Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGGBX (JPMORGAN GOVERNMENT BOND FUND CLASS B) | NA | 2.00% | 0.23% | 2.39% | 3.46% | 4.54% | 3.30% | … | … |
Data as of 06/26/2015, Common starting date is 01/14/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGGBX (JPMORGAN GOVERNMENT BOND FUND CLASS B) | 01/14/1994 | 06/26/2015 |
| 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.00 | 0.23 | 2.39 | 3.46 | 4.54 | 3.30 | … | … | -0.27 | 0.83 | -6.71 | 0.69 | 6.26 | 3.13 | -1.96 | 4.37 | 2.29 | -1.37 | -1.45 | -0.10 | -2.36 | 5.47 | 1.00 | 5.29 | -7.44 | 2.10 | 3.09 | -4.21 | 10.64 | -9.16 |
| Sharpe Ratio | NA | -0.38 | -0.63 | -0.04 | -0.11 | NA | NA | … | … | -0.14 | 0.24 | -1.75 | 0.19 | 1.21 | 0.65 | -0.37 | 0.46 | -0.16 | -1.34 | -0.94 | -0.23 | -0.61 | 0.85 | -0.24 | 0.34 | -2.40 | -0.30 | -14.29 | -1.55 | 1.75 | -2.22 |
| Standard Deviation(%) | NA | 3.79 | 3.60 | 4.12 | 4.71 | NA | NA | … | … | 3.96 | 3.37 | 3.85 | 3.40 | 5.17 | 4.72 | 5.60 | 7.40 | 4.63 | 3.50 | 3.84 | 4.55 | 4.98 | 5.14 | 5.57 | 3.64 | 4.45 | 4.10 | 3.63 | 4.94 | 3.89 | 5.63 |
| Draw Down(%) | NA | 4.00 | 8.47 | 8.47 | 8.47 | NA | NA | … | … | 3.31 | 3.20 | 6.95 | 2.16 | 2.90 | 4.86 | 4.70 | 5.82 | 3.92 | 4.68 | 4.37 | 5.92 | 6.44 | 3.12 | 5.62 | 3.54 | 7.62 | 4.09 | 3.37 | 7.34 | 2.22 | 10.02 |
| Yield(%) | 0.00 | 3.44 | 2.41 | 2.62 | 3.10 | 3.89 | 2.96 | … | … | 0.60 | 3.68 | 2.20 | 1.84 | 3.11 | 2.70 | 3.11 | 3.57 | 4.03 | 3.70 | 3.76 | 3.88 | 3.89 | 4.86 | 5.12 | 5.42 | 0.41 | 0.00 | 0.00 | 0.44 | 0.00 | 0.00 |
Data as of 06/26/2015, Common starting date is 01/14/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGGBX (JPMORGAN GOVERNMENT BOND FUND CLASS B) |
-1.00%
Feb 1994 – Feb 1997 |
-0.43%
May 1995 – May 2000 |
2.57%
Feb 1994 – Feb 2004 |
3.02%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGGBX (JPMORGAN GOVERNMENT BOND FUND CLASS B) |
9.89%
May 2000 – May 2003 |
6.82%
May 2000 – May 2005 |
5.60%
May 2000 – May 2010 |
4.88%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart