Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPHSX (JPMORGAN FLOATING RATE INCOME FUND SELECT CLASS) | 1.05% | 3.11% | 5.55% | 3.98% | 3.71% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/06/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPHSX (JPMORGAN FLOATING RATE INCOME FUND SELECT CLASS) | 06/06/2011 | 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 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.11 | 5.55 | 3.98 | 3.71 | NA | NA | … | … | 1.05 | 1.54 | 7.14 | 11.06 | -2.12 | 4.57 | 1.27 | 7.15 | -0.30 | 2.03 | 8.37 | -2.28 | 0.31 | 5.65 | 9.09 | -1.63 |
| Sharpe Ratio | NA | 0.03 | 1.19 | 0.65 | 0.56 | NA | NA | … | … | 0.04 | -0.50 | 2.74 | 3.79 | -1.11 | 4.45 | 0.10 | 2.85 | -1.11 | 1.09 | 4.22 | -1.34 | 0.17 | 4.70 | 7.02 | -0.68 |
| Standard Deviation(%) | NA | 2.07 | 2.05 | 2.27 | 3.70 | NA | NA | … | … | 2.07 | 2.71 | 1.28 | 1.97 | 3.21 | 1.02 | 10.03 | 1.99 | 1.52 | 1.26 | 1.93 | 1.73 | 1.74 | 1.19 | 1.30 | 4.15 |
| Draw Down(%) | NA | 1.28 | 3.47 | 6.83 | 20.94 | NA | NA | … | … | 1.22 | 3.47 | 0.71 | 1.53 | 6.83 | 0.52 | 20.94 | 1.09 | 3.93 | 0.97 | 2.61 | 5.66 | 3.06 | 1.50 | 1.72 | 6.53 |
| Yield(%) | 0.00 | 6.60 | 7.79 | 6.30 | 5.14 | 4.60 | 3.45 | … | … | 2.42 | 7.10 | 9.02 | 8.13 | 4.77 | 3.37 | 3.77 | 5.37 | 4.37 | 3.75 | 4.33 | 4.22 | 4.10 | 4.44 | 5.17 | 1.66 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JPHSX (JPMORGAN FLOATING RATE INCOME FUND SELECT CLASS) |
-2.09%
Mar 2017 – Mar 2020 |
-0.32%
Mar 2015 – Mar 2020 |
2.33%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPHSX (JPMORGAN FLOATING RATE INCOME FUND SELECT CLASS) |
7.49%
Jun 2022 – Jun 2025 |
7.18%
Mar 2020 – Mar 2025 |
4.12%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart