Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIMCX (JPMORGAN INFLATION MANAGED BOND FUND CLASS C) | NA | -0.77% | 2.98% | 2.14% | 1.00% | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 04/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIMCX (JPMORGAN INFLATION MANAGED BOND FUND CLASS C) | 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 (%) | 0.00 | -0.77 | 2.98 | 2.14 | 1.00 | NA | NA | … | … | -2.86 | 2.66 | 5.14 | 5.95 | -1.96 | 1.21 | 2.70 | -0.92 | -0.72 | -3.59 | 4.75 | 4.28 | 3.07 |
| Sharpe Ratio | NA | -0.23 | 0.70 | 0.45 | 0.21 | NA | NA | … | … | -1.62 | 0.96 | 1.06 | 2.06 | -1.86 | 0.28 | 1.08 | -0.35 | -0.35 | -1.31 | 2.19 | 1.34 | 1.33 |
| Standard Deviation(%) | NA | 3.76 | 3.71 | 3.11 | 2.80 | NA | NA | … | … | 5.16 | 2.74 | 4.60 | 2.21 | 1.77 | 2.08 | 2.31 | 2.72 | 2.12 | 2.78 | 2.16 | 3.18 | 3.35 |
| Draw Down(%) | NA | 3.39 | 9.77 | 9.77 | 9.77 | NA | NA | … | … | 3.27 | 1.63 | 9.77 | 0.88 | 2.22 | 1.26 | 2.25 | 2.83 | 3.55 | 5.03 | 0.93 | 2.09 | 2.64 |
| Yield(%) | 0.00 | 1.60 | 1.42 | 1.41 | 1.11 | 1.03 | 0.77 | … | … | 0.48 | 1.44 | 1.00 | 1.75 | 1.49 | 1.31 | 1.00 | 0.75 | 0.65 | 0.49 | 1.67 | 1.73 | 1.37 |
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 |
|---|---|---|---|---|
| JIMCX (JPMORGAN INFLATION MANAGED BOND FUND CLASS C) |
-1.75%
Dec 2012 – Dec 2015 |
-0.50%
Apr 2013 – Apr 2018 |
1.00%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMCX (JPMORGAN INFLATION MANAGED BOND FUND CLASS C) |
4.96%
Dec 2018 – Dec 2021 |
2.79%
Dec 2016 – Dec 2021 |
1.63%
Dec 2010 – Dec 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart