Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OBOCX (JPMORGAN CORE BOND FUND CLASS C) | 3.25% | 5.57% | 1.61% | -1.51% | 0.90% | 1.47% | 2.37% | 3.18% |
Data as of 07/01/2025, AR inception is 03/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OBOCX (JPMORGAN CORE BOND FUND CLASS C) | 03/30/1999 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 5.57 | 1.61 | -1.51 | 0.90 | 1.47 | 2.37 | 3.18 | 3.25 | 0.94 | 4.74 | -12.98 | -2.66 | 5.52 | 7.44 | -0.66 | 2.88 | 1.41 | -0.07 | 4.30 | -2.58 | 4.23 | 6.44 | 6.09 | 8.83 | 3.12 | 6.10 | 3.27 | 1.33 | 3.52 | 3.08 | 9.16 | 8.05 | 11.06 | -0.51 |
| Sharpe Ratio | NA | 0.19 | -0.21 | -0.64 | -0.11 | NA | NA | 0.42 | 0.59 | -1.05 | 0.07 | -2.10 | -0.81 | 1.07 | 1.74 | -0.75 | 0.82 | 0.37 | -0.03 | 1.72 | -0.88 | 1.74 | 2.03 | 1.95 | 2.31 | 0.37 | 0.81 | 0.00 | -0.27 | 0.63 | 0.54 | 1.73 | 1.13 | 1.76 | -0.80 |
| Standard Deviation(%) | NA | 5.21 | 6.33 | 5.61 | 4.68 | NA | NA | 4.22 | 5.32 | 5.36 | 7.13 | 6.87 | 3.32 | 4.94 | 3.46 | 2.64 | 2.76 | 3.20 | 3.48 | 2.50 | 2.95 | 2.42 | 3.16 | 3.09 | 3.78 | 5.92 | 3.85 | 2.98 | 3.15 | 4.09 | 4.40 | 4.66 | 5.14 | 3.95 | 4.92 |
| Draw Down(%) | NA | 4.99 | 9.03 | 19.60 | 19.60 | NA | NA | 19.60 | 2.67 | 4.48 | 7.53 | 16.00 | 3.22 | 6.53 | 2.21 | 3.02 | 1.46 | 4.68 | 2.58 | 1.21 | 4.64 | 1.25 | 1.43 | 2.72 | 1.39 | 4.73 | 2.36 | 2.20 | 2.59 | 4.57 | 4.46 | 2.28 | 4.03 | 3.46 | 3.02 |
| Yield(%) | 0.00 | 2.67 | 2.49 | 1.77 | 1.95 | 2.11 | 2.64 | 3.32 | 1.08 | 3.01 | 2.68 | 1.51 | 1.15 | 1.55 | 2.46 | 1.98 | 2.00 | 1.94 | 1.63 | 1.85 | 2.31 | 2.27 | 3.06 | 2.83 | 4.75 | 4.11 | 3.80 | 3.64 | 4.04 | 4.01 | 4.21 | 5.42 | 6.05 | 5.57 | 4.22 |
Data as of 07/01/2025, AR inception is 03/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBOCX (JPMORGAN CORE BOND FUND CLASS C) |
-6.39%
Oct 2020 - Oct 2023 |
-1.53%
May 2020 - May 2025 |
-0.15%
Oct 2012 - Oct 2022 |
1.48%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OBOCX (JPMORGAN CORE BOND FUND CLASS C) |
10.22%
May 2000 - May 2003 |
7.05%
Jan 2000 - Jan 2005 |
5.92%
May 2000 - May 2010 |
5.16%
Jan 2000 - Jan 2015 |
Annualized Rolling Returns Comparison Chart