Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JXCXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) NA 55,597.63% 62.39% 40.97% 81.49% 1.06% NA
Data as of 02/03/2023, Common starting date is 03/04/2005
More Performance Analytics Comparison
Name Start Date End Date
JXCXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 03/04/2005 02/03/2023
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 55,597.63 62.39 40.97 81.49 1.06 NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 162.69 0.45 0.59 20.40 0.04 0.06
Data as of 02/03/2023, Common starting date is 03/04/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JXCXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) -86.94%
Jun 2008 – Jun 2011
-70.52%
Jun 2008 – Jun 2013
-44.26%
Nov 2006 – Nov 2016
-35.19%
Apr 2007 – Apr 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JXCXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 458.90%
Mar 2016 – Mar 2019
180.80%
Mar 2014 – Mar 2019
81.49%
Jan 2013 – Jan 2023
-0.89%
Jan 2008 – Jan 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return