Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONUBX (JPMorgan Limited Duration Bond B) | NA | NA | NA | NA | NA | NA | NA | … | … |
Data as of 08/20/1997, Common starting date is 08/20/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONUBX (JPMorgan Limited Duration Bond B) | 08/20/1997 | 08/20/1997 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | NA | NA | NA | NA | NA | NA | … | … | 0.22 | 1.54 | 1.13 | 5.61 | 0.88 | 9.23 | 14.84 | -13.18 | 0.30 | 4.06 | 2.02 | 1.35 | 1.42 | 3.83 | 5.26 | 6.86 | 3.81 | 4.61 | 0.00 |
| Sharpe Ratio | NA | 0.69 | 2.13 | 2.44 | 0.78 | NA | NA | … | … | 0.66 | 1.76 | 1.16 | 5.46 | 0.83 | 5.00 | 5.39 | -4.01 | -1.31 | 0.81 | -0.16 | 0.42 | 0.59 | 2.13 | 2.16 | 1.57 | 0.33 | 0.69 | 1.77 |
| Standard Deviation(%) | NA | 0.67 | 0.91 | 1.02 | 1.86 | NA | NA | … | … | 0.68 | 0.87 | 0.94 | 1.03 | 1.03 | 1.83 | 2.73 | 3.50 | 2.09 | 0.95 | 0.94 | 0.97 | 1.23 | 1.28 | 1.38 | 1.79 | 1.76 | 1.88 | 0.00 |
| Draw Down(%) | NA | 0.36 | 1.15 | 1.15 | 15.72 | NA | NA | … | … | 0.20 | 0.36 | 1.15 | 0.21 | 0.93 | 0.77 | 2.80 | 13.73 | 2.28 | 0.21 | 0.27 | 0.73 | 0.92 | 0.40 | 0.82 | 0.41 | 0.41 | 0.81 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.00 |
Data as of 08/20/1997, Common starting date is 08/20/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONUBX (JPMorgan Limited Duration Bond B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONUBX (JPMorgan Limited Duration Bond B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart