Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLIPX (JPMORGAN CORE PLUS BOND FUND CLASS I) | 3.51% | 4.75% | 2.72% | -0.47% | 1.99% | 2.89% | 3.62% | 4.45% |
Data as of 07/25/2025, AR inception is 03/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLIPX (JPMORGAN CORE PLUS BOND FUND CLASS I) | 03/30/1993 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.28 | 4.75 | 2.72 | -0.47 | 1.99 | 2.89 | 3.62 | 4.45 | 3.51 | 2.64 | 6.38 | -12.68 | -0.97 | 6.19 | 8.73 | 0.01 | 4.27 | 4.17 | 0.00 | 6.15 | 0.18 | 7.09 | 6.71 | 9.54 | 16.04 | -3.66 | 5.96 | 4.37 | 2.34 | 4.92 | 5.65 | 8.18 | 7.41 | 10.23 | -15.71 | 5.46 | 5.78 | 23.33 | 14.43 | -0.94 | 4.39 |
| Sharpe Ratio | NA | 0.20 | -0.06 | -0.44 | 0.12 | NA | NA | 0.45 | 0.60 | -0.75 | 0.29 | -2.04 | -0.32 | 1.20 | 2.35 | -0.49 | 1.47 | 1.36 | -0.01 | 2.84 | 0.06 | 3.66 | 2.27 | 3.10 | 3.95 | -0.86 | 0.87 | 0.39 | 0.06 | 1.08 | 1.26 | 1.60 | 1.13 | 1.55 | -1.12 | 0.54 | 0.55 | 1.07 | 2.07 | -1.02 | 1.33 |
| Standard Deviation(%) | NA | 4.87 | 6.33 | 5.61 | 4.62 | NA | NA | 5.88 | 4.97 | 5.29 | 7.31 | 6.91 | 3.12 | 4.96 | 3.12 | 2.65 | 2.49 | 2.93 | 3.14 | 2.16 | 2.61 | 1.94 | 2.94 | 3.05 | 4.03 | 5.32 | 3.43 | 2.80 | 2.97 | 3.68 | 3.95 | 4.42 | 4.58 | 3.97 | 16.86 | 3.95 | 4.12 | 18.38 | 5.11 | 3.84 | 2.81 |
| Draw Down(%) | NA | 4.45 | 9.02 | 17.79 | 17.79 | NA | NA | 18.54 | 2.61 | 3.77 | 7.16 | 15.93 | 2.82 | 7.69 | 1.97 | 2.60 | 1.22 | 3.41 | 2.39 | 1.07 | 3.97 | 0.95 | 1.68 | 2.41 | 2.21 | 9.11 | 2.04 | 1.64 | 2.11 | 4.06 | 4.23 | 2.38 | 3.77 | 2.91 | 17.65 | 3.48 | 2.77 | 4.32 | 3.22 | 4.23 | 1.29 |
| Yield(%) | 0.00 | 4.52 | 4.04 | 3.07 | 3.16 | 3.59 | 4.01 | 4.66 | 2.07 | 4.80 | 4.08 | 2.86 | 2.48 | 2.83 | 3.40 | 3.00 | 2.88 | 2.80 | 3.15 | 4.24 | 4.29 | 3.96 | 4.85 | 4.62 | 6.17 | 5.43 | 5.02 | 4.86 | 4.93 | 4.69 | 5.31 | 5.92 | 6.44 | 6.55 | 5.58 | 5.43 | 5.45 | 6.94 | 6.65 | 6.48 | 5.16 |
Data as of 07/25/2025, AR inception is 03/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLIPX (JPMORGAN CORE PLUS BOND FUND CLASS I) |
-5.38%
Oct 2020 - Oct 2023 |
-0.50%
Oct 2017 - Oct 2022 |
1.15%
Oct 2013 - Oct 2023 |
2.98%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLIPX (JPMORGAN CORE PLUS BOND FUND CLASS I) |
14.63%
Oct 1994 - Oct 1997 |
9.39%
Sep 1993 - Sep 1998 |
6.59%
Oct 1994 - Oct 2004 |
6.12%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart