Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMTRX (JPMORGAN TOTAL RETURN FUND CLASS R5) | NA | 1.60% | 0.79% | -1.81% | 1.47% | 2.52% | NA | … | … |
Data as of 07/31/2025, Common starting date is 06/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMTRX (JPMORGAN TOTAL RETURN FUND CLASS R5) | 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 | 1.60 | 0.79 | -1.81 | 1.47 | 2.52 | NA | … | … | 1.45 | 0.51 | 5.74 | -13.42 | -2.28 | 6.19 | 9.62 | -0.64 | 4.33 | 4.87 | -0.47 | 5.32 | 0.28 | 8.54 | 6.68 | 9.23 | 14.76 | -4.06 |
| Sharpe Ratio | NA | -0.49 | -0.43 | -0.72 | -0.01 | NA | NA | … | … | -0.12 | -1.19 | 0.21 | -2.00 | -0.66 | 1.08 | 2.56 | -0.77 | 1.52 | 1.64 | -0.17 | 2.56 | 0.09 | 0.82 | 1.95 | 2.45 | 2.59 | -1.26 |
| Standard Deviation(%) | NA | 4.60 | 6.18 | 5.61 | 4.68 | NA | NA | … | … | 4.36 | 5.11 | 7.05 | 7.43 | 3.47 | 5.51 | 3.21 | 2.54 | 2.44 | 2.85 | 2.91 | 2.07 | 2.68 | 10.48 | 3.40 | 3.73 | 5.65 | 6.55 |
| Draw Down(%) | NA | 4.99 | 10.03 | 19.95 | 19.95 | NA | NA | … | … | 2.58 | 4.49 | 7.18 | 17.07 | 3.57 | 8.91 | 2.02 | 2.67 | 1.61 | 3.61 | 2.89 | 0.89 | 3.87 | 6.63 | 1.80 | 3.32 | 3.84 | 11.10 |
| Yield(%) | 0.00 | 3.38 | 3.20 | 2.19 | 2.67 | 3.60 | 3.36 | … | … | 1.81 | 3.70 | 3.55 | 1.94 | 1.28 | 1.77 | 2.98 | 2.85 | 2.66 | 3.10 | 3.53 | 3.44 | 4.91 | 4.61 | 10.11 | 8.48 | 4.63 | 3.09 |
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 |
|---|---|---|---|---|
| JMTRX (JPMORGAN TOTAL RETURN FUND CLASS R5) |
-6.16%
Oct 2020 – Oct 2023 |
-1.51%
Jun 2020 – Jun 2025 |
0.86%
Oct 2013 – Oct 2023 |
2.60%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMTRX (JPMORGAN TOTAL RETURN FUND CLASS R5) |
11.40%
Feb 2009 – Feb 2012 |
8.64%
Nov 2008 – Nov 2013 |
5.54%
Feb 2009 – Feb 2019 |
3.71%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart