Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JCBRX (JPMORGAN CORE BOND FUND CLASS R5) | 3.04% | 3.80% | 2.50% | -0.91% | 1.73% | 2.34% | NA | 3.46% |
Data as of 07/18/2025, AR inception is 05/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCBRX (JPMORGAN CORE BOND FUND CLASS R5) | 05/17/2006 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 3.80 | 2.50 | -0.91 | 1.73 | 2.34 | NA | 3.46 | 3.04 | 2.16 | 5.77 | -12.23 | -1.79 | 6.38 | 8.50 | 0.25 | 3.79 | 2.41 | 0.84 | 5.37 | -1.63 | 5.12 | 7.42 | 7.14 | 9.74 | 4.20 | 7.14 | 4.37 |
| Sharpe Ratio | NA | 0.12 | -0.14 | -0.53 | 0.06 | NA | NA | 0.56 | 0.52 | -0.28 | 0.30 | -2.00 | -0.56 | 1.23 | 1.98 | -0.41 | 1.19 | 0.70 | 0.23 | 2.10 | -0.56 | 2.12 | 2.34 | 2.29 | 2.57 | 0.55 | 1.03 | 1.14 |
| Standard Deviation(%) | NA | 5.07 | 6.31 | 5.60 | 4.68 | NA | NA | 4.19 | 5.09 | 5.28 | 7.23 | 6.86 | 3.22 | 4.97 | 3.55 | 2.76 | 2.64 | 3.14 | 3.49 | 2.55 | 2.97 | 2.41 | 3.15 | 3.07 | 3.75 | 5.90 | 3.88 | 3.14 |
| Draw Down(%) | NA | 4.66 | 8.89 | 18.10 | 18.10 | NA | NA | 18.10 | 2.70 | 3.99 | 7.07 | 15.41 | 3.02 | 6.59 | 2.23 | 2.66 | 1.39 | 4.25 | 2.31 | 1.14 | 4.34 | 1.26 | 1.48 | 2.66 | 1.43 | 4.33 | 2.13 | 1.44 |
| Yield(%) | 0.00 | 3.74 | 3.48 | 2.60 | 2.88 | 3.06 | 3.56 | 3.75 | 1.73 | 3.97 | 3.63 | 2.36 | 2.06 | 2.53 | 3.44 | 2.90 | 2.97 | 2.95 | 2.63 | 2.87 | 3.29 | 3.20 | 4.05 | 3.73 | 5.68 | 5.05 | 4.76 | 2.32 |
Data as of 07/18/2025, AR inception is 05/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBRX (JPMORGAN CORE BOND FUND CLASS R5) |
-5.56%
Oct 2020 - Oct 2023 |
-0.58%
May 2020 - May 2025 |
0.77%
Oct 2012 - Oct 2022 |
2.43%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBRX (JPMORGAN CORE BOND FUND CLASS R5) |
9.63%
Oct 2008 - Oct 2011 |
7.46%
Jul 2007 - Jul 2012 |
5.49%
Jun 2006 - Jun 2016 |
4.65%
Jun 2006 - Jun 2021 |
Annualized Rolling Returns Comparison Chart