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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) 2.75% 6.06% 4.39% 2.11% 2.18% 1.93% 2.59% 2.62%
Data as of 06/23/2025, AR inception is 02/28/2005
More Performance Analytics Comparison
Name Start Date End Date
JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) 02/28/2005 06/23/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception YTD 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
Annualized Return (%) 0.28 6.06 4.39 2.11 2.18 1.93 2.59 2.62 2.75 4.86 5.46 -3.65 -0.17 4.38 4.51 1.32 1.10 1.30 0.71 0.87 0.38 1.92 1.96 3.10 5.20 3.88 6.33 4.57 1.81
Sharpe Ratio NA 1.66 0.50 0.03 0.46 NA NA 0.92 1.57 -0.97 0.43 -2.25 -0.29 2.14 2.33 0.00 0.51 1.08 0.61 0.88 0.39 2.44 1.86 2.36 3.07 1.10 2.15 1.15 -0.11
Standard Deviation(%) NA 1.70 2.27 1.92 1.65 NA NA 1.53 1.74 1.79 2.83 2.25 0.67 1.93 1.34 0.95 0.93 1.01 1.12 0.98 0.88 0.77 1.03 1.28 1.66 2.69 1.56 1.14 1.06
Draw Down(%) NA 0.74 2.54 5.86 5.86 NA NA 5.86 0.64 0.74 1.47 5.22 0.76 3.79 0.64 0.53 0.53 0.81 0.64 0.58 0.82 0.36 0.55 0.80 0.68 1.83 0.47 0.29 0.38
Yield(%) 0.00 4.26 3.33 2.41 2.12 1.92 2.43 2.46 1.80 4.09 3.07 1.44 1.08 1.95 2.60 1.95 1.47 1.20 1.26 1.15 1.28 1.54 2.12 1.98 3.06 4.17 4.56 4.09 2.36
Data as of 06/23/2025, AR inception is 02/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) -0.40%
Jun 2020 - Jun 2023 		0.72%
Apr 2013 - Apr 2018 		0.93%
Oct 2012 - Oct 2022 		1.67%
Feb 2008 - Feb 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) 5.39%
May 2006 - May 2009 		4.86%
Oct 2005 - Oct 2010 		3.09%
Mar 2005 - Mar 2015 		2.79%
Jul 2005 - Jul 2020
Annualized Rolling Returns Comparison Chart