Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPHAX (JPMORGAN FLOATING RATE INCOME FUND CLASS A) | 0.96% | 2.74% | 5.30% | 3.71% | 3.43% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPHAX (JPMORGAN FLOATING RATE INCOME FUND CLASS A) | 06/06/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.74 | 5.30 | 3.71 | 3.43 | NA | NA | … | … | 0.96 | 1.30 | 6.89 | 10.79 | -2.36 | 4.33 | 1.02 | 6.98 | -0.98 | 1.76 | 8.13 | -2.56 | 0.03 | 5.51 | 8.84 | -1.82 |
| Sharpe Ratio | NA | -0.08 | 1.07 | 0.54 | 0.48 | NA | NA | … | … | -0.07 | -0.58 | 2.61 | 3.60 | -1.18 | 2.15 | 0.08 | 2.74 | -1.56 | 0.86 | 4.03 | -1.50 | 0.01 | 4.69 | 6.33 | -0.77 |
| Standard Deviation(%) | NA | 2.07 | 2.06 | 2.28 | 3.74 | NA | NA | … | … | 2.06 | 2.73 | 1.25 | 2.00 | 3.22 | 2.00 | 10.01 | 2.01 | 1.51 | 1.30 | 1.96 | 1.72 | 1.69 | 1.17 | 1.40 | 4.09 |
| Draw Down(%) | NA | 1.36 | 3.53 | 6.95 | 20.98 | NA | NA | … | … | 1.26 | 3.53 | 0.71 | 1.56 | 6.95 | 1.48 | 20.98 | 1.09 | 3.89 | 1.09 | 2.63 | 5.82 | 3.07 | 1.52 | 1.75 | 6.53 |
| Yield(%) | 0.00 | 6.37 | 7.55 | 6.07 | 4.88 | 4.36 | 3.27 | … | … | 2.33 | 6.86 | 8.78 | 7.88 | 4.54 | 3.15 | 3.53 | 5.09 | 3.80 | 3.49 | 4.11 | 3.95 | 3.83 | 4.20 | 4.92 | 1.57 |
Data as of 06/05/2026, Common starting date is 06/06/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPHAX (JPMORGAN FLOATING RATE INCOME FUND CLASS A) |
-2.45%
Mar 2017 – Mar 2020 |
-0.64%
Mar 2015 – Mar 2020 |
2.05%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPHAX (JPMORGAN FLOATING RATE INCOME FUND CLASS A) |
7.23%
Jun 2022 – Jun 2025 |
6.93%
Mar 2020 – Mar 2025 |
3.83%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart