Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSISX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS I) | NA | 1.16% | 3.07% | 2.93% | 4.67% | NA | NA | … | … |
Data as of 03/30/2015, Common starting date is 09/21/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSISX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS I) | 09/21/2001 | 03/30/2015 |
| 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 (%) | 0.10 | 1.16 | 3.07 | 2.93 | 4.67 | NA | NA | … | … | 1.20 | 1.01 | 3.29 | 6.72 | 2.17 | 34.89 | -1.74 | -7.58 | 0.59 | 5.73 | 4.47 | 6.02 | 6.06 | -1.34 | 1.02 |
| Sharpe Ratio | NA | 0.56 | 1.39 | 0.80 | 0.47 | NA | NA | … | … | 2.64 | 0.48 | 1.43 | 3.10 | 0.81 | 0.17 | -1.72 | -1.35 | -0.58 | 1.04 | 0.95 | 1.34 | 1.69 | -0.84 | 0.87 |
| Standard Deviation(%) | NA | 2.06 | 2.18 | 11.45 | 7.99 | NA | NA | … | … | 1.94 | 2.07 | 2.27 | 2.17 | 2.65 | 107.63 | 4.23 | 6.28 | 4.21 | 2.34 | 2.41 | 3.78 | 3.18 | 2.89 | 2.77 |
| Draw Down(%) | NA | 2.04 | 4.16 | 4.16 | 13.98 | NA | NA | … | … | 0.69 | 2.04 | 4.16 | 1.86 | 3.14 | 0.20 | 2.64 | 13.26 | 6.58 | 2.13 | 2.39 | 4.11 | 4.90 | 6.19 | 1.65 |
| Yield(%) | 0.00 | 3.43 | 3.16 | 2.63 | 3.57 | 2.98 | 2.23 | … | … | 0.00 | 3.72 | 2.35 | 4.01 | 2.74 | 0.16 | 0.24 | 5.75 | 5.49 | 5.85 | 4.59 | 4.72 | 2.49 | 0.00 | 0.00 |
Data as of 03/30/2015, Common starting date is 09/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSISX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS I) |
-1.66%
Feb 2006 – Feb 2009 |
0.94%
Mar 2004 – Mar 2009 |
5.01%
Jun 2003 – Jun 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSISX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS I) |
14.69%
Jul 2010 – Jul 2013 |
7.70%
Feb 2006 – Feb 2011 |
6.07%
Mar 2004 – Mar 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart