Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JCBUX (JPMORGAN CORE BOND FUND CLASS R6) | 3.83% | 5.79% | 2.63% | -0.04% | 2.12% | 2.67% | 3.55% | 3.61% |
Data as of 07/03/2025, AR inception is 02/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCBUX (JPMORGAN CORE BOND FUND CLASS R6) | 02/28/2005 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 5.79 | 2.63 | -0.04 | 2.12 | 2.67 | 3.55 | 3.61 | 3.83 | 2.26 | 5.88 | -12.16 | -0.95 | 8.28 | 8.59 | 0.35 | 3.88 | 2.51 | 1.02 | 5.41 | -1.60 | 5.24 | 7.44 | 7.19 | 9.78 | 4.24 | 7.19 | 4.20 | 1.90 |
| Sharpe Ratio | NA | 0.50 | -0.10 | -0.38 | 0.16 | NA | NA | 0.58 | 0.89 | -0.26 | 0.31 | -2.00 | -0.30 | 1.70 | 2.02 | -0.38 | 1.23 | 0.72 | 0.28 | 2.26 | -0.57 | 2.24 | 2.33 | 2.26 | 2.56 | 0.55 | 1.06 | 0.27 | -0.03 |
| Standard Deviation(%) | NA | 5.16 | 6.31 | 5.56 | 4.64 | NA | NA | 4.11 | 5.31 | 5.30 | 7.16 | 6.84 | 3.26 | 4.69 | 3.52 | 2.70 | 2.63 | 3.17 | 3.52 | 2.39 | 2.88 | 2.33 | 3.18 | 3.14 | 3.78 | 5.92 | 3.83 | 2.95 | 3.23 |
| Draw Down(%) | NA | 4.70 | 8.85 | 16.45 | 16.45 | NA | NA | 16.45 | 2.59 | 3.98 | 7.00 | 15.37 | 3.07 | 6.50 | 2.14 | 2.62 | 1.38 | 4.20 | 2.28 | 1.06 | 4.31 | 1.17 | 1.56 | 2.57 | 1.43 | 4.32 | 2.13 | 1.73 | 2.21 |
| Yield(%) | 0.34 | 4.22 | 3.66 | 3.24 | 3.24 | 3.34 | 3.87 | 3.93 | 2.12 | 4.07 | 3.74 | 2.47 | 2.86 | 4.33 | 3.53 | 2.99 | 3.06 | 3.05 | 2.71 | 2.91 | 3.31 | 3.23 | 4.08 | 3.79 | 5.72 | 5.09 | 4.81 | 4.62 | 3.36 |
Data as of 07/03/2025, AR inception is 02/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBUX (JPMORGAN CORE BOND FUND CLASS R6) |
-4.66%
Oct 2020 - Oct 2023 |
0.01%
May 2020 - May 2025 |
1.10%
Oct 2012 - Oct 2022 |
2.69%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBUX (JPMORGAN CORE BOND FUND CLASS R6) |
9.68%
Oct 2008 - Oct 2011 |
7.52%
Jun 2007 - Jun 2012 |
5.56%
Jun 2006 - Jun 2016 |
4.90%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison Chart