Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNBSX (JPMORGAN INCOME BUILDER FUND SELECT CLASS) | 4.50% | 13.53% | 10.75% | 3.38% | 5.49% | 5.50% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/28/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNBSX (JPMORGAN INCOME BUILDER FUND SELECT CLASS) | 06/28/2007 | 06/05/2026 |
| 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 (%) | -1.56 | 13.53 | 10.75 | 3.38 | 5.49 | 5.50 | NA | … | … | 4.50 | 13.50 | 7.25 | 9.48 | -12.74 | 4.43 | 6.27 | 14.94 | -4.21 | 10.79 | 7.34 | -0.70 | 3.95 | 9.32 | 17.28 | -0.25 | 12.46 | 37.17 | -25.30 | 0.57 |
| Sharpe Ratio | NA | 1.67 | 1.03 | 0.11 | 0.48 | NA | NA | … | … | 0.99 | 1.44 | 0.58 | 0.82 | -1.34 | 0.60 | 0.39 | 3.85 | -1.02 | 3.12 | 1.06 | -0.10 | 0.69 | 1.59 | 3.41 | -0.03 | 1.50 | 3.89 | -1.69 | -0.19 |
| Standard Deviation(%) | NA | 6.53 | 7.28 | 8.11 | 8.07 | NA | NA | … | … | 8.38 | 7.42 | 6.27 | 7.19 | 10.65 | 7.29 | 15.35 | 3.50 | 5.52 | 3.26 | 6.75 | 7.20 | 5.71 | 5.84 | 5.10 | 10.67 | 8.24 | 9.53 | 15.49 | 8.81 |
| Draw Down(%) | NA | 5.15 | 7.38 | 22.32 | 23.60 | NA | NA | … | … | 5.15 | 7.38 | 3.58 | 6.88 | 19.22 | 6.05 | 23.60 | 1.66 | 8.35 | 1.46 | 6.52 | 7.49 | 5.94 | 7.13 | 4.54 | 13.67 | 8.49 | 10.69 | 31.84 | 6.28 |
| Yield(%) | 0.00 | 5.71 | 5.92 | 4.39 | 4.76 | 4.91 | 4.54 | … | … | 1.97 | 6.08 | 6.00 | 5.26 | 3.84 | 4.12 | 3.57 | 4.59 | 4.18 | 4.18 | 4.22 | 4.00 | 5.06 | 4.63 | 5.82 | 5.26 | 4.31 | 5.33 | 5.26 | 3.55 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JNBSX (JPMORGAN INCOME BUILDER FUND SELECT CLASS) |
-2.35%
Sep 2019 – Sep 2022 |
0.48%
Sep 2017 – Sep 2022 |
2.65%
Oct 2013 – Oct 2023 |
3.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNBSX (JPMORGAN INCOME BUILDER FUND SELECT CLASS) |
19.61%
Feb 2009 – Feb 2012 |
15.95%
Feb 2009 – Feb 2014 |
9.84%
Feb 2009 – Feb 2019 |
7.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart