Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSIMX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS R6) | NA | 5.96% | 6.99% | 3.87% | 3.82% | NA | NA | … | … |
Data as of 10/17/2025, Common starting date is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSIMX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS R6) | 11/03/2011 | 10/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.96 | 6.99 | 3.87 | 3.82 | NA | NA | … | … | 5.96 | 5.17 | 7.50 | -2.53 | 0.81 | 6.77 | 7.44 | -1.72 | 4.67 | 5.21 | 0.06 | 1.75 | 3.53 | 6.97 | -0.40 |
| Sharpe Ratio | NA | 1.26 | 1.33 | 0.64 | 0.96 | NA | NA | … | … | 1.96 | 0.62 | 1.20 | -1.42 | 0.44 | 1.88 | 3.94 | -1.63 | 2.32 | 2.33 | 0.01 | 0.88 | 1.53 | 3.25 | -0.82 |
| Standard Deviation(%) | NA | 2.33 | 2.67 | 2.57 | 2.42 | NA | NA | … | … | 2.33 | 2.49 | 3.24 | 2.81 | 1.80 | 3.45 | 1.51 | 1.91 | 1.73 | 2.14 | 1.84 | 1.97 | 2.28 | 2.14 | 3.13 |
| Draw Down(%) | NA | 1.73 | 2.37 | 6.25 | 7.12 | NA | NA | … | … | 1.73 | 1.45 | 2.37 | 5.94 | 1.59 | 7.12 | 0.40 | 2.84 | 1.01 | 1.82 | 2.18 | 1.89 | 4.23 | 1.83 | 1.70 |
| Yield(%) | 0.00 | 4.86 | 4.63 | 3.87 | 3.60 | 3.31 | 2.48 | … | … | 3.69 | 4.84 | 3.99 | 3.08 | 2.78 | 3.66 | 3.25 | 3.64 | 2.90 | 3.30 | 3.97 | 4.46 | 2.59 | 4.24 | 0.00 |
Data as of 10/17/2025, Common starting date is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIMX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS R6) |
0.92%
Oct 2020 – Oct 2023 |
1.73%
Oct 2017 – Oct 2022 |
2.44%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIMX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS R6) |
6.95%
Sep 2022 – Sep 2025 |
4.49%
Jan 2016 – Jan 2021 |
3.91%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart