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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
JEMDX (JPMORGAN EMERGING MARKETS DEBT FUND CLASS I) 5.23% 8.68% 9.31% 1.02% 2.72% 3.52% 4.32% 5.39%
Data as of 07/25/2025, AR inception is 04/17/1997
More Performance Analytics Comparison
Name Start Date End Date
JEMDX (JPMORGAN EMERGING MARKETS DEBT FUND CLASS I) 04/17/1997 07/25/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return (%) 0.79 8.68 9.31 1.02 2.72 3.52 4.32 5.39 5.23 7.39 10.18 -18.49 -3.35 5.37 13.86 -5.82 9.14 8.70 -0.50 3.86 -6.78 20.49 6.08 13.24 41.40 -28.73 4.55 12.43 14.83 13.58 29.09 11.45 4.79 15.26 21.04 -25.20 -2.40
Sharpe Ratio NA 1.04 0.87 -0.15 0.17 NA NA 0.41 1.11 0.73 0.94 -1.86 -0.82 0.37 3.11 -1.53 2.54 1.41 -0.12 0.81 -1.04 5.13 1.12 2.42 6.94 -1.97 0.24 1.66 2.16 1.32 3.56 0.96 0.18 1.20 1.19 -1.26 -0.45
Standard Deviation(%) NA 5.28 6.81 6.93 7.18 NA NA 9.34 5.85 5.15 6.97 10.76 4.09 13.79 3.98 4.72 3.35 6.02 4.53 4.73 6.54 4.02 5.39 5.44 5.95 15.01 5.82 5.44 5.82 9.51 7.96 10.79 12.99 9.21 14.79 22.68 15.51
Draw Down(%) NA 5.63 13.01 30.83 30.83 NA NA 41.57 5.63 3.06 7.42 28.04 5.64 23.84 2.81 8.41 1.73 7.12 5.42 8.36 12.23 4.48 6.99 5.55 3.18 38.84 9.22 7.33 5.62 13.90 8.86 15.42 11.38 9.66 12.85 36.22 15.60
Yield(%) 0.00 5.83 6.20 4.40 4.54 4.80 5.24 5.62 2.72 6.25 5.66 4.72 4.04 3.77 4.92 4.19 4.66 5.23 4.52 4.05 4.61 5.75 6.45 6.25 7.34 5.97 7.40 5.21 22.35 20.12 8.67 8.92 10.69 11.51 8.03 0.00 0.00
Data as of 07/25/2025, AR inception is 04/17/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JEMDX (JPMORGAN EMERGING MARKETS DEBT FUND CLASS I) -8.66%
Sep 2019 - Sep 2022
-4.01%
Sep 2017 - Sep 2022
-0.48%
Oct 2012 - Oct 2022
1.92%
Oct 2007 - Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JEMDX (JPMORGAN EMERGING MARKETS DEBT FUND CLASS I) 24.41%
Sep 2002 - Sep 2005
17.94%
Jul 2002 - Jul 2007
13.48%
Aug 1998 - Aug 2008
10.93%
Feb 1999 - Feb 2014
Annualized Rolling Returns Comparison Chart