Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIMMX (JPMORGAN INFLATION MANAGED BOND FUND CLASS R6) | NA | 0.01% | 3.94% | 3.10% | 1.94% | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 12/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIMMX (JPMORGAN INFLATION MANAGED BOND FUND CLASS R6) | 12/02/2010 | 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 | 0.01 | 3.94 | 3.10 | 1.94 | NA | NA | … | … | -2.72 | 2.88 | 6.26 | 6.93 | -1.02 | 2.14 | 3.65 | 0.04 | 0.27 | -2.78 | 5.73 | 5.15 | -0.97 |
| Sharpe Ratio | NA | -0.03 | 0.96 | 0.76 | 0.55 | NA | NA | … | … | -1.53 | 1.09 | 1.30 | 2.53 | -1.34 | 0.77 | 1.49 | 0.00 | 0.12 | -1.01 | 2.77 | 1.57 | -2.09 |
| Standard Deviation(%) | NA | 3.65 | 3.69 | 3.08 | 2.77 | NA | NA | … | … | 5.19 | 2.61 | 4.64 | 2.19 | 1.75 | 1.97 | 2.30 | 2.69 | 2.09 | 2.79 | 2.07 | 3.26 | 5.57 |
| Draw Down(%) | NA | 3.30 | 9.79 | 9.79 | 9.79 | NA | NA | … | … | 3.29 | 1.62 | 9.79 | 0.87 | 1.89 | 1.25 | 2.00 | 2.27 | 3.25 | 4.74 | 0.93 | 2.06 | 2.03 |
| Yield(%) | 0.00 | 2.34 | 2.37 | 2.34 | 1.95 | 1.59 | 1.19 | … | … | 0.57 | 2.42 | 2.01 | 2.73 | 2.40 | 2.22 | 1.85 | 1.51 | 1.55 | 1.21 | 2.54 | 2.78 | 0.00 |
Data as of 05/06/2022, Common starting date is 12/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMMX (JPMORGAN INFLATION MANAGED BOND FUND CLASS R6) |
-0.83%
Dec 2012 – Dec 2015 |
0.41%
Apr 2013 – Apr 2018 |
1.94%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMMX (JPMORGAN INFLATION MANAGED BOND FUND CLASS R6) |
5.99%
Dec 2018 – Dec 2021 |
3.78%
Dec 2016 – Dec 2021 |
2.55%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart