Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OBDCX (JPMORGAN CORE PLUS BOND FUND CLASS C) | -0.02% | 4.43% | 3.90% | -0.25% | 1.16% | 1.85% | 2.95% | … | … |
Data as of 06/04/2026, Common starting date is 06/29/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBDCX (JPMORGAN CORE PLUS BOND FUND CLASS C) | 06/29/2000 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.14 | 4.43 | 3.90 | -0.25 | 1.16 | 1.85 | 2.95 | … | … | -0.02 | 7.06 | 1.67 | 5.48 | -13.52 | -1.89 | 5.28 | 7.66 | -1.06 | 3.37 | 3.22 | -0.69 | 5.31 | -0.50 | 6.31 | 5.91 | 8.76 | 15.20 | -4.48 | 5.25 | 3.42 | 1.57 | 3.98 | 4.84 | 7.33 | 6.56 | 6.42 |
| Sharpe Ratio | NA | 0.63 | 0.17 | -0.47 | -0.09 | NA | NA | … | … | -0.52 | 0.95 | -0.37 | 0.25 | -2.17 | -0.62 | 1.01 | 1.99 | -0.95 | 1.11 | 1.03 | -0.21 | 2.50 | -0.21 | 3.20 | 1.98 | 2.84 | 3.76 | -1.03 | 0.60 | 0.00 | -0.24 | 0.84 | 1.03 | 1.40 | 0.92 | 2.13 |
| Standard Deviation(%) | NA | 3.96 | 5.31 | 5.68 | 4.66 | NA | NA | … | … | 4.28 | 4.41 | 5.30 | 7.24 | 6.91 | 3.08 | 4.97 | 3.11 | 2.59 | 2.45 | 2.92 | 3.35 | 2.11 | 2.54 | 1.97 | 2.97 | 3.05 | 4.02 | 5.27 | 3.52 | 2.78 | 2.87 | 3.58 | 4.01 | 4.43 | 4.52 | 4.12 |
| Draw Down(%) | NA | 2.92 | 6.41 | 18.38 | 19.26 | NA | NA | … | … | 2.92 | 2.59 | 4.03 | 7.58 | 16.52 | 2.94 | 7.65 | 2.08 | 3.07 | 1.33 | 3.52 | 2.98 | 1.07 | 4.23 | 0.83 | 1.73 | 2.46 | 2.24 | 9.75 | 2.09 | 2.03 | 2.24 | 4.06 | 4.36 | 2.37 | 3.83 | 0.92 |
| Yield(%) | 0.00 | 3.71 | 3.69 | 2.64 | 2.34 | 2.62 | 3.26 | … | … | 1.34 | 4.02 | 3.84 | 3.11 | 2.00 | 1.54 | 1.84 | 2.40 | 2.05 | 1.89 | 1.86 | 2.33 | 3.43 | 3.49 | 3.22 | 4.09 | 3.89 | 5.43 | 4.69 | 4.22 | 4.08 | 4.17 | 3.78 | 4.37 | 5.13 | 5.64 | 3.27 |
Data as of 06/04/2026, Common starting date is 06/29/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBDCX (JPMORGAN CORE PLUS BOND FUND CLASS C) |
-6.23%
Oct 2020 – Oct 2023 |
-1.43%
Oct 2017 – Oct 2022 |
0.25%
Oct 2013 – Oct 2023 |
1.86%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBDCX (JPMORGAN CORE PLUS BOND FUND CLASS C) |
11.02%
Oct 2008 – Oct 2011 |
7.92%
Oct 2008 – Oct 2013 |
5.53%
Oct 2000 – Oct 2010 |
4.92%
Jul 2000 – Jul 2015 |
Annualized Rolling Returns Comparison Chart