Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSTCX (JPMORGAN SHORT DURATION BOND FUND CLASS C) | 0.01% | 2.78% | 4.07% | 1.58% | 1.50% | 1.04% | 1.67% | … | … |
Data as of 06/03/2026, Common starting date is 11/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSTCX (JPMORGAN SHORT DURATION BOND FUND CLASS C) | 11/29/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 2.78 | 4.07 | 1.58 | 1.50 | 1.04 | 1.67 | … | … | 0.01 | 4.75 | 4.45 | 4.57 | -4.39 | -0.98 | 3.53 | 3.44 | 0.40 | 0.08 | 0.30 | -0.34 | -0.01 | -0.72 | 0.94 | 0.98 | 2.16 | 4.16 | 2.85 | 5.30 | 3.51 | 1.12 | 0.44 | 1.53 | 3.35 | -0.34 |
| Sharpe Ratio | NA | 0.29 | 0.54 | -0.46 | -0.07 | NA | NA | … | … | -1.37 | 1.21 | 0.47 | 0.33 | -2.63 | -1.63 | 1.69 | 1.54 | -1.09 | -0.63 | 0.09 | -0.32 | -0.03 | -0.89 | 1.23 | 1.01 | 1.69 | 2.42 | 0.71 | 1.41 | 0.08 | -1.15 | -0.37 | 0.49 | 0.96 | -1.84 |
| Standard Deviation(%) | NA | 1.41 | 1.78 | 1.97 | 1.65 | NA | NA | … | … | 1.49 | 1.55 | 1.76 | 2.78 | 2.22 | 0.62 | 1.94 | 1.28 | 0.90 | 0.92 | 1.04 | 1.16 | 0.95 | 0.85 | 0.72 | 0.94 | 1.23 | 1.68 | 2.62 | 1.54 | 1.08 | 1.00 | 1.48 | 1.66 | 2.29 | 2.86 |
| Draw Down(%) | NA | 1.00 | 1.00 | 6.90 | 6.94 | NA | NA | … | … | 1.00 | 0.64 | 0.80 | 1.44 | 5.81 | 1.22 | 3.77 | 0.64 | 0.85 | 0.79 | 1.21 | 0.98 | 0.65 | 1.16 | 0.36 | 0.56 | 0.88 | 0.74 | 1.92 | 0.47 | 0.38 | 0.52 | 1.63 | 1.25 | 1.66 | 0.74 |
| Yield(%) | 0.00 | 3.13 | 3.16 | 2.09 | 1.52 | 1.13 | 1.52 | … | … | 1.10 | 3.48 | 3.27 | 2.23 | 0.67 | 0.27 | 1.14 | 1.66 | 0.95 | 0.45 | 0.21 | 0.21 | 0.17 | 0.28 | 0.57 | 1.07 | 1.05 | 2.16 | 3.17 | 3.49 | 3.07 | 2.41 | 2.01 | 2.53 | 1.75 | 0.40 |
Data as of 06/03/2026, Common starting date is 11/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSTCX (JPMORGAN SHORT DURATION BOND FUND CLASS C) |
-1.22%
Jun 2020 – Jun 2023 |
-0.27%
Apr 2013 – Apr 2018 |
-0.01%
Oct 2012 – Oct 2022 |
0.72%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSTCX (JPMORGAN SHORT DURATION BOND FUND CLASS C) |
4.73%
Oct 2022 – Oct 2025 |
3.83%
Oct 2005 – Oct 2010 |
2.66%
Mar 2002 – Mar 2012 |
1.79%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart