Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBRAX (JPMORGAN CORPORATE BOND FUND CLASS A) | -0.16% | 5.36% | 5.17% | 0.51% | 2.64% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/05/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBRAX (JPMORGAN CORPORATE BOND FUND CLASS A) | 04/05/2013 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.36 | 5.17 | 0.51 | 2.64 | NA | NA | … | … | -0.16 | 7.65 | 2.44 | 8.94 | -16.21 | -1.10 | 10.01 | 14.79 | -2.39 | 6.64 | 5.28 | -0.79 | 6.83 | -4.58 |
| Sharpe Ratio | NA | 0.72 | 0.41 | -0.29 | 0.18 | NA | NA | … | … | -0.43 | 1.00 | -0.21 | 0.67 | -1.96 | -0.21 | 1.09 | 3.15 | -1.07 | 1.78 | 1.24 | -0.17 | 2.05 | -1.26 |
| Standard Deviation(%) | NA | 4.30 | 5.81 | 6.70 | 6.10 | NA | NA | … | … | 4.69 | 4.78 | 5.75 | 7.97 | 9.03 | 5.43 | 8.89 | 4.23 | 3.53 | 3.37 | 4.07 | 4.93 | 3.32 | 4.87 |
| Draw Down(%) | NA | 3.13 | 6.70 | 22.67 | 22.73 | NA | NA | … | … | 3.13 | 3.18 | 3.85 | 7.61 | 21.29 | 6.16 | 15.46 | 2.67 | 3.75 | 1.90 | 4.86 | 4.74 | 1.98 | 7.78 |
| Yield(%) | 0.00 | 4.36 | 4.58 | 4.07 | 4.20 | 3.24 | 2.43 | … | … | 1.50 | 4.83 | 4.66 | 4.10 | 3.11 | 7.11 | 3.74 | 3.23 | 4.31 | 6.55 | 2.68 | 2.74 | 2.74 | 0.00 |
Data as of 06/03/2026, Common starting date is 04/05/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBRAX (JPMORGAN CORPORATE BOND FUND CLASS A) |
-5.49%
Oct 2020 – Oct 2023 |
-0.42%
Jul 2020 – Jul 2025 |
1.71%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBRAX (JPMORGAN CORPORATE BOND FUND CLASS A) |
8.16%
Nov 2018 – Nov 2021 |
6.72%
Dec 2015 – Dec 2020 |
3.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
