Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGLVX (JPMORGAN SHORT DURATION BOND FUND CLASS A) | 0.51% | 3.63% | 4.68% | 2.14% | 2.02% | 1.56% | 2.20% | … | … |
Data as of 06/08/2026, Common starting date is 02/27/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGLVX (JPMORGAN SHORT DURATION BOND FUND CLASS A) | 02/27/1992 | 06/08/2026 |
| 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 3.63 | 4.68 | 2.14 | 2.02 | 1.56 | 2.20 | … | … | 0.51 | 5.31 | 4.88 | 5.15 | -3.95 | -0.48 | 4.09 | 4.00 | 0.91 | 0.52 | 0.80 | 0.17 | 0.48 | -0.22 | 1.41 | 1.43 | 2.66 | 4.71 | 3.39 | 5.80 | 4.06 | 1.62 | 0.95 | 2.12 | 5.19 | 7.80 | 7.40 | 2.81 | 6.54 | 5.93 | 4.14 | 11.57 | -0.67 | 5.92 | 5.97 |
| Sharpe Ratio | NA | 0.60 | 0.79 | -0.20 | 0.21 | NA | NA | … | … | -0.90 | 1.52 | 0.71 | 0.54 | -2.45 | -0.28 | 1.97 | 1.98 | -0.53 | -0.14 | 0.55 | 0.13 | 0.53 | -0.32 | 1.90 | 1.33 | 2.03 | 2.70 | 0.91 | 1.70 | 0.61 | -0.70 | -0.02 | 0.82 | 1.95 | 2.44 | 1.61 | -0.25 | 1.11 | 0.86 | 0.16 | 1.89 | -1.32 | 1.56 | 1.29 |
| Standard Deviation(%) | NA | 1.47 | 1.81 | 1.99 | 1.75 | NA | NA | … | … | 1.48 | 1.60 | 1.78 | 2.79 | 2.21 | 1.78 | 1.95 | 1.28 | 0.90 | 0.98 | 1.07 | 1.13 | 0.88 | 0.80 | 0.72 | 1.05 | 1.26 | 1.71 | 2.66 | 1.56 | 1.06 | 0.93 | 1.52 | 1.71 | 2.07 | 2.22 | 1.98 | 2.21 | 2.77 | 2.61 | 3.06 | 4.01 | 2.83 | 2.39 | 3.61 |
| Draw Down(%) | NA | 0.91 | 0.91 | 6.23 | 7.11 | NA | NA | … | … | 0.91 | 0.55 | 0.77 | 1.49 | 5.41 | 1.87 | 3.89 | 0.64 | 0.61 | 0.66 | 1.03 | 0.79 | 0.66 | 0.91 | 0.27 | 0.55 | 0.94 | 0.75 | 1.86 | 0.47 | 0.29 | 0.48 | 1.52 | 1.18 | 0.84 | 1.29 | 0.51 | 0.95 | 1.41 | 1.16 | 2.14 | 2.68 | 3.22 | 0.92 | 1.48 |
| Yield(%) | 0.00 | 3.96 | 3.79 | 2.64 | 2.06 | 1.65 | 2.06 | … | … | 1.60 | 4.01 | 3.77 | 2.77 | 1.15 | 0.78 | 1.68 | 2.19 | 1.45 | 0.98 | 0.70 | 0.73 | 0.66 | 0.78 | 1.04 | 1.61 | 1.54 | 2.59 | 3.70 | 4.05 | 3.60 | 2.91 | 2.52 | 3.02 | 3.51 | 5.23 | 5.63 | 5.30 | 5.61 | 5.89 | 5.68 | 5.97 | 5.02 | 5.19 | 5.39 |
Data as of 06/08/2026, Common starting date is 02/27/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGLVX (JPMORGAN SHORT DURATION BOND FUND CLASS A) |
-0.69%
Jun 2020 – Jun 2023 |
0.21%
Apr 2013 – Apr 2018 |
0.49%
Oct 2012 – Oct 2022 |
1.22%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGLVX (JPMORGAN SHORT DURATION BOND FUND CLASS A) |
7.26%
Nov 1994 – Nov 1997 |
6.39%
Sep 1996 – Sep 2001 |
5.71%
Mar 1992 – Mar 2002 |
4.96%
Nov 1994 – Nov 2009 |
Annualized Rolling Returns Comparison Chart