Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLLVX (JPMORGAN SHORT DURATION BOND FUND CLASS I) | 0.35% | 3.41% | 4.85% | 2.36% | 2.26% | 1.81% | 2.45% | … | … |
Data as of 06/04/2026, Common starting date is 10/30/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLLVX (JPMORGAN SHORT DURATION BOND FUND CLASS I) | 10/30/1990 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.41 | 4.85 | 2.36 | 2.26 | 1.81 | 2.45 | … | … | 0.35 | 5.56 | 5.17 | 5.40 | -3.70 | -0.25 | 4.34 | 4.25 | 1.16 | 0.85 | 0.95 | 0.52 | 0.63 | 0.13 | 1.66 | 1.66 | 3.04 | 4.96 | 3.63 | 6.07 | 4.31 | 1.94 | 1.21 | 2.30 | 6.05 | 8.06 | 7.68 | 3.04 | 6.79 | 6.30 | 4.32 | 11.87 | -0.33 | 6.15 | 5.10 | 13.28 | 3.49 |
| Sharpe Ratio | NA | 0.71 | 0.95 | -0.08 | 0.38 | NA | NA | … | … | -1.06 | 1.77 | 0.88 | 0.62 | -2.27 | -0.37 | 2.13 | 2.17 | -0.24 | 0.20 | 0.74 | 0.43 | 0.64 | 0.11 | 2.14 | 1.66 | 2.37 | 2.76 | 0.98 | 1.93 | 0.83 | -0.34 | 0.15 | 0.97 | 2.49 | 2.57 | 1.71 | -0.15 | 1.18 | 0.98 | 0.22 | 2.90 | -1.16 | 2.05 | 0.99 | 5.10 | 4.76 |
| Standard Deviation(%) | NA | 1.47 | 1.80 | 2.00 | 1.67 | NA | NA | … | … | 1.57 | 1.52 | 1.75 | 2.84 | 2.26 | 0.73 | 1.91 | 1.28 | 0.95 | 0.94 | 0.99 | 1.14 | 0.95 | 0.84 | 0.75 | 0.98 | 1.25 | 1.76 | 2.71 | 1.52 | 1.08 | 0.93 | 1.55 | 1.63 | 1.97 | 2.22 | 2.02 | 2.19 | 2.82 | 2.66 | 2.98 | 2.72 | 2.93 | 1.93 | 2.63 | 1.83 | 3.73 |
| Draw Down(%) | NA | 0.91 | 0.91 | 5.92 | 5.92 | NA | NA | … | … | 0.91 | 0.55 | 0.74 | 1.47 | 5.26 | 0.79 | 3.79 | 0.64 | 0.54 | 0.59 | 0.83 | 0.71 | 0.52 | 0.83 | 0.36 | 0.45 | 0.82 | 0.79 | 1.84 | 0.47 | 0.29 | 0.48 | 1.45 | 1.13 | 0.84 | 1.29 | 0.49 | 0.95 | 1.49 | 1.14 | 2.10 | 0.94 | 3.12 | 0.88 | 1.81 | 0.54 | 0.29 |
| Yield(%) | 0.00 | 3.82 | 3.93 | 2.81 | 2.27 | 1.87 | 2.30 | … | … | 1.35 | 4.26 | 4.04 | 3.01 | 1.39 | 1.01 | 1.92 | 2.44 | 1.70 | 1.22 | 0.95 | 0.98 | 0.90 | 1.04 | 1.29 | 1.83 | 1.92 | 2.84 | 3.93 | 4.31 | 3.84 | 3.14 | 2.78 | 3.29 | 4.34 | 5.48 | 5.89 | 5.53 | 5.85 | 6.14 | 5.94 | 6.25 | 5.26 | 5.40 | 5.99 | 6.98 | 1.88 |
Data as of 06/04/2026, Common starting date is 10/30/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLLVX (JPMORGAN SHORT DURATION BOND FUND CLASS I) |
-0.45%
Jun 2020 – Jun 2023 |
0.48%
Apr 2013 – Apr 2018 |
0.74%
Oct 2012 – Oct 2022 |
1.47%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLLVX (JPMORGAN SHORT DURATION BOND FUND CLASS I) |
8.64%
Nov 1990 – Nov 1993 |
7.18%
Nov 1990 – Nov 1995 |
6.42%
Mar 1991 – Mar 2001 |
5.58%
Nov 1990 – Nov 2005 |
Annualized Rolling Returns Comparison Chart