Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPHCX (JPMORGAN FLOATING RATE INCOME FUND CLASS C) | 0.66% | 2.28% | 4.80% | 3.21% | 2.95% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPHCX (JPMORGAN FLOATING RATE INCOME FUND CLASS C) | 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 (%) | -0.13 | 2.28 | 4.80 | 3.21 | 2.95 | NA | NA | … | … | 0.66 | 0.80 | 6.36 | 10.42 | -2.99 | 3.80 | 0.52 | 6.50 | -1.14 | 1.27 | 7.64 | -3.03 | -0.52 | 5.00 | 8.30 | -2.03 |
| Sharpe Ratio | NA | -0.18 | 0.76 | 0.30 | 0.35 | NA | NA | … | … | -0.45 | -0.79 | 2.07 | 3.41 | -1.37 | 3.73 | 0.03 | 2.55 | -1.74 | 0.47 | 3.89 | -1.84 | -0.32 | 4.27 | 6.27 | -0.86 |
| Standard Deviation(%) | NA | 2.08 | 2.03 | 2.28 | 3.69 | NA | NA | … | … | 2.12 | 2.66 | 1.32 | 2.00 | 3.24 | 1.01 | 10.02 | 1.97 | 1.45 | 1.31 | 1.91 | 1.66 | 1.67 | 1.16 | 1.33 | 4.07 |
| Draw Down(%) | NA | 1.41 | 3.53 | 7.11 | 20.92 | NA | NA | … | … | 1.35 | 3.53 | 0.83 | 1.60 | 7.11 | 0.58 | 20.92 | 0.99 | 4.02 | 1.14 | 2.68 | 6.10 | 3.36 | 1.55 | 1.78 | 6.53 |
| Yield(%) | 0.00 | 5.95 | 7.09 | 5.62 | 4.46 | 3.95 | 2.96 | … | … | 2.18 | 6.39 | 8.28 | 7.41 | 4.06 | 2.63 | 3.07 | 4.62 | 3.65 | 3.01 | 3.64 | 3.48 | 3.39 | 3.81 | 4.51 | 1.37 |
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 |
|---|---|---|---|---|
| JPHCX (JPMORGAN FLOATING RATE INCOME FUND CLASS C) |
-2.78%
Mar 2017 – Mar 2020 |
-1.03%
Mar 2015 – Mar 2020 |
1.57%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPHCX (JPMORGAN FLOATING RATE INCOME FUND CLASS C) |
6.67%
Jun 2022 – Jun 2025 |
6.36%
Mar 2020 – Mar 2025 |
3.36%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart