Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CJPMX (JPMorgan Core Bond 529 Port A) | 0.16% | 4.24% | 3.87% | 0.09% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/13/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CJPMX (JPMorgan Core Bond 529 Port A) | 09/13/2016 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 4.24 | 3.87 | 0.09 | NA | NA | NA | … | … | 0.16 | 7.26 | 1.39 | 5.21 | -12.42 | -1.42 | 7.74 | 8.00 | 0.10 | 3.52 | -2.50 |
| Sharpe Ratio | NA | 0.61 | 0.18 | -0.41 | NA | NA | NA | … | … | -0.37 | 1.00 | -0.99 | 0.14 | -1.99 | -0.44 | 1.54 | 1.91 | -0.46 | 1.03 | -2.48 |
| Standard Deviation(%) | NA | 4.01 | 5.12 | 5.66 | NA | NA | NA | … | … | 4.17 | 4.51 | 5.28 | 7.06 | 6.97 | 3.30 | 4.87 | 3.44 | 2.67 | 2.81 | 3.35 |
| Draw Down(%) | NA | 3.05 | 6.04 | 17.12 | NA | NA | NA | … | … | 3.05 | 2.63 | 4.03 | 7.36 | 15.86 | 3.16 | 6.60 | 2.19 | 2.57 | 1.41 | 4.13 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/13/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CJPMX (JPMorgan Core Bond 529 Port A) |
-5.21%
Oct 2020 – Oct 2023 |
-0.81%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CJPMX (JPMorgan Core Bond 529 Port A) |
5.68%
Jul 2018 – Jul 2021 |
3.60%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart