Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGIAX (JPMORGAN INCOME FUND CLASS A) | 0.64% | 5.03% | 6.78% | 2.60% | 4.00% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGIAX (JPMORGAN INCOME FUND CLASS A) | 11/10/2014 | 06/03/2026 |
| 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 (%) | 0.00 | 5.03 | 6.78 | 2.60 | 4.00 | NA | NA | … | … | 0.64 | 7.41 | 7.48 | 6.79 | -8.47 | 3.37 | 2.67 | 11.49 | 0.85 | 5.60 | 8.22 | -0.72 | -0.46 |
| Sharpe Ratio | NA | 1.18 | 1.29 | 0.03 | 0.62 | NA | NA | … | … | -0.26 | 1.81 | 1.38 | 0.63 | -2.01 | 1.00 | 0.32 | 4.75 | -0.22 | 2.28 | 2.20 | -0.25 | -0.83 |
| Standard Deviation(%) | NA | 2.43 | 3.09 | 3.71 | 3.96 | NA | NA | … | … | 2.50 | 2.51 | 2.79 | 5.05 | 4.94 | 3.33 | 7.53 | 2.11 | 2.47 | 2.17 | 3.63 | 3.01 | 3.91 |
| Draw Down(%) | NA | 1.62 | 2.38 | 11.61 | 18.39 | NA | NA | … | … | 1.62 | 1.63 | 1.19 | 3.46 | 11.26 | 1.91 | 18.39 | 0.52 | 1.71 | 1.36 | 2.69 | 4.28 | 2.43 |
| Yield(%) | 0.00 | 5.28 | 5.55 | 4.42 | 4.71 | 3.52 | 2.64 | … | … | 1.90 | 5.78 | 5.61 | 5.09 | 3.95 | 3.76 | 4.60 | 5.13 | 4.94 | 5.17 | 5.36 | 5.13 | 0.96 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| JGIAX (JPMORGAN INCOME FUND CLASS A) |
-1.23%
Oct 2019 – Oct 2022 |
1.51%
Oct 2017 – Oct 2022 |
3.56%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGIAX (JPMORGAN INCOME FUND CLASS A) |
7.41%
Oct 2022 – Oct 2025 |
6.03%
Feb 2016 – Feb 2021 |
4.51%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart