Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 07/09/1998.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ONTBX (JPMORGAN TREASURY & AGENCY FUND CLASS B) | NA | NA | NA | NA | NA | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONTBX (JPMORGAN TREASURY & AGENCY FUND CLASS B) | 07/09/1998 | 07/09/1998 |
The return data shown below all have the same latest date: 07/09/1998.
AR inception is since 07/09/1998.
AR inception is since 07/09/1998.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | NA | NA | NA | NA | NA | NA | NA | 0.33 | -0.03 | -1.15 | -0.31 | 1.21 | 1.67 | 1.23 | 5.53 | 5.84 | 3.19 | 0.80 | 0.63 | 1.66 | 8.54 | 6.78 | 9.54 | -0.82 | 0.00 |
| Sharpe Ratio | NA | 0.16 | -0.32 | -0.02 | 0.48 | NA | NA | 0.61 | 0.60 | -0.04 | -1.00 | -0.39 | 0.86 | 1.05 | 0.47 | 1.31 | 1.55 | -0.08 | -1.02 | -0.15 | 0.36 | 2.17 | 1.26 | 1.89 | -1.31 | 1.52 |
| Standard Deviation(%) | NA | 1.13 | 1.13 | 1.20 | 1.80 | NA | NA | 0.00 | 1.13 | 1.18 | 1.18 | 0.94 | 1.37 | 1.52 | 2.42 | 3.51 | 1.82 | 1.26 | 1.35 | 2.09 | 2.70 | 3.42 | 3.60 | 2.91 | 3.09 | 0.00 |
| Draw Down(%) | NA | 0.63 | 1.91 | 2.15 | 2.35 | NA | NA | 0.00 | 0.63 | 0.69 | 1.56 | 0.77 | 0.71 | 1.22 | 1.18 | 2.35 | 0.65 | 0.41 | 0.86 | 2.51 | 2.71 | 1.77 | 2.94 | 1.84 | 2.69 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONTBX (JPMORGAN TREASURY & AGENCY FUND CLASS B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONTBX (JPMORGAN TREASURY & AGENCY FUND CLASS B) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart