Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNBAX (JPMORGAN INCOME BUILDER FUND CLASS A) | 6.20% | 15.65% | 11.22% | 3.68% | 5.53% | 5.42% | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNBAX (JPMORGAN INCOME BUILDER FUND CLASS A) | 06/28/2007 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 15.65 | 11.22 | 3.68 | 5.53 | 5.42 | NA | … | … | 6.20 | 13.37 | 7.09 | 9.32 | -12.96 | 4.37 | 6.11 | 14.80 | -4.46 | 10.71 | 7.22 | -0.94 | 3.79 | 9.19 | 17.01 | -0.39 | 12.39 | 36.92 | -25.50 | 0.43 |
| Sharpe Ratio | NA | 2.06 | 1.15 | 0.15 | 0.48 | NA | NA | … | … | 1.57 | 1.42 | 0.55 | 0.80 | -1.36 | 0.55 | 0.38 | 3.81 | -1.04 | 3.01 | 1.04 | -0.13 | 0.65 | 1.57 | 3.36 | -0.04 | 1.48 | 3.85 | -1.70 | -0.22 |
| Standard Deviation(%) | NA | 6.37 | 7.22 | 8.09 | 8.11 | NA | NA | … | … | 8.17 | 7.43 | 6.28 | 7.14 | 10.64 | 7.93 | 15.29 | 3.50 | 5.61 | 3.35 | 6.74 | 7.20 | 5.77 | 5.83 | 5.10 | 10.71 | 8.30 | 9.56 | 15.49 | 8.77 |
| Draw Down(%) | NA | 5.18 | 7.41 | 22.38 | 23.56 | NA | NA | … | … | 5.18 | 7.41 | 3.59 | 7.11 | 19.25 | 6.08 | 23.56 | 1.68 | 8.50 | 1.55 | 6.44 | 7.57 | 5.91 | 7.14 | 4.66 | 13.63 | 8.60 | 10.69 | 31.94 | 6.38 |
| Yield(%) | 0.00 | 5.58 | 5.77 | 4.30 | 4.61 | 4.74 | 4.39 | … | … | 1.91 | 5.95 | 5.84 | 5.11 | 3.73 | 3.97 | 3.43 | 4.45 | 4.03 | 3.99 | 4.10 | 3.87 | 4.90 | 4.50 | 5.68 | 5.12 | 4.24 | 5.13 | 5.03 | 3.40 |
Data as of 06/03/2026, Common starting date is 06/28/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNBAX (JPMORGAN INCOME BUILDER FUND CLASS A) |
-2.49%
Sep 2019 – Sep 2022 |
0.33%
Sep 2017 – Sep 2022 |
2.49%
Oct 2013 – Oct 2023 |
3.78%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNBAX (JPMORGAN INCOME BUILDER FUND CLASS A) |
19.45%
Feb 2009 – Feb 2012 |
15.78%
Feb 2009 – Feb 2014 |
9.66%
Feb 2009 – Feb 2019 |
7.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart