Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) | 0.37% | 3.49% | 4.92% | 2.42% | 2.38% | 1.97% | 2.63% | … | … |
Data as of 06/04/2026, Common starting date is 02/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) | 02/28/2005 | 06/04/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.49 | 4.92 | 2.42 | 2.38 | 1.97 | 2.63 | … | … | 0.37 | 5.64 | 5.22 | 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 | 0.76 | 0.98 | -0.05 | 0.45 | NA | NA | … | … | -1.00 | 1.79 | 0.90 | 0.64 | -2.27 | -0.30 | 2.13 | 2.28 | -0.07 | 0.48 | 1.07 | 0.61 | 0.88 | 0.39 | 2.43 | 1.86 | 2.35 | 3.07 | 1.08 | 2.05 | 1.02 | -0.20 |
| Standard Deviation(%) | NA | 1.47 | 1.82 | 2.00 | 1.68 | NA | NA | … | … | 1.60 | 1.55 | 1.77 | 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 | 0.91 | 0.91 | 5.86 | 5.86 | NA | NA | … | … | 0.91 | 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 | 3.91 | 3.99 | 2.87 | 2.39 | 2.03 | 2.48 | … | … | 1.38 | 4.33 | 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 06/04/2026, Common starting date 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) |
5.58%
Oct 2022 – Oct 2025 |
4.86%
Oct 2005 – Oct 2010 |
3.09%
Mar 2005 – Mar 2015 |
2.79%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart