Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHYZX (JPMORGAN HIGH YIELD FUND CLASS R2) | 1.05% | 6.22% | 8.19% | 3.50% | 4.44% | 4.33% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHYZX (JPMORGAN HIGH YIELD 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 | 6.22 | 8.19 | 3.50 | 4.44 | 4.33 | NA | … | … | 1.05 | 7.81 | 7.94 | 11.04 | -10.81 | 6.19 | 2.23 | 12.75 | -3.46 | 6.11 | 12.76 | -5.09 | 2.15 | 6.42 | 14.22 | 2.02 | 13.36 | 47.71 | -5.98 |
| Sharpe Ratio | NA | 1.53 | 1.58 | 0.22 | 0.51 | NA | NA | … | … | 0.03 | 1.65 | 1.53 | 1.42 | -1.60 | 2.60 | 0.16 | 3.64 | -1.39 | 2.15 | 2.38 | -1.26 | 0.64 | 2.10 | 5.04 | 0.37 | 3.29 | 8.78 | -3.18 |
| Standard Deviation(%) | NA | 2.43 | 3.37 | 4.73 | 5.60 | NA | NA | … | … | 3.10 | 2.99 | 2.83 | 5.26 | 7.67 | 2.37 | 12.67 | 3.10 | 3.49 | 2.54 | 5.27 | 4.06 | 3.36 | 3.04 | 2.83 | 5.36 | 4.04 | 5.43 | 10.58 |
| Draw Down(%) | NA | 1.60 | 3.53 | 14.19 | 23.36 | NA | NA | … | … | 1.60 | 3.53 | 1.89 | 4.30 | 14.00 | 1.73 | 23.36 | 1.66 | 6.32 | 2.28 | 4.87 | 9.66 | 5.51 | 5.06 | 3.04 | 10.63 | 5.57 | 6.00 | 10.96 |
| Yield(%) | 0.00 | 5.33 | 6.28 | 5.02 | 5.01 | 5.09 | 6.39 | … | … | 1.81 | 6.02 | 6.77 | 6.17 | 4.59 | 4.26 | 3.99 | 5.58 | 5.11 | 5.18 | 4.96 | 5.12 | 7.08 | 8.20 | 7.10 | 8.65 | 7.66 | 9.61 | 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 |
|---|---|---|---|---|
| JHYZX (JPMORGAN HIGH YIELD FUND CLASS R2) |
-1.52%
Sep 2019 – Sep 2022 |
0.39%
Sep 2017 – Sep 2022 |
2.41%
Oct 2013 – Oct 2023 |
4.31%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHYZX (JPMORGAN HIGH YIELD FUND CLASS R2) |
20.03%
Feb 2009 – Feb 2012 |
15.73%
Dec 2008 – Dec 2013 |
9.09%
Feb 2009 – Feb 2019 |
7.15%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart