Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIMZX (JPMORGAN INFLATION MANAGED BOND FUND CLASS R2) | NA | 3.31% | 0.65% | 0.76% | NA | NA | NA | … | … |
Data as of 12/14/2016, Common starting date is 04/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIMZX (JPMORGAN INFLATION MANAGED BOND FUND CLASS R2) | 04/29/2010 | 12/14/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.31 | 0.65 | 0.76 | NA | NA | NA | … | … | 3.10 | -0.53 | -0.25 | -3.25 | 5.12 | 4.68 | 13.70 |
| Sharpe Ratio | NA | 1.43 | 0.26 | 0.29 | NA | NA | NA | … | … | 1.39 | -0.21 | -0.13 | -1.18 | 2.41 | 1.46 | 1.68 |
| Standard Deviation(%) | NA | 2.18 | 2.33 | 2.39 | NA | NA | NA | … | … | 2.19 | 2.68 | 2.08 | 2.77 | 2.12 | 3.18 | 12.36 |
| Draw Down(%) | NA | 1.43 | 4.12 | 4.96 | NA | NA | NA | … | … | 1.43 | 2.54 | 3.41 | 4.96 | 0.84 | 2.10 | 2.72 |
| Yield(%) | 0.00 | 1.22 | 1.09 | 1.31 | 0.99 | 0.66 | 0.50 | … | … | 1.21 | 1.04 | 1.02 | 0.74 | 2.04 | 2.03 | 1.59 |
Data as of 12/14/2016, 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 |
|---|---|---|---|---|
| JIMZX (JPMORGAN INFLATION MANAGED BOND FUND CLASS R2) |
-1.35%
Dec 2012 – Dec 2015 |
0.69%
Nov 2011 – Nov 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIMZX (JPMORGAN INFLATION MANAGED BOND FUND CLASS R2) |
3.40%
May 2010 – May 2013 |
1.83%
May 2010 – May 2015 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
