Fund & Portfolio Comparison

Performance Comparison
Comparison Box

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

3-Year Annualized Rolling Return