Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMTIX (JPMORGAN TOTAL RETURN FUND CLASS R6) | NA | 1.65% | 0.89% | -1.41% | 1.70% | NA | NA | … | … |
Data as of 07/31/2025, Common starting date is 03/20/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMTIX (JPMORGAN TOTAL RETURN FUND CLASS R6) | 03/20/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 1.65 | 0.89 | -1.41 | 1.70 | NA | NA | … | … | 1.82 | 1.07 | 5.72 | -13.28 | -1.57 | 7.30 | 9.69 | -0.59 | 4.27 | 4.93 | -0.39 | 3.43 |
| Sharpe Ratio | NA | -0.42 | -0.40 | -0.64 | 0.05 | NA | NA | … | … | 0.03 | -0.49 | 0.30 | -1.98 | -0.47 | 1.29 | 2.51 | -0.75 | 1.44 | 1.65 | -0.14 | 2.16 |
| Standard Deviation(%) | NA | 4.52 | 6.16 | 5.59 | 4.69 | NA | NA | … | … | 4.12 | 5.22 | 7.01 | 7.46 | 3.38 | 5.45 | 3.28 | 2.63 | 2.52 | 2.85 | 3.03 | 2.03 |
| Draw Down(%) | NA | 4.87 | 10.04 | 18.55 | 18.55 | NA | NA | … | … | 2.58 | 4.10 | 7.13 | 17.04 | 3.66 | 8.91 | 2.02 | 2.67 | 1.51 | 3.56 | 2.95 | 0.79 |
| Yield(%) | 0.00 | 3.43 | 3.25 | 2.55 | 2.90 | 2.21 | 1.65 | … | … | 1.83 | 3.76 | 3.60 | 2.00 | 2.07 | 2.74 | 3.04 | 2.90 | 2.70 | 3.15 | 3.60 | 2.71 |
Data as of 07/31/2025, Common starting date is 03/20/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMTIX (JPMORGAN TOTAL RETURN FUND CLASS R6) |
-5.56%
Oct 2020 – Oct 2023 |
-1.15%
Jun 2020 – Jun 2025 |
1.37%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMTIX (JPMORGAN TOTAL RETURN FUND CLASS R6) |
5.66%
Jul 2017 – Jul 2020 |
5.06%
Dec 2015 – Dec 2020 |
1.98%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart