Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCPQX (JPMORGAN CORE PLUS BOND FUND CLASS R4) | 0.92% | 5.79% | 4.91% | 0.66% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCPQX (JPMORGAN CORE PLUS BOND FUND CLASS R4) | 09/12/2016 | 06/11/2026 |
| 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 (%) | 0.14 | 5.79 | 4.91 | 0.66 | NA | NA | NA | … | … | 0.92 | 7.83 | 2.45 | 6.19 | -12.86 | -0.49 | 7.73 | 8.56 | -0.31 | 4.06 | -1.93 |
| Sharpe Ratio | NA | 0.71 | 0.27 | -0.34 | NA | NA | NA | … | … | -0.40 | 1.14 | -0.22 | 0.36 | -2.06 | -0.17 | 1.57 | 2.27 | -0.66 | 1.44 | -2.11 |
| Standard Deviation(%) | NA | 3.83 | 5.22 | 5.65 | NA | NA | NA | … | … | 4.10 | 4.35 | 5.27 | 7.20 | 6.98 | 2.93 | 4.75 | 3.12 | 2.58 | 2.38 | 3.05 |
| Draw Down(%) | NA | 2.68 | 6.13 | 16.98 | NA | NA | NA | … | … | 2.68 | 2.61 | 3.84 | 7.25 | 15.95 | 2.74 | 7.70 | 1.98 | 2.66 | 1.22 | 3.43 |
| Yield(%) | 0.00 | 4.87 | 4.61 | 3.51 | 3.25 | 2.17 | 1.63 | … | … | 2.01 | 4.85 | 4.63 | 3.90 | 2.70 | 2.95 | 4.30 | 3.23 | 2.81 | 2.67 | 0.82 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| JCPQX (JPMORGAN CORE PLUS BOND FUND CLASS R4) |
-4.87%
Oct 2020 – Oct 2023 |
-0.23%
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 |
|---|---|---|---|---|
| JCPQX (JPMORGAN CORE PLUS BOND FUND CLASS R4) |
6.20%
Oct 2022 – Oct 2025 |
3.90%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart