Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| OHYAX (JPMORGAN HIGH YIELD FUND CLASS A) | -0.78% | 5.91% | 5.03% | 5.64% | 3.55% | 4.81% | 5.54% | 5.57% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OHYAX (JPMORGAN HIGH YIELD FUND CLASS A) | 11/27/1998 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 11/27/1998.
AR inception is since 11/27/1998.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | 5.91 | 5.03 | 5.64 | 3.55 | 4.81 | 5.54 | 5.57 | -0.78 | 8.46 | 11.59 | -10.61 | 6.57 | 2.58 | 13.11 | -3.12 | 5.37 | 13.56 | -4.75 | 2.37 | 6.86 | 14.48 | 2.26 | 13.73 | 48.04 | -22.67 | 1.92 | 12.58 | 2.69 | 11.05 | 25.62 | -2.49 | 5.08 | -3.89 | 3.11 | 0.42 |
| Sharpe Ratio | NA | 0.07 | 0.13 | 0.60 | 0.31 | NA | NA | 0.83 | -1.08 | 0.65 | 1.39 | -1.57 | 1.79 | 0.18 | 3.77 | -1.28 | 1.79 | 2.55 | -1.16 | 0.74 | 2.28 | 5.00 | 0.42 | 3.34 | 8.81 | -2.90 | -0.33 | 5.34 | 0.19 | 4.15 | 8.51 | -0.86 | 0.70 | -2.34 | -0.04 | 0.69 |
| Standard Deviation(%) | NA | 3.57 | 5.60 | 5.19 | 5.92 | NA | NA | 4.85 | 4.86 | 2.87 | 5.34 | 7.67 | 3.66 | 12.70 | 3.11 | 3.47 | 2.66 | 5.24 | 4.12 | 3.18 | 3.00 | 2.91 | 5.31 | 4.08 | 5.44 | 8.12 | 3.25 | 1.75 | 2.78 | 2.44 | 2.93 | 4.17 | 4.00 | 3.41 | 3.02 | 2.33 |
| Draw Down(%) | NA | 4.29 | 7.40 | 13.91 | 23.31 | NA | NA | 29.69 | 4.29 | 1.73 | 4.26 | 13.86 | 2.02 | 23.31 | 1.62 | 6.11 | 2.28 | 4.84 | 9.50 | 5.29 | 5.02 | 3.15 | 10.51 | 5.56 | 5.96 | 27.90 | 5.20 | 1.17 | 5.47 | 3.52 | 3.59 | 11.62 | 6.23 | 5.56 | 4.76 | 0.50 |
| Yield(%) | 0.00 | 4.90 | 5.57 | 5.43 | 4.84 | 5.73 | 6.07 | 5.54 | 0.00 | 7.10 | 6.51 | 4.91 | 4.63 | 4.32 | 5.93 | 5.43 | 5.48 | 5.72 | 5.45 | 7.42 | 8.50 | 7.35 | 8.87 | 7.87 | 9.88 | 7.04 | 8.35 | 7.91 | 7.35 | 7.33 | 8.68 | 7.02 | 9.47 | 9.18 | 8.44 | 0.82 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OHYAX (JPMORGAN HIGH YIELD FUND CLASS A) |
-4.77%
Nov 2005 - Nov 2008 |
0.00%
Nov 2003 - Nov 2008 |
2.59%
Dec 1998 - Dec 2008 |
4.51%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OHYAX (JPMORGAN HIGH YIELD FUND CLASS A) |
20.34%
Nov 2008 - Nov 2011 |
16.76%
Nov 2008 - Nov 2013 |
9.99%
Oct 2002 - Oct 2012 |
8.29%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart