Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMTSX (JPMORGAN TOTAL RETURN FUND CLASS I) | NA | 1.51% | 0.70% | -1.89% | 1.38% | 2.41% | NA | … | … |
Data as of 07/31/2025, Common starting date is 06/24/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMTSX (JPMORGAN TOTAL RETURN FUND CLASS I) | 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 | 1.51 | 0.70 | -1.89 | 1.38 | 2.41 | NA | … | … | 1.43 | 0.41 | 5.66 | -13.48 | -2.37 | 6.09 | 9.51 | -0.75 | 4.23 | 4.78 | -0.54 | 5.21 | 0.15 | 8.42 | 6.59 | 9.66 | 19.26 | -4.12 |
| Sharpe Ratio | NA | -0.51 | -0.44 | -0.74 | -0.03 | NA | NA | … | … | -0.13 | -1.21 | 0.20 | -1.99 | -0.70 | 1.05 | 2.53 | -0.82 | 1.48 | 1.59 | -0.20 | 2.53 | 0.04 | 0.80 | 1.86 | 2.53 | 4.14 | -1.26 |
| Standard Deviation(%) | NA | 4.56 | 6.15 | 5.60 | 4.67 | NA | NA | … | … | 4.30 | 5.12 | 6.98 | 7.48 | 3.44 | 5.53 | 3.20 | 2.52 | 2.45 | 2.87 | 2.92 | 2.05 | 2.71 | 10.50 | 3.53 | 3.78 | 4.63 | 6.61 |
| Draw Down(%) | NA | 5.02 | 10.05 | 20.09 | 20.09 | NA | NA | … | … | 2.58 | 4.52 | 7.22 | 17.10 | 3.58 | 8.91 | 2.02 | 2.71 | 1.61 | 3.63 | 2.93 | 0.89 | 3.82 | 6.63 | 1.81 | 3.33 | 3.63 | 11.12 |
| Yield(%) | 0.00 | 3.29 | 3.11 | 2.11 | 2.58 | 3.51 | 3.51 | … | … | 1.76 | 3.60 | 3.45 | 1.88 | 1.19 | 1.67 | 2.88 | 2.74 | 2.56 | 3.00 | 3.45 | 3.34 | 4.79 | 4.50 | 10.02 | 8.87 | 8.98 | 3.03 |
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 |
|---|---|---|---|---|
| JMTSX (JPMORGAN TOTAL RETURN FUND CLASS I) |
-6.24%
Oct 2020 – Oct 2023 |
-1.61%
Jun 2020 – Jun 2025 |
0.77%
Oct 2013 – Oct 2023 |
2.50%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMTSX (JPMORGAN TOTAL RETURN FUND CLASS I) |
12.99%
Feb 2009 – Feb 2012 |
9.49%
Nov 2008 – Nov 2013 |
5.90%
Feb 2009 – Feb 2019 |
3.92%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart