Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JCBZX (JPMORGAN CORE BOND FUND CLASS R2) | 3.16% | 4.28% | 2.31% | -1.26% | 1.11% | 1.79% | NA | 2.67% |
Data as of 06/25/2025, AR inception is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCBZX (JPMORGAN CORE BOND FUND CLASS R2) | 11/14/2008 | 06/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 4.28 | 2.31 | -1.26 | 1.11 | 1.79 | NA | 2.67 | 3.16 | 1.10 | 5.15 | -12.80 | -2.43 | 5.74 | 7.71 | -0.58 | 3.17 | 1.69 | 0.34 | 4.78 | -2.25 | 4.66 | 6.83 | 6.53 | 9.22 | 2.59 |
| Sharpe Ratio | NA | 0.10 | -0.18 | -0.61 | -0.09 | NA | NA | 0.40 | 0.46 | -1.03 | 0.13 | -2.05 | -0.75 | 1.11 | 1.82 | -0.71 | 0.93 | 0.47 | 0.09 | 1.86 | -0.79 | 1.94 | 2.15 | 2.03 | 2.45 | 3.87 |
| Standard Deviation(%) | NA | 5.25 | 6.40 | 5.63 | 4.69 | NA | NA | 4.14 | 5.47 | 5.34 | 7.16 | 6.94 | 3.29 | 4.93 | 3.46 | 2.68 | 2.75 | 3.15 | 3.48 | 2.57 | 2.89 | 2.40 | 3.15 | 3.17 | 3.72 | 5.97 |
| Draw Down(%) | NA | 4.87 | 9.07 | 19.23 | 19.23 | NA | NA | 19.23 | 2.69 | 4.38 | 7.47 | 15.90 | 3.20 | 6.51 | 2.23 | 3.00 | 1.38 | 4.62 | 2.48 | 1.10 | 4.52 | 1.26 | 1.48 | 2.71 | 1.37 | 1.14 |
| Yield(%) | 0.00 | 3.14 | 2.84 | 2.04 | 2.23 | 2.45 | 2.35 | 2.94 | 1.17 | 3.31 | 2.96 | 1.76 | 1.41 | 1.82 | 2.77 | 2.07 | 2.37 | 2.23 | 2.05 | 2.30 | 2.75 | 2.67 | 3.49 | 3.23 | 5.20 | 0.00 |
Data as of 06/25/2025, AR inception is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBZX (JPMORGAN CORE BOND FUND CLASS R2) |
-6.15%
Oct 2020 - Oct 2023 |
-1.29%
May 2020 - May 2025 |
0.13%
Oct 2012 - Oct 2022 |
1.77%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCBZX (JPMORGAN CORE BOND FUND CLASS R2) |
7.94%
Feb 2009 - Feb 2012 |
5.31%
Feb 2009 - Feb 2014 |
3.50%
Aug 2009 - Aug 2019 |
2.37%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart