Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JCPZX (JPMORGAN CORE PLUS BOND FUND CLASS R2) | 0.08% | 4.72% | 4.16% | -0.01% | 1.41% | 2.10% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JCPZX (JPMORGAN CORE PLUS BOND FUND CLASS R2) | 11/05/2008 | 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 | 4.72 | 4.16 | -0.01 | 1.41 | 2.10 | NA | … | … | 0.08 | 7.26 | 2.08 | 5.68 | -13.37 | -1.53 | 5.48 | 7.99 | -0.79 | 3.68 | 3.30 | -0.52 | 5.63 | -0.32 | 6.59 | 6.10 | 9.17 | 15.35 | 1.43 |
| Sharpe Ratio | NA | 0.73 | 0.23 | -0.43 | -0.04 | NA | NA | … | … | -0.49 | 1.01 | -0.29 | 0.28 | -2.14 | -0.50 | 1.05 | 2.11 | -0.82 | 1.27 | 1.11 | -0.18 | 2.65 | -0.14 | 3.52 | 2.06 | 3.01 | 3.89 | 1.91 |
| Standard Deviation(%) | NA | 3.84 | 5.27 | 5.67 | 4.66 | NA | NA | … | … | 4.07 | 4.37 | 5.32 | 7.26 | 6.94 | 3.12 | 4.96 | 3.08 | 2.67 | 2.38 | 2.79 | 3.15 | 2.11 | 2.59 | 1.87 | 2.95 | 3.01 | 3.92 | 5.15 |
| Draw Down(%) | NA | 2.76 | 6.24 | 18.07 | 18.81 | NA | NA | … | … | 2.76 | 2.61 | 4.00 | 7.47 | 16.46 | 2.93 | 7.69 | 1.97 | 2.94 | 1.22 | 3.61 | 2.77 | 1.00 | 4.14 | 0.95 | 1.59 | 2.44 | 2.22 | 1.57 |
| Yield(%) | 0.00 | 3.99 | 3.98 | 2.89 | 2.59 | 2.87 | 3.17 | … | … | 1.45 | 4.31 | 4.12 | 3.42 | 2.26 | 1.80 | 2.13 | 2.69 | 2.33 | 2.18 | 1.94 | 2.63 | 3.73 | 3.80 | 3.47 | 4.39 | 4.14 | 5.55 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPZX (JPMORGAN CORE PLUS BOND FUND CLASS R2) |
-6.01%
Oct 2020 – Oct 2023 |
-1.18%
Oct 2017 – Oct 2022 |
0.51%
Oct 2013 – Oct 2023 |
2.11%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JCPZX (JPMORGAN CORE PLUS BOND FUND CLASS R2) |
10.87%
Feb 2009 – Feb 2012 |
7.74%
Feb 2009 – Feb 2014 |
4.86%
Mar 2009 – Mar 2019 |
3.30%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart