Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCBZX (JPMORGAN CORE BOND FUND CLASS R2) | 0.30% | 4.31% | 3.67% | -0.23% | 1.09% | 1.70% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCBZX (JPMORGAN CORE BOND FUND CLASS R2) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.31 | 3.67 | -0.23 | 1.09 | 1.70 | NA | … | … | 0.30 | 6.76 | 1.38 | 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 | 0.52 | 0.11 | -0.48 | -0.11 | NA | NA | … | … | -0.57 | 0.87 | -0.42 | 0.21 | -2.06 | -0.75 | 1.11 | 1.80 | -0.74 | 0.92 | 0.47 | 0.09 | 1.86 | -0.79 | 1.94 | 2.15 | 2.03 | 2.45 | 3.87 |
| Standard Deviation(%) | NA | 3.78 | 5.27 | 5.68 | 4.72 | NA | NA | … | … | 3.96 | 4.49 | 5.32 | 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 | 3.09 | 6.10 | 17.86 | 19.23 | NA | NA | … | … | 3.09 | 2.69 | 4.11 | 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 | 3.49 | 3.34 | 2.41 | 2.30 | 2.41 | 2.53 | … | … | 1.45 | 3.50 | 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 06/04/2026, Common starting date 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 |
-1.53%
Jul 2020 – Jul 2025 |
0.13%
Oct 2012 – Oct 2022 |
1.72%
Jul 2010 – Jul 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