Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGCGX (JPMORGAN INCOME FUND CLASS C) | 0.45% | 4.12% | 6.15% | 2.01% | 3.44% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGCGX (JPMORGAN INCOME FUND CLASS C) | 11/10/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 4.12 | 6.15 | 2.01 | 3.44 | NA | NA | … | … | 0.45 | 6.80 | 6.86 | 6.17 | -9.05 | 2.81 | 2.13 | 10.93 | 0.31 | 5.05 | 7.79 | -1.33 | -0.61 |
| Sharpe Ratio | NA | 1.03 | 1.12 | -0.13 | 0.49 | NA | NA | … | … | -0.46 | 1.70 | 1.20 | 0.51 | -2.15 | 1.48 | 0.25 | 4.71 | -0.45 | 2.12 | 2.15 | -0.47 | -1.08 |
| Standard Deviation(%) | NA | 2.22 | 2.96 | 3.65 | 3.82 | NA | NA | … | … | 2.42 | 2.32 | 2.70 | 5.00 | 4.89 | 1.87 | 7.57 | 2.01 | 2.37 | 2.08 | 3.52 | 2.89 | 4.00 |
| Draw Down(%) | NA | 1.62 | 2.52 | 12.23 | 18.40 | NA | NA | … | … | 1.62 | 1.63 | 1.31 | 3.81 | 11.69 | 1.72 | 18.40 | 0.52 | 1.79 | 1.36 | 2.63 | 4.52 | 2.63 |
| Yield(%) | 0.00 | 4.75 | 4.98 | 3.91 | 4.18 | 3.13 | 2.35 | … | … | 1.71 | 5.22 | 5.04 | 4.51 | 3.40 | 3.19 | 4.06 | 4.60 | 4.41 | 4.64 | 4.84 | 4.63 | 0.81 |
Data as of 06/04/2026, Common starting date is 11/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGCGX (JPMORGAN INCOME FUND CLASS C) |
-1.79%
Oct 2019 – Oct 2022 |
0.95%
Oct 2017 – Oct 2022 |
3.00%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGCGX (JPMORGAN INCOME FUND CLASS C) |
6.84%
Oct 2022 – Oct 2025 |
5.51%
Feb 2016 – Feb 2021 |
3.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart