Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPDCX (JPMorgan Preferred and Inc Scrts C) | 1.08% | 6.32% | 8.86% | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 08/02/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPDCX (JPMorgan Preferred and Inc Scrts C) | 08/02/2022 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 6.32 | 8.86 | NA | NA | NA | NA | … | … | 1.08 | 7.72 | 10.24 | 7.23 | -3.41 |
| Sharpe Ratio | NA | 1.38 | 1.71 | NA | NA | NA | NA | … | … | -0.06 | 1.55 | 2.37 | 0.46 | -2.03 |
| Standard Deviation(%) | NA | 2.74 | 3.34 | NA | NA | NA | NA | … | … | 3.41 | 3.14 | 2.80 | 7.79 | 5.20 |
| Draw Down(%) | NA | 2.82 | 4.50 | NA | NA | NA | NA | … | … | 2.82 | 3.54 | 2.13 | 12.91 | 8.28 |
| Yield(%) | 0.00 | 4.97 | 5.27 | 3.59 | 1.80 | 1.20 | 0.90 | … | … | 1.97 | 4.93 | 4.92 | 4.58 | 1.75 |
Data as of 06/12/2026, Common starting date is 08/02/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPDCX (JPMorgan Preferred and Inc Scrts C) |
6.51%
Jan 2023 – Jan 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPDCX (JPMorgan Preferred and Inc Scrts C) |
9.35%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart