Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JNBZX (JPMORGAN INCOME BUILDER FUND CLASS R6) | 6.38% | 15.51% | 11.48% | 4.78% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNBZX (JPMORGAN INCOME BUILDER FUND CLASS R6) | 11/01/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 15.51 | 11.48 | 4.78 | NA | NA | NA | … | … | 6.38 | 13.60 | 7.34 | 9.55 | -12.74 | 9.28 | 6.34 | 15.05 | -4.12 | 1.80 |
| Sharpe Ratio | NA | 2.14 | 1.19 | 0.30 | NA | NA | NA | … | … | 1.65 | 1.46 | 0.59 | 0.83 | -1.33 | 1.63 | 0.39 | 3.90 | -0.99 | 3.94 |
| Standard Deviation(%) | NA | 6.28 | 7.19 | 7.81 | NA | NA | NA | … | … | 8.06 | 7.39 | 6.26 | 7.19 | 10.66 | 5.67 | 15.40 | 3.48 | 5.56 | 2.79 |
| Draw Down(%) | NA | 5.15 | 7.37 | 19.17 | NA | NA | NA | … | … | 5.15 | 7.37 | 3.58 | 6.93 | 19.17 | 3.05 | 23.50 | 1.66 | 8.27 | 1.03 |
| Yield(%) | 0.00 | 5.78 | 6.00 | 5.31 | 4.41 | 2.94 | 2.20 | … | … | 2.00 | 6.18 | 6.07 | 5.32 | 3.92 | 8.69 | 3.63 | 4.70 | 4.27 | 0.67 |
Data as of 06/04/2026, Common starting date is 11/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNBZX (JPMORGAN INCOME BUILDER FUND CLASS R6) |
-0.83%
Sep 2019 – Sep 2022 |
2.27%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNBZX (JPMORGAN INCOME BUILDER FUND CLASS R6) |
11.81%
Sep 2022 – Sep 2025 |
7.24%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart