oct 2012 – Oct 2022 |
2.34%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIAX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS A) |
14.24%
Nov 2010 – Nov 2013 |
9.18%
Jul 2010 – Jul 2015 |
6.18%
Nov 2010 – Nov 2020 |
5.23%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart