Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TXRCX (JPMORGAN TAX AWARE REAL RETURN FUND CLASS C) | 1.90% | 5.64% | 3.24% | 1.49% | 1.79% | 1.37% | 1.69% | … | … |
Data as of 06/09/2026, Common starting date is 09/08/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TXRCX (JPMORGAN TAX AWARE REAL RETURN FUND CLASS C) | 09/08/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 5.64 | 3.24 | 1.49 | 1.79 | 1.37 | 1.69 | … | … | 1.90 | 3.14 | 1.81 | 4.17 | -6.70 | 7.89 | 1.78 | 4.75 | -1.41 | 1.90 | 0.75 | 0.18 | 0.03 | -3.71 | 3.90 | 5.75 | 0.75 | 13.47 | -8.12 | 3.53 | 1.46 | -0.60 |
| Sharpe Ratio | NA | 1.35 | 0.00 | -0.30 | 0.04 | NA | NA | … | … | 0.81 | 0.07 | -0.76 | 0.16 | -1.51 | 2.72 | 0.17 | 1.56 | -1.61 | 0.73 | 0.20 | 0.06 | 0.01 | -1.19 | 1.86 | 2.02 | 0.25 | 3.52 | -1.16 | 0.16 | -1.01 | -2.49 |
| Standard Deviation(%) | NA | 2.13 | 2.98 | 3.57 | 4.01 | NA | NA | … | … | 2.46 | 3.45 | 2.38 | 3.22 | 5.40 | 2.89 | 8.78 | 2.09 | 1.74 | 1.71 | 2.72 | 2.44 | 1.94 | 3.15 | 2.09 | 2.83 | 2.67 | 3.80 | 7.80 | 2.42 | 1.95 | 1.83 |
| Draw Down(%) | NA | 2.01 | 4.21 | 10.30 | 16.63 | NA | NA | … | … | 2.01 | 3.94 | 2.00 | 4.55 | 10.12 | 2.40 | 16.63 | 1.32 | 2.30 | 1.21 | 2.77 | 3.39 | 4.01 | 6.42 | 1.72 | 3.06 | 2.89 | 3.94 | 15.90 | 2.00 | 1.29 | 1.59 |
| Yield(%) | 0.00 | 2.85 | 2.68 | 2.03 | 1.90 | 1.78 | 1.90 | … | … | 1.14 | 2.76 | 2.54 | 2.48 | 1.17 | 0.82 | 1.49 | 1.85 | 2.01 | 1.99 | 1.90 | 2.01 | 1.98 | 1.57 | 1.63 | 1.96 | 1.56 | 2.19 | 2.45 | 2.66 | 2.25 | 0.00 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| TXRCX (JPMORGAN TAX AWARE REAL RETURN FUND CLASS C) |
-1.77%
Sep 2012 – Sep 2015 |
-0.57%
Nov 2012 – Nov 2017 |
0.14%
Sep 2012 – Sep 2022 |
1.14%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXRCX (JPMORGAN TAX AWARE REAL RETURN FUND CLASS C) |
6.98%
Nov 2008 – Nov 2011 |
4.33%
Nov 2008 – Nov 2013 |
2.31%
Nov 2008 – Nov 2018 |
2.14%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart