Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSDRX (JPMORGAN SHORT DURATION CORE PLUS FUND CLASS R6) | 0.27% | 4.05% | 5.53% | 2.40% | 3.37% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSDRX (JPMORGAN SHORT DURATION CORE PLUS FUND CLASS R6) | 04/08/2013 | 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 | 4.05 | 5.53 | 2.40 | 3.37 | NA | NA | … | … | 0.27 | 7.00 | 5.30 | 6.20 | -5.87 | 0.28 | 5.19 | 6.12 | 0.92 | 4.21 | 10.28 | -2.45 | 1.13 | 3.00 |
| Sharpe Ratio | NA | 0.91 | 1.01 | -0.04 | 0.74 | NA | NA | … | … | -0.77 | 2.03 | 0.70 | 0.71 | -2.40 | 0.25 | 1.46 | 3.05 | -0.38 | 2.43 | 3.26 | -0.91 | 0.57 | 2.12 |
| Standard Deviation(%) | NA | 1.90 | 2.47 | 2.65 | 2.37 | NA | NA | … | … | 2.05 | 2.04 | 2.40 | 3.63 | 3.06 | 1.02 | 3.37 | 1.52 | 1.21 | 1.47 | 3.09 | 2.74 | 1.93 | 1.91 |
| Draw Down(%) | NA | 1.37 | 1.38 | 8.85 | 8.85 | NA | NA | … | … | 1.37 | 1.07 | 1.14 | 2.07 | 8.19 | 1.03 | 7.56 | 0.83 | 0.82 | 1.15 | 3.15 | 6.57 | 3.07 | 2.75 |
| Yield(%) | 0.00 | 4.00 | 4.06 | 3.18 | 3.25 | 2.94 | 2.20 | … | … | 1.43 | 4.39 | 4.00 | 3.49 | 2.38 | 1.90 | 2.51 | 2.83 | 2.68 | 4.05 | 4.72 | 4.62 | 4.54 | 3.04 |
Data as of 06/04/2026, Common starting date is 04/08/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSDRX (JPMORGAN SHORT DURATION CORE PLUS FUND CLASS R6) |
-0.83%
Oct 2020 – Oct 2023 |
0.82%
Oct 2017 – Oct 2022 |
2.17%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSDRX (JPMORGAN SHORT DURATION CORE PLUS FUND CLASS R6) |
6.50%
Oct 2022 – Oct 2025 |
5.57%
Jan 2016 – Jan 2021 |
4.06%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart