Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TXRAX (JPMORGAN TAX AWARE REAL RETURN FUND CLASS A) | 2.12% | 6.16% | 3.76% | 2.01% | 2.33% | 1.94% | 2.27% | … | … |
Data as of 06/05/2026, Common starting date is 09/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TXRAX (JPMORGAN TAX AWARE REAL RETURN FUND CLASS A) | 09/08/2005 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 6.16 | 3.76 | 2.01 | 2.33 | 1.94 | 2.27 | … | … | 2.12 | 3.63 | 2.33 | 4.68 | -6.19 | 8.39 | 2.30 | 5.29 | -1.00 | 2.42 | 1.48 | 0.75 | 0.70 | -3.06 | 4.51 | 6.51 | 1.33 | 14.13 | -7.48 | 4.14 | 1.96 | -0.60 |
| Sharpe Ratio | NA | 1.69 | 0.17 | -0.15 | 0.17 | NA | NA | … | … | 1.05 | 0.22 | -0.54 | 0.33 | -1.42 | 2.16 | 0.23 | 1.91 | -1.41 | 1.06 | 0.46 | 0.29 | 0.35 | -1.00 | 2.14 | 2.26 | 0.47 | 3.65 | -1.10 | 0.41 | -0.76 | -2.49 |
| Standard Deviation(%) | NA | 2.07 | 2.95 | 3.54 | 4.06 | NA | NA | … | … | 2.39 | 3.43 | 2.39 | 3.15 | 5.37 | 3.88 | 8.75 | 2.00 | 1.70 | 1.67 | 2.76 | 2.53 | 1.95 | 3.11 | 2.10 | 2.86 | 2.62 | 3.85 | 7.66 | 2.39 | 1.94 | 1.83 |
| Draw Down(%) | NA | 1.95 | 4.18 | 9.95 | 16.56 | NA | NA | … | … | 1.95 | 3.88 | 2.00 | 4.40 | 9.76 | 2.86 | 16.56 | 1.33 | 2.17 | 1.19 | 2.60 | 2.95 | 3.79 | 6.06 | 1.60 | 2.93 | 2.77 | 3.98 | 15.65 | 1.94 | 1.20 | 1.59 |
| Yield(%) | 0.00 | 3.36 | 3.17 | 2.51 | 2.40 | 2.30 | 2.44 | … | … | 1.36 | 3.24 | 3.04 | 2.98 | 1.67 | 1.32 | 1.99 | 2.39 | 2.51 | 2.50 | 2.51 | 2.67 | 2.66 | 2.20 | 2.24 | 2.61 | 2.13 | 2.84 | 3.01 | 3.15 | 2.74 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/08/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXRAX (JPMORGAN TAX AWARE REAL RETURN FUND CLASS A) |
-1.12%
Sep 2012 – Sep 2015 |
0.02%
Nov 2012 – Nov 2017 |
0.70%
Sep 2012 – Sep 2022 |
1.73%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXRAX (JPMORGAN TAX AWARE REAL RETURN FUND CLASS A) |
7.65%
Nov 2008 – Nov 2011 |
4.98%
Nov 2008 – Nov 2013 |
2.94%
Nov 2008 – Nov 2018 |
2.72%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart