Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMTAX (JPMORGAN TOTAL RETURN FUND CLASS A) | NA | 1.43% | 0.60% | -1.98% | 1.29% | 2.32% | NA | … | … |
Data as of 07/31/2025, Common starting date is 06/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMTAX (JPMORGAN TOTAL RETURN FUND CLASS A) | 06/24/2008 | 07/31/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.43 | 0.60 | -1.98 | 1.29 | 2.32 | NA | … | … | 2.09 | 0.70 | 5.57 | -13.62 | -2.47 | 6.02 | 9.55 | -0.93 | 4.12 | 4.68 | -0.64 | 5.04 | 0.07 | 8.37 | 6.49 | 8.97 | 14.54 | -4.15 |
| Sharpe Ratio | NA | -0.38 | -0.42 | -0.71 | -0.03 | NA | NA | … | … | 0.14 | -0.57 | 0.28 | -2.02 | -0.58 | 1.04 | 2.45 | -0.89 | 1.37 | 1.59 | -0.23 | 2.49 | 0.01 | 0.79 | 1.88 | 2.34 | 2.57 | -1.29 |
| Standard Deviation(%) | NA | 4.55 | 6.17 | 5.73 | 4.76 | NA | NA | … | … | 4.27 | 5.14 | 6.99 | 7.46 | 4.29 | 5.51 | 3.29 | 2.62 | 2.54 | 2.81 | 2.91 | 2.02 | 2.63 | 10.61 | 3.43 | 3.79 | 5.62 | 6.54 |
| Draw Down(%) | NA | 4.97 | 10.20 | 20.41 | 20.41 | NA | NA | … | … | 2.70 | 4.20 | 7.20 | 17.31 | 4.81 | 8.93 | 2.12 | 2.84 | 1.52 | 3.62 | 3.02 | 0.90 | 3.93 | 6.64 | 1.82 | 3.35 | 3.75 | 11.06 |
| Yield(%) | 0.00 | 3.22 | 3.02 | 2.03 | 2.49 | 3.43 | 3.20 | … | … | 1.73 | 3.51 | 3.36 | 1.77 | 1.09 | 1.59 | 2.79 | 2.67 | 2.45 | 2.90 | 3.36 | 3.27 | 4.70 | 4.45 | 9.93 | 8.34 | 4.43 | 3.00 |
Data as of 07/31/2025, Common starting date is 06/24/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMTAX (JPMORGAN TOTAL RETURN FUND CLASS A) |
-6.33%
Oct 2020 – Oct 2023 |
-1.72%
Jun 2020 – Jun 2025 |
0.67%
Oct 2013 – Oct 2023 |
2.40%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMTAX (JPMORGAN TOTAL RETURN FUND CLASS A) |
11.22%
Feb 2009 – Feb 2012 |
8.41%
Nov 2008 – Nov 2013 |
5.33%
Feb 2009 – Feb 2019 |
3.51%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart