Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONIAX (JPMORGAN CORE PLUS BOND FUND CLASS A) | 0.05% | 5.52% | 4.48% | 0.40% | 1.78% | 2.49% | 3.58% | … | … |
Data as of 06/03/2026, Common starting date is 03/20/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONIAX (JPMORGAN CORE PLUS BOND FUND CLASS A) | 03/20/1997 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.52 | 4.48 | 0.40 | 1.78 | 2.49 | 3.58 | … | … | 0.05 | 7.67 | 2.46 | 6.08 | -12.94 | -1.28 | 5.87 | 8.42 | -0.40 | 4.10 | 3.78 | 0.02 | 6.04 | 0.07 | 6.98 | 6.63 | 9.43 | 15.85 | -3.92 | 5.79 | 4.00 | 2.09 | 4.63 | 5.38 | 8.57 | 7.13 | 9.99 | -15.75 | 5.13 | 27.83 |
| Sharpe Ratio | NA | 0.82 | 0.30 | -0.36 | 0.05 | NA | NA | … | … | -0.42 | 1.09 | -0.22 | 0.34 | -2.05 | -0.43 | 1.13 | 2.17 | -0.66 | 1.39 | 1.23 | 0.00 | 2.71 | 0.01 | 3.72 | 2.23 | 3.03 | 3.88 | -0.91 | 0.78 | 0.21 | -0.06 | 1.04 | 1.19 | 1.70 | 1.05 | 1.43 | -1.12 | 0.42 | 1.54 |
| Standard Deviation(%) | NA | 3.85 | 5.26 | 5.68 | 4.68 | NA | NA | … | … | 4.08 | 4.41 | 5.35 | 7.16 | 7.03 | 3.04 | 4.96 | 3.20 | 2.72 | 2.49 | 2.90 | 3.36 | 2.22 | 2.61 | 1.88 | 2.96 | 3.08 | 4.06 | 5.36 | 3.43 | 2.78 | 2.92 | 3.51 | 3.92 | 4.35 | 4.51 | 4.03 | 16.99 | 4.00 | 21.51 |
| Draw Down(%) | NA | 2.74 | 6.15 | 17.62 | 18.13 | NA | NA | … | … | 2.74 | 2.61 | 3.83 | 7.18 | 15.99 | 2.76 | 7.69 | 1.97 | 2.69 | 1.22 | 3.55 | 2.46 | 1.09 | 4.01 | 0.83 | 1.56 | 2.30 | 2.22 | 9.30 | 2.07 | 1.69 | 2.15 | 3.97 | 4.28 | 2.50 | 3.80 | 2.93 | 17.80 | 3.60 | 2.39 |
| Yield(%) | 0.00 | 4.36 | 4.34 | 3.22 | 2.97 | 3.26 | 3.92 | … | … | 1.56 | 4.71 | 4.50 | 3.80 | 2.60 | 2.17 | 2.51 | 3.10 | 2.72 | 2.58 | 2.54 | 3.05 | 4.14 | 4.19 | 3.85 | 4.77 | 4.51 | 5.99 | 5.17 | 4.73 | 4.64 | 4.69 | 4.41 | 5.06 | 6.28 | 6.17 | 6.33 | 5.39 | 5.11 | 5.52 |
Data as of 06/03/2026, Common starting date is 03/20/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONIAX (JPMORGAN CORE PLUS BOND FUND CLASS A) |
-5.65%
Oct 2020 – Oct 2023 |
-0.80%
Oct 2017 – Oct 2022 |
0.91%
Oct 2013 – Oct 2023 |
2.51%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONIAX (JPMORGAN CORE PLUS BOND FUND CLASS A) |
11.66%
Oct 2008 – Oct 2011 |
8.58%
Oct 2008 – Oct 2013 |
6.19%
Oct 2000 – Oct 2010 |
5.96%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart