Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMBUX (JPMORGAN MORTGAGE-BACKED SECURITIES FUND CLASS R6) | NA | 4.74% | 3.18% | 0.72% | 2.26% | 2.83% | 3.93% | … | … |
Data as of 08/07/2025, Common starting date is 02/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMBUX (JPMORGAN MORTGAGE-BACKED SECURITIES FUND CLASS R6) | 02/28/2005 | 08/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.74 | 3.18 | 0.72 | 2.26 | 2.83 | 3.93 | … | … | 5.69 | 2.78 | 6.09 | -10.13 | -0.28 | 4.83 | 6.78 | 1.99 | 3.34 | 2.36 | 2.18 | 4.79 | -0.47 | 5.29 | 6.48 | 8.35 | 15.02 | 2.66 | 6.68 | 4.64 | 2.06 |
| Sharpe Ratio | NA | 0.32 | -0.01 | -0.26 | 0.20 | NA | NA | … | … | 1.26 | -0.16 | 0.34 | -1.89 | -0.21 | 1.85 | 2.32 | 0.27 | 1.38 | 1.06 | 0.89 | 2.58 | -0.24 | 3.63 | 3.44 | 4.03 | 4.94 | 0.32 | 0.98 | 0.44 | 0.03 |
| Standard Deviation(%) | NA | 5.02 | 6.29 | 5.27 | 4.05 | NA | NA | … | … | 5.34 | 5.37 | 7.20 | 6.13 | 1.49 | 2.47 | 2.29 | 2.24 | 1.96 | 2.02 | 2.42 | 1.85 | 2.10 | 1.45 | 1.88 | 2.05 | 3.02 | 5.30 | 3.62 | 2.78 | 2.70 |
| Draw Down(%) | NA | 4.63 | 8.11 | 14.31 | 14.31 | NA | NA | … | … | 2.60 | 3.89 | 7.18 | 13.36 | 1.26 | 4.21 | 1.22 | 1.56 | 1.13 | 2.44 | 1.13 | 0.70 | 2.94 | 0.69 | 0.97 | 1.06 | 1.24 | 3.03 | 2.25 | 1.26 | 1.89 |
| Yield(%) | 0.00 | 5.16 | 3.93 | 2.88 | 3.09 | 3.35 | 4.11 | … | … | 3.51 | 4.01 | 3.62 | 2.20 | 1.63 | 2.74 | 3.69 | 3.35 | 3.31 | 2.99 | 3.22 | 3.57 | 3.06 | 3.47 | 4.92 | 4.99 | 7.99 | 5.60 | 5.05 | 4.78 | 3.46 |
Data as of 08/07/2025, Common starting date is 02/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMBUX (JPMORGAN MORTGAGE-BACKED SECURITIES FUND CLASS R6) |
-4.30%
Oct 2020 – Oct 2023 |
-0.04%
Oct 2017 – Oct 2022 |
1.19%
Oct 2012 – Oct 2022 |
2.81%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMBUX (JPMORGAN MORTGAGE-BACKED SECURITIES FUND CLASS R6) |
10.36%
Oct 2008 – Oct 2011 |
8.08%
May 2006 – May 2011 |
5.87%
Jun 2006 – Jun 2016 |
5.03%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison Chart