Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCPUX (JPMORGAN CORE PLUS BOND FUND CLASS R6) | 1.32% | 6.32% | 5.26% | 0.93% | 2.24% | 2.92% | 4.01% | … | … |
Data as of 06/04/2026, Common starting date is 02/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCPUX (JPMORGAN CORE PLUS BOND FUND CLASS R6) | 02/28/2005 | 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.32 | 5.26 | 0.93 | 2.24 | 2.92 | 4.01 | … | … | 1.32 | 8.05 | 2.88 | 6.46 | -12.72 | -0.78 | 6.14 | 8.93 | -0.31 | 4.33 | 4.25 | 0.36 | 6.40 | 0.42 | 7.32 | 6.99 | 9.91 | 16.19 | -3.44 | 6.29 | 4.48 | 2.00 |
| Sharpe Ratio | NA | 1.05 | 0.40 | -0.28 | 0.13 | NA | NA | … | … | 0.01 | 1.17 | -0.14 | 0.39 | -2.05 | -0.26 | 1.17 | 2.44 | -0.66 | 1.48 | 1.46 | 0.10 | 2.95 | 0.15 | 3.93 | 2.35 | 3.17 | 4.12 | -0.83 | 0.89 | 0.38 | 0.01 |
| Standard Deviation(%) | NA | 3.77 | 5.33 | 5.69 | 4.67 | NA | NA | … | … | 3.98 | 4.43 | 5.35 | 7.28 | 6.94 | 3.08 | 5.00 | 3.05 | 2.59 | 2.49 | 2.76 | 3.26 | 2.16 | 2.61 | 1.86 | 2.96 | 3.09 | 3.90 | 5.30 | 3.54 | 2.81 | 3.07 |
| Draw Down(%) | NA | 2.64 | 6.06 | 17.38 | 17.56 | NA | NA | … | … | 2.64 | 2.61 | 3.73 | 7.09 | 15.85 | 2.80 | 7.68 | 2.09 | 2.58 | 1.34 | 3.37 | 2.21 | 1.07 | 3.91 | 0.95 | 1.53 | 2.26 | 2.18 | 8.95 | 2.03 | 1.59 | 2.08 |
| Yield(%) | 0.00 | 5.09 | 4.85 | 3.60 | 3.32 | 3.61 | 4.32 | … | … | 2.11 | 5.07 | 4.89 | 4.15 | 2.94 | 2.54 | 2.89 | 3.46 | 2.80 | 2.94 | 2.88 | 3.39 | 4.48 | 4.53 | 4.18 | 5.12 | 4.84 | 6.44 | 5.64 | 5.20 | 5.09 | 3.50 |
Data as of 06/04/2026, Common starting date is 02/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPUX (JPMORGAN CORE PLUS BOND FUND CLASS R6) |
-5.30%
Oct 2020 – Oct 2023 |
-0.49%
Oct 2017 – Oct 2022 |
1.24%
Oct 2013 – Oct 2023 |
2.93%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPUX (JPMORGAN CORE PLUS BOND FUND CLASS R6) |
12.12%
Oct 2008 – Oct 2011 |
8.99%
Oct 2008 – Oct 2013 |
5.98%
Jun 2006 – Jun 2016 |
5.28%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart