Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/20/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| OHYFX (JPMORGAN HIGH YIELD FUND CLASS I) | 5.89% | 0.31% | 5.85% | 6.30% | 5.48% | 3.81% | 5.30% | 5.84% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OHYFX (JPMORGAN HIGH YIELD FUND CLASS I) | 11/27/1998 | 05/20/2025 |
The return data shown below all have the same latest date: 05/20/2025.
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 (%) | 0.00 | 5.85 | 6.30 | 5.48 | 3.81 | 5.30 | 5.84 | 5.89 | 0.31 | 7.63 | 11.81 | -10.31 | 6.76 | 2.85 | 13.47 | -2.85 | 5.62 | 13.75 | -4.54 | 2.67 | 6.95 | 14.80 | 2.64 | 13.92 | 48.45 | -22.54 | 2.18 | 12.80 | 3.04 | 11.30 | 26.10 | -1.25 | 5.35 | -3.53 | 3.27 | 0.57 |
| Sharpe Ratio | NA | -0.08 | 0.31 | 0.64 | 0.36 | NA | NA | 0.89 | -0.46 | 0.33 | 1.46 | -1.52 | 2.87 | 0.21 | 3.89 | -1.20 | 1.84 | 2.55 | -1.11 | 0.80 | 2.26 | 5.19 | 0.49 | 3.42 | 9.10 | -2.90 | -0.24 | 5.57 | 0.31 | 4.24 | 8.56 | -0.58 | 0.76 | -2.15 | 0.01 | 1.40 |
| Standard Deviation(%) | NA | 3.75 | 5.57 | 5.04 | 5.86 | NA | NA | 4.82 | 4.61 | 3.17 | 5.24 | 7.72 | 2.34 | 12.65 | 3.10 | 3.48 | 2.72 | 5.30 | 4.11 | 3.33 | 3.06 | 2.87 | 5.35 | 4.04 | 5.31 | 8.05 | 3.35 | 1.72 | 2.82 | 2.44 | 2.97 | 4.04 | 4.02 | 3.54 | 3.07 | 2.37 |
| Draw Down(%) | NA | 4.83 | 7.45 | 13.76 | 23.27 | NA | NA | 29.34 | 4.11 | 2.11 | 4.22 | 13.61 | 1.67 | 23.27 | 1.46 | 6.18 | 2.27 | 4.94 | 9.49 | 5.34 | 4.99 | 3.12 | 10.38 | 5.43 | 6.09 | 27.63 | 5.16 | 1.04 | 5.53 | 3.55 | 3.57 | 10.49 | 6.25 | 5.51 | 4.56 | 0.40 |
| Yield(%) | 0.00 | 4.05 | 5.59 | 5.34 | 4.96 | 6.07 | 6.29 | 5.73 | 0.00 | 6.33 | 6.75 | 5.10 | 4.82 | 4.54 | 6.16 | 5.66 | 5.72 | 5.95 | 5.61 | 7.56 | 8.69 | 7.54 | 9.10 | 8.07 | 10.11 | 7.25 | 8.59 | 8.12 | 7.56 | 7.56 | 8.98 | 8.38 | 9.72 | 9.42 | 8.68 | 0.86 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OHYFX (JPMORGAN HIGH YIELD FUND CLASS I) |
-4.48%
Nov 2005 - Nov 2008 |
0.27%
Nov 2003 - Nov 2008 |
2.93%
Oct 2013 - Oct 2023 |
4.75%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OHYFX (JPMORGAN HIGH YIELD FUND CLASS I) |
20.66%
Feb 2009 - Feb 2012 |
17.00%
Nov 2008 - Nov 2013 |
10.26%
Oct 2002 - Oct 2012 |
8.55%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart