Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JHYUX (JPMORGAN HIGH YIELD FUND CLASS R6) | 4.28% | 8.77% | 7.85% | 5.46% | 4.74% | 5.61% | 6.00% | 5.95% |
Data as of 07/22/2025, AR inception is 02/25/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHYUX (JPMORGAN HIGH YIELD FUND CLASS R6) | 02/25/2005 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 8.77 | 7.85 | 5.46 | 4.74 | 5.61 | 6.00 | 5.95 | 4.28 | 8.65 | 12.12 | -10.31 | 7.07 | 3.03 | 13.64 | -2.69 | 6.84 | 14.00 | -4.59 | 2.76 | 7.16 | 14.92 | 2.58 | 14.06 | 48.61 | -22.47 | 2.34 | 12.89 | -0.25 |
| Sharpe Ratio | NA | 1.58 | 1.05 | 0.74 | 0.55 | NA | NA | 0.90 | 1.14 | 1.77 | 1.63 | -1.55 | 2.94 | 0.22 | 3.75 | -1.17 | 2.48 | 2.62 | -1.11 | 0.83 | 2.33 | 5.18 | 0.48 | 3.44 | 8.90 | -2.87 | -0.24 | 5.32 | -0.83 |
| Standard Deviation(%) | NA | 3.32 | 4.81 | 4.78 | 5.80 | NA | NA | 5.15 | 3.85 | 2.85 | 5.25 | 7.62 | 2.40 | 12.54 | 3.25 | 3.48 | 2.50 | 5.26 | 4.16 | 3.30 | 3.05 | 2.90 | 5.32 | 4.06 | 5.45 | 8.15 | 3.33 | 1.79 | 3.17 |
| Draw Down(%) | NA | 3.43 | 7.42 | 13.65 | 23.26 | NA | NA | 29.38 | 3.43 | 1.87 | 4.19 | 13.51 | 1.52 | 23.26 | 1.58 | 6.02 | 2.27 | 4.79 | 9.44 | 5.25 | 4.98 | 2.99 | 10.36 | 5.55 | 5.94 | 27.71 | 5.20 | 1.15 | 6.85 |
| Yield(%) | 0.00 | 6.79 | 6.66 | 5.82 | 5.45 | 6.19 | 6.23 | 6.16 | 2.81 | 7.44 | 6.86 | 5.22 | 4.99 | 4.70 | 6.32 | 5.82 | 5.88 | 6.02 | 5.70 | 7.65 | 8.77 | 7.64 | 9.17 | 8.18 | 10.23 | 7.33 | 8.63 | 8.20 | 5.15 |
Data as of 07/22/2025, AR inception is 02/25/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHYUX (JPMORGAN HIGH YIELD FUND CLASS R6) |
-4.41%
Nov 2005 - Nov 2008 |
1.18%
Sep 2017 - Sep 2022 |
3.20%
Oct 2013 - Oct 2023 |
4.96%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHYUX (JPMORGAN HIGH YIELD FUND CLASS R6) |
20.73%
Feb 2009 - Feb 2012 |
17.11%
Nov 2008 - Nov 2013 |
10.17%
Nov 2008 - Nov 2018 |
7.92%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart