Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPBEX (JP Morgan Core Bond 529 Port E) | 0.23% | 4.40% | 4.02% | 0.31% | 1.76% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/23/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPBEX (JP Morgan Core Bond 529 Port E) | 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 | 4.40 | 4.02 | 0.31 | 1.76 | NA | NA | … | … | 0.23 | 7.47 | 1.62 | 5.30 | -12.32 | -1.25 | 8.00 | 8.20 | 0.19 | 3.58 | 2.12 | 0.87 | 5.32 | -0.91 |
| Sharpe Ratio | NA | 0.61 | 0.20 | -0.39 | 0.04 | NA | NA | … | … | -0.42 | 1.05 | -0.96 | 0.15 | -1.94 | -0.40 | 1.58 | 1.97 | -0.41 | 1.03 | 0.60 | 0.24 | 1.86 | -1.46 |
| Standard Deviation(%) | NA | 3.95 | 5.12 | 5.71 | 4.76 | NA | NA | … | … | 4.18 | 4.48 | 5.20 | 7.28 | 7.08 | 3.20 | 4.91 | 3.44 | 2.74 | 2.89 | 3.21 | 3.52 | 2.85 | 3.30 |
| Draw Down(%) | NA | 3.07 | 5.94 | 16.96 | 16.96 | NA | NA | … | … | 3.07 | 2.66 | 3.95 | 7.24 | 15.78 | 3.12 | 6.60 | 2.25 | 2.55 | 1.40 | 4.37 | 2.47 | 1.16 | 1.22 |
| 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 |
|---|---|---|---|---|
| JPBEX (JP Morgan Core Bond 529 Port E) |
-5.13%
Oct 2020 – Oct 2023 |
-0.65%
Jul 2020 – Jul 2025 |
1.29%
May 2014 – May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPBEX (JP Morgan Core Bond 529 Port E) |
5.77%
Jul 2018 – Jul 2021 |
4.37%
Dec 2015 – Dec 2020 |
2.11%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart