Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONUAX (JPMORGAN LIMITED DURATION BOND FUND CLASS A) | NA | -80.76% | -42.98% | -27.84% | -14.54% | -8.58% | -6.18% | … | … |
Data as of 08/04/2023, Common starting date is 03/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONUAX (JPMORGAN LIMITED DURATION BOND FUND CLASS A) | 03/30/1993 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -80.76 | -42.98 | -27.84 | -14.54 | -8.58 | -6.18 | … | … | -80.48 | -4.28 | -1.05 | 1.35 | 3.32 | 1.73 | 1.61 | 1.05 | 0.29 | 2.01 | 1.67 | 6.17 | 1.41 | 9.90 | 15.30 | -12.72 | 0.81 | 4.54 | 2.52 | 1.87 | 1.88 | 3.74 | 5.84 | 7.32 | 4.29 | 5.07 | 6.53 | 5.93 | 6.65 | 1.65 | 2.91 |
| Sharpe Ratio | NA | -0.51 | -0.47 | -0.39 | -0.29 | NA | NA | … | … | -0.45 | -3.17 | -1.32 | 0.47 | 1.85 | 0.47 | 1.35 | 1.13 | 0.33 | 1.84 | 1.74 | 5.78 | 1.34 | 5.29 | 5.59 | -3.94 | -1.10 | 1.20 | 0.27 | 0.84 | 0.93 | 1.81 | 2.41 | 1.70 | 0.48 | 0.82 | 1.54 | 1.05 | 1.46 | -0.26 | 0.69 |
| Standard Deviation(%) | NA | 164.48 | 94.84 | 73.48 | 51.94 | NA | NA | … | … | 214.21 | 1.81 | 0.81 | 2.33 | 1.00 | 0.74 | 0.71 | 0.74 | 0.79 | 1.08 | 0.94 | 1.07 | 1.02 | 1.85 | 2.72 | 3.46 | 2.13 | 0.95 | 0.98 | 1.05 | 1.26 | 1.43 | 1.43 | 1.82 | 1.89 | 1.96 | 1.85 | 2.16 | 1.82 | 5.44 | 2.43 |
| Draw Down(%) | NA | 80.77 | 81.55 | 81.55 | 81.55 | NA | NA | … | … | 80.77 | 5.26 | 1.25 | 5.59 | 0.49 | 0.20 | 0.11 | 0.62 | 0.42 | 0.50 | 0.97 | 0.21 | 0.60 | 0.76 | 2.61 | 13.44 | 2.09 | 0.20 | 0.31 | 0.63 | 0.83 | 0.39 | 0.80 | 0.31 | 0.51 | 0.81 | 0.30 | 0.61 | 0.41 | 2.13 | 1.00 |
| Yield(%) | 0.00 | 0.54 | 0.28 | 0.85 | 0.93 | 1.44 | 1.88 | … | … | 0.36 | 0.29 | 0.13 | 0.26 | 2.29 | 2.01 | 1.30 | 0.84 | 0.69 | 0.69 | 0.85 | 1.42 | 1.83 | 2.27 | 3.38 | 4.17 | 4.73 | 4.54 | 3.60 | 2.46 | 2.37 | 2.59 | 5.10 | 6.18 | 5.30 | 5.45 | 5.85 | 5.86 | 5.57 | 4.01 | 3.27 |
Data as of 08/04/2023, Common starting date is 03/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONUAX (JPMORGAN LIMITED DURATION BOND FUND CLASS A) |
-42.96%
Jul 2020 – Jul 2023 |
-27.84%
Jul 2018 – Jul 2023 |
-14.53%
Jul 2013 – Jul 2023 |
-8.58%
Jul 2008 – Jul 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONUAX (JPMORGAN LIMITED DURATION BOND FUND CLASS A) |
9.40%
Mar 2009 – Mar 2012 |
6.94%
Mar 2009 – Mar 2014 |
4.99%
Apr 1993 – Apr 2003 |
4.10%
Oct 1995 – Oct 2010 |
Annualized Rolling Returns Comparison Chart