Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JYHRX (JPMORGAN HIGH YIELD FUND CLASS R5) | 1.70% | 7.07% | 8.86% | 4.18% | 5.17% | 5.08% | 5.92% | … | … |
Data as of 06/10/2026, Common starting date is 05/16/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JYHRX (JPMORGAN HIGH YIELD FUND CLASS R5) | 05/16/2006 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 7.07 | 8.86 | 4.18 | 5.17 | 5.08 | 5.92 | … | … | 1.70 | 8.41 | 8.48 | 12.02 | -10.25 | 6.82 | 3.05 | 13.50 | -2.80 | 6.73 | 13.93 | -4.63 | 2.72 | 7.14 | 14.74 | 2.67 | 13.93 | 48.46 | -22.46 | 2.31 | 6.55 |
| Sharpe Ratio | NA | 1.92 | 1.69 | 0.36 | 0.64 | NA | NA | … | … | 0.54 | 1.79 | 1.66 | 1.63 | -1.52 | 2.90 | 0.22 | 3.79 | -1.19 | 2.38 | 2.61 | -1.12 | 0.81 | 2.34 | 5.15 | 0.49 | 3.39 | 8.89 | -2.88 | -0.25 | 3.72 |
| Standard Deviation(%) | NA | 2.30 | 3.38 | 4.73 | 5.58 | NA | NA | … | … | 2.79 | 3.09 | 2.92 | 5.17 | 7.74 | 2.34 | 12.56 | 3.17 | 3.52 | 2.56 | 5.25 | 4.17 | 3.32 | 3.04 | 2.88 | 5.41 | 4.08 | 5.44 | 8.12 | 3.35 | 1.91 |
| Draw Down(%) | NA | 1.50 | 3.42 | 13.71 | 23.23 | NA | NA | … | … | 1.50 | 3.42 | 1.71 | 4.18 | 13.56 | 1.65 | 23.23 | 1.58 | 6.02 | 2.26 | 4.78 | 9.47 | 5.31 | 4.98 | 3.11 | 10.47 | 5.54 | 5.93 | 27.68 | 5.21 | 1.45 |
| Yield(%) | 0.00 | 6.44 | 7.05 | 5.63 | 5.66 | 5.69 | 6.16 | … | … | 2.59 | 6.61 | 7.29 | 6.79 | 5.12 | 4.89 | 4.60 | 6.20 | 5.70 | 5.77 | 5.97 | 5.64 | 7.60 | 8.75 | 7.62 | 9.11 | 8.07 | 10.18 | 7.30 | 8.59 | 4.12 |
Data as of 06/10/2026, Common starting date is 05/16/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JYHRX (JPMORGAN HIGH YIELD FUND CLASS R5) |
-0.85%
Sep 2019 – Sep 2022 |
1.08%
Sep 2017 – Sep 2022 |
3.11%
Oct 2013 – Oct 2023 |
4.88%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JYHRX (JPMORGAN HIGH YIELD FUND CLASS R5) |
20.75%
Feb 2009 – Feb 2012 |
17.08%
Nov 2008 – Nov 2013 |
10.12%
Nov 2008 – Nov 2018 |
7.84%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart