Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRJKX (JPMORGAN HIGH YIELD FUND CLASS R4) | 1.21% | 6.64% | 8.66% | 4.00% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/21/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRJKX (JPMORGAN HIGH YIELD FUND CLASS R4) | 08/21/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 6.64 | 8.66 | 4.00 | NA | NA | NA | … | … | 1.21 | 8.26 | 8.47 | 11.71 | -10.50 | 6.81 | 2.75 | 13.54 | -3.09 | 1.88 |
| Sharpe Ratio | NA | 1.91 | 1.77 | 0.34 | NA | NA | NA | … | … | 0.33 | 1.81 | 1.70 | 1.58 | -1.55 | 2.78 | 0.20 | 3.78 | -1.30 | 2.04 |
| Standard Deviation(%) | NA | 2.26 | 3.31 | 4.72 | NA | NA | NA | … | … | 2.65 | 2.99 | 2.85 | 5.15 | 7.74 | 2.45 | 12.63 | 3.19 | 3.46 | 2.19 |
| Draw Down(%) | NA | 1.49 | 3.45 | 13.95 | NA | NA | NA | … | … | 1.49 | 3.45 | 1.71 | 4.21 | 13.79 | 1.67 | 23.27 | 1.60 | 6.19 | 1.94 |
| Yield(%) | 0.00 | 5.73 | 6.70 | 5.41 | 4.62 | 3.08 | 2.31 | … | … | 1.96 | 6.46 | 7.12 | 6.66 | 5.02 | 4.72 | 4.45 | 6.07 | 5.57 | 2.40 |
Data as of 06/04/2026, Common starting date is 08/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRJKX (JPMORGAN HIGH YIELD FUND CLASS R4) |
-0.94%
Sep 2019 – Sep 2022 |
0.94%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRJKX (JPMORGAN HIGH YIELD FUND CLASS R4) |
10.14%
Sep 2022 – Sep 2025 |
6.82%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart