Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCPPX (JPMORGAN CORE PLUS BOND FUND CLASS R3) | -0.12% | 4.68% | 4.28% | 0.31% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCPPX (JPMORGAN CORE PLUS BOND FUND CLASS R3) | 09/12/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | 4.68 | 4.28 | 0.31 | NA | NA | NA | … | … | -0.12 | 7.55 | 2.22 | 5.93 | -13.08 | -0.74 | 7.47 | 8.28 | -0.55 | 3.89 | -2.01 |
| Sharpe Ratio | NA | 0.80 | 0.28 | -0.36 | NA | NA | NA | … | … | -0.36 | 1.07 | -0.27 | 0.32 | -2.10 | -0.25 | 1.51 | 2.19 | -0.72 | 1.39 | -2.33 |
| Standard Deviation(%) | NA | 3.82 | 5.27 | 5.67 | NA | NA | NA | … | … | 4.05 | 4.39 | 5.30 | 7.27 | 6.93 | 3.09 | 4.75 | 3.11 | 2.69 | 2.34 | 2.88 |
| Draw Down(%) | NA | 2.72 | 6.19 | 17.20 | NA | NA | NA | … | … | 2.72 | 2.61 | 3.91 | 7.37 | 16.11 | 2.90 | 7.70 | 1.98 | 2.86 | 1.22 | 3.46 |
| Yield(%) | 0.00 | 4.24 | 4.23 | 3.24 | 3.00 | 2.00 | 1.50 | … | … | 1.53 | 4.59 | 4.40 | 3.64 | 2.47 | 2.70 | 4.05 | 2.96 | 2.57 | 2.51 | 0.74 |
Data as of 06/05/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPPX (JPMORGAN CORE PLUS BOND FUND CLASS R3) |
-5.08%
Oct 2020 – Oct 2023 |
-0.48%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPPX (JPMORGAN CORE PLUS BOND FUND CLASS R3) |
5.94%
Oct 2022 – Oct 2025 |
3.66%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart