Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OVBBX (JPMORGAN SHORT DURATION BOND FUND CLASS B) | NA | -29.91% | -11.22% | -6.48% | -1.58% | 0.24% | NA | … | … |
Data as of 06/26/2015, Common starting date is 12/27/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OVBBX (JPMORGAN SHORT DURATION BOND FUND CLASS B) | 12/27/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -29.98 | -29.91 | -11.22 | -6.48 | -1.58 | 0.24 | NA | … | … | 0.27 | -0.18 | -0.99 | 0.36 | -0.09 | 1.10 | 2.15 | -0.28 | 1.70 | 0.38 | -1.31 | -1.57 | -1.01 | 1.58 | 2.47 | 1.45 | -2.54 | 0.85 | -0.09 | -0.28 |
| Sharpe Ratio | NA | -0.09 | -0.32 | -0.15 | -0.35 | NA | NA | … | … | 0.47 | -0.20 | -1.17 | 0.45 | -0.12 | 0.78 | 1.21 | -0.42 | -0.73 | -2.27 | -2.93 | -1.59 | -1.02 | 0.22 | 0.06 | -1.98 | -3.88 | -1.18 | -25.39 | -10.55 |
| Standard Deviation(%) | NA | 1.11 | 0.93 | 0.97 | 1.50 | NA | NA | … | … | 1.18 | 0.97 | 0.87 | 0.69 | 1.03 | 1.29 | 1.70 | 2.86 | 1.82 | 1.29 | 1.19 | 1.59 | 1.66 | 2.18 | 2.49 | 1.31 | 1.49 | 2.08 | 2.17 | 3.19 |
| Draw Down(%) | NA | 0.82 | 1.53 | 1.97 | 3.84 | NA | NA | … | … | 0.45 | 0.82 | 1.17 | 0.36 | 0.90 | 1.16 | 0.93 | 3.84 | 0.94 | 0.85 | 1.41 | 2.11 | 1.91 | 1.66 | 1.74 | 0.97 | 2.73 | 1.85 | 1.79 | 0.28 |
| Yield(%) | 0.00 | 0.19 | 0.25 | 0.54 | 1.64 | 2.29 | 1.80 | … | … | 0.02 | 0.17 | 0.28 | 0.53 | 1.07 | 1.04 | 2.01 | 3.14 | 3.48 | 3.08 | 2.41 | 2.01 | 2.53 | 3.80 | 4.72 | 5.09 | 0.40 | 0.00 | 0.00 | 0.00 |
Data as of 06/26/2015, Common starting date is 12/27/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVBBX (JPMORGAN SHORT DURATION BOND FUND CLASS B) |
-0.49%
Jan 1997 – Jan 2000 |
0.52%
Feb 2010 – Feb 2015 |
1.98%
Mar 2004 – Mar 2014 |
2.54%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OVBBX (JPMORGAN SHORT DURATION BOND FUND CLASS B) |
6.52%
Jan 2000 – Jan 2003 |
4.32%
Aug 1999 – Aug 2004 |
3.90%
Nov 1999 – Nov 2009 |
2.79%
Nov 1999 – Nov 2014 |
Annualized Rolling Returns Comparison Chart