Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGUCX (JPMORGAN LIMITED DURATION BOND FUND CLASS C) | NA | 4.58% | 0.49% | 1.30% | 1.01% | 2.03% | 1.75% | … | … |
Data as of 08/04/2023, Common starting date is 11/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGUCX (JPMORGAN LIMITED DURATION BOND FUND CLASS C) | 11/29/2001 | 08/04/2023 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.58 | 0.49 | 1.30 | 1.01 | 2.03 | 1.75 | … | … | 4.44 | -2.57 | -0.86 | 1.85 | 2.85 | 1.13 | 1.18 | 0.56 | -0.22 | 1.45 | 1.15 | 5.73 | 0.94 | 9.25 | 14.75 | -13.19 | 0.41 | 4.08 | 1.92 | 1.45 | 1.41 | 2.16 | 0.02 |
| Sharpe Ratio | NA | 0.41 | -0.52 | 0.04 | 0.17 | NA | NA | … | … | 1.28 | -2.16 | -1.11 | 0.68 | 1.33 | -0.23 | 0.70 | 0.49 | -0.32 | 1.26 | 1.23 | 5.63 | 0.92 | 5.19 | 5.55 | -3.99 | -1.19 | 0.85 | -0.27 | 0.49 | 0.58 | 0.75 | -0.44 |
| Standard Deviation(%) | NA | 2.32 | 1.63 | 1.73 | 1.37 | NA | NA | … | … | 2.52 | 1.84 | 0.79 | 2.36 | 1.09 | 0.85 | 0.79 | 0.72 | 0.77 | 1.14 | 0.90 | 1.02 | 0.99 | 1.76 | 2.64 | 3.53 | 2.21 | 0.92 | 0.94 | 1.04 | 1.23 | 1.42 | 2.12 |
| Draw Down(%) | NA | 1.68 | 5.17 | 5.65 | 5.65 | NA | NA | … | … | 0.62 | 4.16 | 1.16 | 5.65 | 0.50 | 0.32 | 0.20 | 0.56 | 0.59 | 0.51 | 1.07 | 0.11 | 0.91 | 0.77 | 2.80 | 13.75 | 2.28 | 0.21 | 0.37 | 0.63 | 0.82 | 0.81 | 0.51 |
| Yield(%) | 0.00 | 2.52 | 1.02 | 1.26 | 0.88 | 1.24 | 1.64 | … | … | 1.77 | 1.01 | 0.19 | 0.83 | 1.81 | 1.53 | 0.77 | 0.36 | 0.18 | 0.23 | 0.32 | 0.95 | 1.38 | 1.79 | 2.89 | 3.71 | 4.27 | 4.09 | 3.12 | 2.05 | 1.90 | 1.23 | 0.33 |
Data as of 08/04/2023, Common starting date is 11/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGUCX (JPMORGAN LIMITED DURATION BOND FUND CLASS C) |
-3.40%
Mar 2006 – Mar 2009 |
-1.44%
Mar 2004 – Mar 2009 |
0.55%
Oct 2012 – Oct 2022 |
1.29%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGUCX (JPMORGAN LIMITED DURATION BOND FUND CLASS C) |
8.89%
Mar 2009 – Mar 2012 |
6.44%
Mar 2009 – Mar 2014 |
3.60%
Mar 2009 – Mar 2019 |
2.04%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison Chart