Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSDCX (JPMORGAN SHORT DURATION CORE PLUS FUND CLASS C) | 0.09% | 3.28% | 4.71% | 1.60% | 2.54% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSDCX (JPMORGAN SHORT DURATION CORE PLUS FUND CLASS C) | 04/01/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.28 | 4.71 | 1.60 | 2.54 | NA | NA | … | … | 0.09 | 6.05 | 4.47 | 5.35 | -6.68 | -0.43 | 4.30 | 5.27 | 0.03 | 3.31 | 9.43 | -3.26 | 0.09 | 2.42 |
| Sharpe Ratio | NA | 0.56 | 0.67 | -0.35 | 0.39 | NA | NA | … | … | -1.00 | 1.60 | 0.34 | 0.48 | -2.52 | -0.47 | 1.20 | 2.42 | -1.11 | 1.96 | 2.92 | -1.23 | 0.04 | 1.68 |
| Standard Deviation(%) | NA | 1.89 | 2.44 | 2.67 | 2.38 | NA | NA | … | … | 2.02 | 1.98 | 2.46 | 3.57 | 3.23 | 0.97 | 3.37 | 1.57 | 1.21 | 1.36 | 3.15 | 2.68 | 2.00 | 1.89 |
| Draw Down(%) | NA | 1.37 | 1.57 | 9.70 | 9.70 | NA | NA | … | … | 1.37 | 0.96 | 1.22 | 2.14 | 8.88 | 1.13 | 7.67 | 0.83 | 1.08 | 1.04 | 3.23 | 6.93 | 3.55 | 2.91 |
| Yield(%) | 0.00 | 3.25 | 3.25 | 2.43 | 2.44 | 2.26 | 1.69 | … | … | 1.15 | 3.58 | 3.20 | 2.67 | 1.59 | 1.10 | 1.75 | 2.00 | 1.92 | 3.18 | 3.91 | 3.71 | 3.73 | 2.39 |
Data as of 06/04/2026, Common starting date is 04/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSDCX (JPMORGAN SHORT DURATION CORE PLUS FUND CLASS C) |
-1.65%
Oct 2020 – Oct 2023 |
-0.01%
Oct 2017 – Oct 2022 |
1.31%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSDCX (JPMORGAN SHORT DURATION CORE PLUS FUND CLASS C) |
5.62%
Oct 2022 – Oct 2025 |
4.71%
Jan 2016 – Jan 2021 |
3.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart