Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIMAX (JPMORGAN INFLATION MANAGED BOND FUND CLASS A) | NA | 0.78% | 3.95% | 3.01% | 1.74% | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 04/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIMAX (JPMORGAN INFLATION MANAGED BOND FUND CLASS A) | 04/29/2010 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 0.78 | 3.95 | 3.01 | 1.74 | NA | NA | … | … | -1.55 | 4.31 | 5.73 | 6.61 | -1.32 | 1.84 | 3.46 | -0.34 | 0.01 | -2.99 | 5.39 | 4.93 | 3.48 |
| Sharpe Ratio | NA | 0.16 | 0.85 | 0.65 | 0.44 | NA | NA | … | … | -0.79 | 1.12 | 1.18 | 2.22 | -1.51 | 0.61 | 1.42 | -0.13 | 0.00 | -1.08 | 2.59 | 1.53 | 1.50 |
| Standard Deviation(%) | NA | 4.10 | 4.15 | 3.43 | 2.97 | NA | NA | … | … | 5.96 | 3.82 | 4.62 | 2.32 | 1.80 | 1.95 | 2.29 | 2.78 | 2.07 | 2.81 | 2.08 | 3.20 | 3.39 |
| Draw Down(%) | NA | 3.64 | 9.81 | 9.81 | 9.81 | NA | NA | … | … | 3.56 | 2.95 | 9.81 | 0.87 | 1.89 | 1.16 | 2.15 | 2.37 | 3.33 | 4.87 | 0.93 | 1.98 | 2.61 |
| Yield(%) | 1.41 | 3.43 | 2.49 | 2.30 | 1.80 | 1.61 | 1.21 | … | … | 1.89 | 2.04 | 1.60 | 2.41 | 2.11 | 1.93 | 1.56 | 1.23 | 1.29 | 1.00 | 2.31 | 2.37 | 1.78 |
Data as of 05/06/2022, Common starting date is 04/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMAX (JPMORGAN INFLATION MANAGED BOND FUND CLASS A) |
-1.12%
Dec 2012 – Dec 2015 |
0.12%
Apr 2013 – Apr 2018 |
1.60%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMAX (JPMORGAN INFLATION MANAGED BOND FUND CLASS A) |
5.55%
Dec 2018 – Dec 2021 |
3.40%
Nov 2016 – Nov 2021 |
2.28%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart