Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OHYFX (JPMORGAN HIGH YIELD FUND CLASS I) | 1.69% | 7.20% | 8.83% | 4.14% | 4.96% | 4.94% | 5.84% | … | … |
Data as of 06/09/2026, Common starting date is 11/27/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OHYFX (JPMORGAN HIGH YIELD FUND CLASS I) | 11/27/1998 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 7.20 | 8.83 | 4.14 | 4.96 | 4.94 | 5.84 | … | … | 1.69 | 8.35 | 8.63 | 11.81 | -10.31 | 6.76 | 2.85 | 13.47 | -2.85 | 5.62 | 13.75 | -4.54 | 2.67 | 6.95 | 14.80 | 2.64 | 13.92 | 48.45 | -22.54 | 2.18 | 12.80 | 3.04 | 11.30 | 26.10 | -1.25 | 5.35 | -3.53 | 3.27 | 0.57 |
| Sharpe Ratio | NA | 1.90 | 1.66 | 0.34 | 0.61 | NA | NA | … | … | 0.40 | 1.81 | 1.71 | 1.57 | -1.53 | 2.87 | 0.20 | 3.87 | -1.22 | 1.83 | 2.55 | -1.11 | 0.80 | 2.26 | 5.19 | 0.49 | 3.42 | 9.10 | -2.91 | -0.29 | 5.49 | 0.28 | 4.23 | 8.55 | -0.59 | 0.73 | -2.19 | -0.03 | 1.35 |
| Standard Deviation(%) | NA | 2.31 | 3.40 | 4.74 | 5.61 | NA | NA | … | … | 2.76 | 3.04 | 2.92 | 5.24 | 7.72 | 2.34 | 12.65 | 3.10 | 3.48 | 2.72 | 5.30 | 4.11 | 3.33 | 3.06 | 2.87 | 5.35 | 4.04 | 5.31 | 8.05 | 3.35 | 1.72 | 2.82 | 2.44 | 2.97 | 4.04 | 4.02 | 3.54 | 3.07 | 2.37 |
| Draw Down(%) | NA | 1.64 | 3.30 | 13.76 | 23.27 | NA | NA | … | … | 1.64 | 3.30 | 1.71 | 4.22 | 13.61 | 1.67 | 23.27 | 1.46 | 6.18 | 2.27 | 4.94 | 9.49 | 5.34 | 4.99 | 3.12 | 10.38 | 5.43 | 6.09 | 27.63 | 5.16 | 1.04 | 5.53 | 3.55 | 3.57 | 10.49 | 6.25 | 5.51 | 4.56 | 0.40 |
| Yield(%) | 0.00 | 6.41 | 7.00 | 5.59 | 5.59 | 5.64 | 6.15 | … | … | 2.58 | 6.54 | 7.27 | 6.75 | 5.10 | 4.82 | 4.54 | 6.16 | 5.66 | 5.72 | 5.95 | 5.61 | 7.56 | 8.69 | 7.54 | 9.10 | 8.07 | 10.11 | 7.25 | 8.59 | 8.12 | 7.56 | 7.56 | 8.98 | 8.38 | 9.72 | 9.42 | 8.68 | 0.86 |
Data as of 06/09/2026, Common starting date is 11/27/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OHYFX (JPMORGAN HIGH YIELD FUND CLASS I) |
-4.48%
Nov 2005 – Nov 2008 |
0.27%
Nov 2003 – Nov 2008 |
2.93%
Oct 2013 – Oct 2023 |
4.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OHYFX (JPMORGAN HIGH YIELD FUND CLASS I) |
20.66%
Feb 2009 – Feb 2012 |
17.00%
Nov 2008 – Nov 2013 |
10.26%
Oct 2002 – Oct 2012 |
8.55%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart