Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSDSX (JPMORGAN SHORT DURATION CORE PLUS FUND CLASS I) | 0.05% | 3.90% | 5.41% | 2.29% | 3.28% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/08/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSDSX (JPMORGAN SHORT DURATION CORE PLUS FUND CLASS I) | 04/08/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 3.90 | 5.41 | 2.29 | 3.28 | NA | NA | … | … | 0.05 | 6.96 | 5.25 | 6.12 | -5.95 | 0.21 | 5.13 | 6.02 | 0.89 | 4.11 | 10.14 | -2.49 | 0.85 | 2.91 |
| Sharpe Ratio | NA | 0.94 | 0.99 | -0.06 | 0.72 | NA | NA | … | … | -0.85 | 2.01 | 0.67 | 0.70 | -2.43 | 0.18 | 1.43 | 2.91 | -0.39 | 2.36 | 3.11 | -0.93 | 0.42 | 2.08 |
| Standard Deviation(%) | NA | 1.79 | 2.43 | 2.62 | 2.37 | NA | NA | … | … | 1.89 | 2.03 | 2.42 | 3.57 | 3.05 | 1.03 | 3.40 | 1.56 | 1.27 | 1.47 | 3.19 | 2.72 | 1.98 | 1.89 |
| Draw Down(%) | NA | 1.37 | 1.37 | 8.93 | 8.93 | NA | NA | … | … | 1.37 | 1.07 | 1.15 | 1.96 | 8.24 | 1.04 | 7.65 | 0.83 | 0.83 | 1.04 | 3.16 | 6.55 | 3.25 | 2.76 |
| Yield(%) | 0.00 | 3.97 | 4.01 | 3.12 | 3.18 | 2.86 | 2.15 | … | … | 1.42 | 4.34 | 3.96 | 3.41 | 2.30 | 1.83 | 2.45 | 2.74 | 2.65 | 3.96 | 4.59 | 4.48 | 4.38 | 2.95 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JSDSX (JPMORGAN SHORT DURATION CORE PLUS FUND CLASS I) |
-0.87%
Oct 2020 – Oct 2023 |
0.75%
Oct 2017 – Oct 2022 |
2.08%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSDSX (JPMORGAN SHORT DURATION CORE PLUS FUND CLASS I) |
6.44%
Oct 2022 – Oct 2025 |
5.49%
Jan 2016 – Jan 2021 |
3.99%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart