Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBBCX (JPMORGAN MORTGAGE-BACKED SECURITIES FUND CLASS C) | NA | 2.29% | 1.78% | -0.28% | 1.26% | NA | NA | … | … |
Data as of 08/07/2025, Common starting date is 07/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBBCX (JPMORGAN MORTGAGE-BACKED SECURITIES FUND CLASS C) | 07/03/2012 | 08/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.29 | 1.78 | -0.28 | 1.26 | NA | NA | … | … | 3.26 | 1.73 | 5.26 | -10.91 | -1.13 | 4.84 | 5.86 | 1.05 | 2.36 | 1.00 | 1.25 | 3.88 | -1.36 | 1.48 |
| Sharpe Ratio | NA | -0.26 | -0.26 | -0.47 | -0.06 | NA | NA | … | … | 0.51 | -0.35 | 0.23 | -2.02 | -0.81 | 2.00 | 1.99 | -0.15 | 0.89 | 0.38 | 0.51 | 2.09 | -0.64 | 2.17 |
| Standard Deviation(%) | NA | 4.79 | 6.22 | 5.20 | 4.00 | NA | NA | … | … | 4.90 | 5.43 | 7.15 | 6.13 | 1.42 | 2.28 | 2.21 | 2.26 | 1.92 | 2.06 | 2.38 | 1.85 | 2.18 | 1.38 |
| Draw Down(%) | NA | 4.94 | 8.33 | 15.28 | 15.28 | NA | NA | … | … | 2.53 | 4.08 | 7.53 | 14.00 | 1.51 | 4.22 | 1.22 | 1.79 | 1.29 | 2.76 | 1.24 | 0.75 | 3.34 | 0.60 |
| Yield(%) | 0.00 | 2.92 | 2.63 | 2.00 | 2.16 | 1.89 | 1.41 | … | … | 1.61 | 3.10 | 2.73 | 1.34 | 0.78 | 2.75 | 2.80 | 2.45 | 2.43 | 1.64 | 2.30 | 2.68 | 2.19 | 1.05 |
Data as of 08/07/2025, Common starting date is 07/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBBCX (JPMORGAN MORTGAGE-BACKED SECURITIES FUND CLASS C) |
-4.88%
Oct 2020 – Oct 2023 |
-0.76%
Oct 2017 – Oct 2022 |
0.34%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBBCX (JPMORGAN MORTGAGE-BACKED SECURITIES FUND CLASS C) |
4.27%
Apr 2018 – Apr 2021 |
3.00%
Dec 2015 – Dec 2020 |
1.44%
Sep 2014 – Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart