Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTICX (JPMORGAN TAX AWARE HIGH INCOME FUND CLASS C) | NA | -2.88% | -1.40% | 0.87% | 1.80% | 2.84% | NA | … | … |
Data as of 07/31/2023, Common starting date is 09/20/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTICX (JPMORGAN TAX AWARE HIGH INCOME FUND CLASS C) | 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 | -2.88 | -1.40 | 0.87 | 1.80 | 2.84 | NA | … | … | 2.87 | -15.07 | 3.42 | 2.39 | 9.55 | 1.04 | 4.09 | 0.38 | 1.71 | 6.14 | -2.38 | 6.37 | 9.15 | 2.90 | 18.57 | -7.66 | 0.85 |
| Sharpe Ratio | NA | -1.32 | -0.69 | -0.06 | 0.24 | NA | NA | … | … | 0.15 | -2.85 | 1.87 | 0.20 | 3.78 | -0.13 | 1.93 | 0.08 | 1.09 | 4.01 | -0.89 | 3.17 | 4.24 | 1.19 | 5.89 | -1.76 | 0.37 |
| Standard Deviation(%) | NA | 4.76 | 3.97 | 5.87 | 4.34 | NA | NA | … | … | 3.97 | 5.78 | 1.82 | 10.88 | 2.15 | 2.26 | 1.80 | 2.04 | 1.55 | 1.53 | 2.71 | 2.01 | 2.15 | 2.38 | 3.14 | 4.87 | 1.97 |
| Draw Down(%) | NA | 11.10 | 19.78 | 19.78 | 19.78 | NA | NA | … | … | 3.86 | 19.23 | 2.83 | 17.14 | 1.72 | 2.92 | 1.37 | 4.25 | 1.86 | 1.10 | 5.97 | 1.72 | 1.82 | 4.24 | 3.06 | 12.82 | 1.29 |
| Yield(%) | 0.00 | 3.15 | 2.67 | 2.70 | 2.53 | 2.95 | 2.27 | … | … | 1.97 | 2.62 | 2.39 | 2.44 | 2.58 | 2.65 | 2.10 | 2.15 | 2.15 | 2.02 | 2.17 | 2.57 | 3.33 | 3.51 | 3.98 | 3.82 | 0.65 |
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 |
|---|---|---|---|---|
| JTICX (JPMORGAN TAX AWARE HIGH INCOME FUND CLASS C) |
-4.25%
Oct 2019 – Oct 2022 |
-0.59%
Oct 2017 – Oct 2022 |
0.66%
Oct 2012 – Oct 2022 |
2.27%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTICX (JPMORGAN TAX AWARE HIGH INCOME FUND CLASS C) |
10.02%
Dec 2008 – Dec 2011 |
7.02%
Nov 2008 – Nov 2013 |
4.66%
Dec 2008 – Dec 2018 |
2.85%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison Chart