Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPBAX (JP Morgan Core Bond 529 Port Ag) | 0.16% | 4.24% | 3.87% | 0.15% | 1.61% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPBAX (JP Morgan Core Bond 529 Port Ag) | 10/23/2013 | 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 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 4.24 | 3.87 | 0.15 | 1.61 | NA | NA | … | … | 0.16 | 7.26 | 1.39 | 5.21 | -12.42 | -1.42 | 7.74 | 8.00 | 0.10 | 3.52 | 1.94 | 0.68 | 4.49 | -0.81 |
| Sharpe Ratio | NA | 0.57 | 0.17 | -0.42 | 0.01 | NA | NA | … | … | -0.46 | 0.99 | -0.99 | 0.13 | -1.98 | -0.44 | 1.53 | 1.91 | -0.45 | 1.03 | 0.55 | 0.19 | 1.68 | -1.24 |
| Standard Deviation(%) | NA | 4.01 | 5.15 | 5.70 | 4.74 | NA | NA | … | … | 4.17 | 4.51 | 5.28 | 7.20 | 7.01 | 3.28 | 4.88 | 3.44 | 2.68 | 2.81 | 3.16 | 3.46 | 2.66 | 3.46 |
| Draw Down(%) | NA | 3.05 | 6.04 | 17.12 | 17.12 | NA | NA | … | … | 3.05 | 2.63 | 4.03 | 7.36 | 15.86 | 3.16 | 6.60 | 2.19 | 2.57 | 1.41 | 4.40 | 2.48 | 1.16 | 1.21 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/23/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPBAX (JP Morgan Core Bond 529 Port Ag) |
-5.26%
Oct 2020 – Oct 2023 |
-0.81%
Jul 2020 – Jul 2025 |
1.10%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPBAX (JP Morgan Core Bond 529 Port Ag) |
5.62%
Jul 2018 – Jul 2021 |
4.21%
Dec 2015 – Dec 2020 |
1.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart