Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSIRX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS R5) | NA | 6.15% | 6.97% | 3.84% | 3.73% | NA | NA | … | … |
Data as of 10/17/2025, Common starting date is 12/30/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSIRX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS R5) | 12/30/2010 | 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 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.15 | 6.97 | 3.84 | 3.73 | NA | NA | … | … | 4.47 | 5.04 | 7.36 | -2.60 | 0.71 | 6.65 | 7.37 | -2.17 | 4.60 | 5.16 | 0.01 | 1.71 | 3.60 | 6.91 | 2.35 | 0.08 |
| Sharpe Ratio | NA | 0.60 | 1.10 | 0.49 | 0.84 | NA | NA | … | … | 1.14 | 0.56 | 1.16 | -1.44 | 0.37 | 1.84 | 3.83 | -1.82 | 2.40 | 2.32 | -0.01 | 0.86 | 1.54 | 3.14 | 0.87 | NA |
| Standard Deviation(%) | NA | 2.37 | 2.69 | 2.59 | 2.44 | NA | NA | … | … | 2.35 | 2.55 | 3.23 | 2.80 | 1.86 | 3.47 | 1.54 | 1.96 | 1.65 | 2.13 | 1.96 | 1.98 | 2.31 | 2.20 | 2.65 | 0.00 |
| Draw Down(%) | NA | 1.84 | 2.39 | 6.31 | 7.02 | NA | NA | … | … | 1.84 | 1.44 | 2.39 | 5.97 | 1.60 | 7.02 | 0.50 | 3.12 | 0.91 | 1.83 | 2.22 | 1.98 | 4.23 | 1.74 | 3.12 | 0.00 |
| Yield(%) | 0.00 | 4.76 | 4.53 | 3.78 | 3.49 | 3.42 | 2.57 | … | … | 3.61 | 4.74 | 3.89 | 3.00 | 2.68 | 3.54 | 3.19 | 3.18 | 2.84 | 3.26 | 3.92 | 4.42 | 2.56 | 4.19 | 2.91 | 0.18 |
Data as of 10/17/2025, Common starting date is 12/30/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIRX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS R5) |
0.85%
Oct 2020 – Oct 2023 |
1.56%
Oct 2017 – Oct 2022 |
2.33%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSIRX (JPMORGAN UNCONSTRAINED DEBT FUND CLASS R5) |
6.93%
Sep 2022 – Sep 2025 |
4.37%
Mar 2020 – Mar 2025 |
3.81%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart