Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMTCX (JPMORGAN TOTAL RETURN FUND CLASS C) | NA | 0.88% | 0.02% | -2.58% | 0.64% | 1.66% | NA | … | … |
Data as of 07/31/2025, Common starting date is 06/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMTCX (JPMORGAN TOTAL RETURN FUND CLASS C) | 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 (%) | 0.12 | 0.88 | 0.02 | -2.58 | 0.64 | 1.66 | NA | … | … | 1.19 | 0.15 | 4.78 | -14.05 | -3.20 | 5.33 | 8.77 | -1.49 | 3.44 | 3.89 | -1.23 | 4.41 | -0.57 | 7.66 | 5.71 | 8.48 | 13.94 | -4.42 |
| Sharpe Ratio | NA | -0.64 | -0.55 | -0.86 | -0.18 | NA | NA | … | … | -0.23 | -1.26 | 0.08 | -2.08 | -0.93 | 0.93 | 2.25 | -1.09 | 1.12 | 1.34 | -0.44 | 2.22 | -0.23 | 0.73 | 1.69 | 2.28 | 2.45 | -1.35 |
| Standard Deviation(%) | NA | 4.53 | 6.14 | 5.59 | 4.67 | NA | NA | … | … | 4.22 | 5.09 | 7.00 | 7.44 | 3.47 | 5.49 | 3.27 | 2.57 | 2.51 | 2.75 | 2.89 | 1.98 | 2.62 | 10.55 | 3.35 | 3.68 | 5.65 | 6.55 |
| Draw Down(%) | NA | 5.19 | 10.21 | 21.49 | 21.49 | NA | NA | … | … | 2.60 | 4.41 | 7.74 | 17.59 | 3.81 | 8.96 | 2.12 | 3.02 | 1.62 | 3.80 | 3.39 | 0.89 | 4.16 | 6.65 | 1.88 | 3.40 | 3.76 | 11.24 |
| Yield(%) | 0.00 | 2.67 | 2.45 | 1.48 | 1.86 | 2.85 | 2.68 | … | … | 1.45 | 2.86 | 2.70 | 1.18 | 0.46 | 0.90 | 2.13 | 2.03 | 1.78 | 2.23 | 2.68 | 2.65 | 4.09 | 3.86 | 9.28 | 7.85 | 3.86 | 2.74 |
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 |
|---|---|---|---|---|
| JMTCX (JPMORGAN TOTAL RETURN FUND CLASS C) |
-6.92%
Oct 2020 – Oct 2023 |
-2.34%
Jun 2020 – Jun 2025 |
0.01%
Oct 2013 – Oct 2023 |
1.74%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMTCX (JPMORGAN TOTAL RETURN FUND CLASS C) |
10.59%
Feb 2009 – Feb 2012 |
7.78%
Nov 2008 – Nov 2013 |
4.67%
Feb 2009 – Feb 2019 |
2.85%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart