Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
Name Inception YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR
OGLVX (JPMORGAN SHORT DURATION BOND FUND CLASS A) 3.21% 0.56% 3.90% 3.06% 1.52% 1.55% 1.36% 2.04%
More Performance Analytics Comparison
Name Start Date End Date
OGLVX (JPMORGAN SHORT DURATION BOND FUND CLASS A) 02/27/1992 05/19/2025
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 02/27/1992.
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 1998 1997 1996 1995 1994 1993 1992
Annualized Return (%) 0.18 3.90 3.06 1.52 1.55 1.36 2.04 3.21 0.56 4.54 5.15 -3.95 -0.48 4.09 4.00 0.91 0.52 0.80 0.17 0.48 -0.22 1.41 1.43 2.66 4.71 3.39 5.80 4.06 1.62 0.95 2.12 5.19 7.80 7.40 2.81 6.54 5.93 4.14 11.57 -0.67 5.92 5.97
Sharpe Ratio NA -1.30 -0.59 -0.53 -0.10 NA NA 0.68 -0.69 -1.14 0.32 -2.43 -0.28 1.98 2.03 -0.45 -0.11 0.55 0.13 0.53 -0.31 1.90 1.33 2.04 2.70 0.92 1.80 0.75 -0.60 0.00 0.83 1.97 2.50 1.67 -0.19 1.16 0.92 0.21 1.93 -1.28 1.60 1.31
Standard Deviation(%) NA 1.87 2.33 2.05 1.73 NA NA 2.04 2.09 1.80 2.79 2.21 1.78 1.95 1.28 0.90 0.98 1.07 1.13 0.88 0.80 0.72 1.05 1.26 1.71 2.66 1.56 1.06 0.93 1.52 1.71 2.07 2.22 1.98 2.21 2.77 2.61 3.06 4.01 2.83 2.39 3.61
Draw Down(%) NA 0.77 2.84 7.11 7.11 NA NA 7.11 0.55 0.77 1.49 5.41 1.87 3.89 0.64 0.61 0.66 1.03 0.79 0.66 0.91 0.27 0.55 0.94 0.75 1.86 0.47 0.29 0.48 1.52 1.18 0.84 1.29 0.51 0.95 1.41 1.16 2.14 2.68 3.22 0.92 1.48
Yield(%) 0.00 2.27 2.36 1.78 1.55 1.39 1.90 3.09 0.00 3.44 2.77 1.15 0.78 1.68 2.19 1.45 0.98 0.70 0.73 0.66 0.78 1.04 1.61 1.54 2.59 3.70 4.05 3.60 2.91 2.52 3.02 3.51 5.23 5.63 5.30 5.61 5.89 5.68 5.97 5.02 5.19 5.39
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OGLVX (JPMORGAN SHORT DURATION BOND FUND CLASS A) -0.69%
Jun 2020 - Jun 2023 		0.21%
Apr 2013 - Apr 2018 		0.49%
Oct 2012 - Oct 2022 		1.22%
Feb 2008 - Feb 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OGLVX (JPMORGAN SHORT DURATION BOND FUND CLASS A) 7.26%
Nov 1994 - Nov 1997 		6.39%
Sep 1996 - Sep 2001 		5.71%
Mar 1992 - Mar 2002 		4.96%
Nov 1994 - Nov 2009
Annualized Rolling Returns Comparison Chart