Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTIAX (JPMORGAN TAX AWARE HIGH INCOME FUND CLASS A) | NA | -1.81% | -0.46% | 1.64% | 2.44% | 3.44% | NA | … | … |
Data as of 07/31/2023, Common starting date is 09/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTIAX (JPMORGAN TAX AWARE HIGH INCOME FUND CLASS A) | 09/20/2007 | 07/31/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.81 | -0.46 | 1.64 | 2.44 | 3.44 | NA | … | … | 2.95 | -13.73 | 3.68 | 2.91 | 10.04 | 1.53 | 4.49 | 0.95 | 2.25 | 6.67 | -1.88 | 6.85 | 9.74 | 3.37 | 19.23 | -7.20 | 0.93 |
| Sharpe Ratio | NA | -1.11 | -0.44 | 0.07 | 0.38 | NA | NA | … | … | 0.19 | -2.56 | 1.93 | 0.25 | 4.05 | 0.09 | 2.12 | 0.36 | 1.40 | 4.32 | -0.69 | 3.33 | 4.44 | 1.36 | 6.11 | -1.65 | 0.45 |
| Standard Deviation(%) | NA | 4.79 | 4.05 | 5.89 | 4.35 | NA | NA | … | … | 3.95 | 5.93 | 1.89 | 10.85 | 2.13 | 2.24 | 1.83 | 2.06 | 1.59 | 1.54 | 2.75 | 2.06 | 2.19 | 2.41 | 3.13 | 4.92 | 2.25 |
| Draw Down(%) | NA | 10.62 | 18.28 | 18.28 | 18.28 | NA | NA | … | … | 3.78 | 17.92 | 2.83 | 17.18 | 1.63 | 2.70 | 1.32 | 4.16 | 1.69 | 1.06 | 5.78 | 1.67 | 1.78 | 4.06 | 2.91 | 12.40 | 1.29 |
| Yield(%) | 0.00 | 3.42 | 3.10 | 3.16 | 3.02 | 3.48 | 2.68 | … | … | 2.04 | 3.07 | 2.90 | 2.93 | 3.06 | 3.12 | 2.59 | 2.63 | 2.67 | 2.54 | 2.66 | 3.04 | 3.80 | 3.98 | 4.48 | 4.29 | 0.73 |
Data as of 07/31/2023, Common starting date is 09/20/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTIAX (JPMORGAN TAX AWARE HIGH INCOME FUND CLASS A) |
-3.39%
Oct 2019 – Oct 2022 |
0.11%
Oct 2017 – Oct 2022 |
1.28%
Oct 2012 – Oct 2022 |
2.86%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTIAX (JPMORGAN TAX AWARE HIGH INCOME FUND CLASS A) |
10.59%
Dec 2008 – Dec 2011 |
7.58%
Nov 2008 – Nov 2013 |
5.18%
Dec 2008 – Dec 2018 |
3.47%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison Chart