Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMGLX (JPMorgan Managed Income Fund Class I) | 1.07% | 3.73% | 4.78% | 3.30% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/11/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMGLX (JPMorgan Managed Income Fund Class I) | 09/11/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 3.73 | 4.78 | 3.30 | NA | NA | NA | … | … | 1.07 | 4.60 | 5.31 | 4.76 | 1.02 | -0.09 | 1.17 | 0.40 | -0.10 |
| Sharpe Ratio | NA | 1.12 | 1.14 | 0.62 | NA | NA | NA | … | … | 0.11 | 1.23 | 1.11 | 0.73 | -0.59 | -0.25 | 0.83 | -2.03 | -4.06 |
| Standard Deviation(%) | NA | 1.39 | 1.46 | 1.26 | NA | NA | NA | … | … | 1.30 | 1.40 | 1.53 | 1.52 | 0.70 | 0.46 | 1.11 | 0.53 | 0.48 |
| Draw Down(%) | NA | 0.40 | 0.40 | 0.76 | NA | NA | NA | … | … | 0.40 | 0.30 | 0.30 | 0.50 | 0.56 | 0.32 | 2.19 | 0.20 | 0.20 |
| Yield(%) | 0.00 | 3.66 | 4.45 | 3.22 | 1.75 | 1.17 | 0.87 | … | … | 1.26 | 4.20 | 4.97 | 4.43 | 1.15 | 0.30 | 1.17 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/11/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMGLX (JPMorgan Managed Income Fund Class I) |
0.20%
Jun 2019 – Jun 2022 |
1.16%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMGLX (JPMorgan Managed Income Fund Class I) |
4.96%
Oct 2022 – Oct 2025 |
3.31%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart