Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TXRIX (JPMORGAN TAX AWARE REAL RETURN FUND INSTITUTIONAL CLASS) | 2.02% | 6.18% | 3.93% | 2.21% | 2.56% | 2.18% | 2.53% | … | … |
Data as of 06/04/2026, Common starting date is 09/07/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TXRIX (JPMORGAN TAX AWARE REAL RETURN FUND INSTITUTIONAL CLASS) | 09/07/2005 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.42 | 6.18 | 3.93 | 2.21 | 2.56 | 2.18 | 2.53 | … | … | 2.02 | 3.98 | 2.46 | 4.94 | -5.75 | 8.53 | 2.56 | 5.54 | -0.76 | 2.75 | 1.63 | 1.12 | 0.85 | -2.80 | 4.76 | 6.75 | 1.56 | 14.52 | -7.27 | 4.50 | 2.35 | -0.40 |
| Sharpe Ratio | NA | 1.50 | 0.30 | -0.09 | 0.22 | NA | NA | … | … | 0.80 | 0.32 | -0.49 | 0.39 | -1.34 | 2.89 | 0.26 | 2.02 | -1.30 | 1.20 | 0.53 | 0.46 | 0.44 | -0.91 | 2.26 | 2.38 | 0.56 | 3.73 | -1.06 | 0.57 | -0.56 | -2.09 |
| Standard Deviation(%) | NA | 2.12 | 3.02 | 3.60 | 4.00 | NA | NA | … | … | 2.45 | 3.47 | 2.39 | 3.34 | 5.37 | 2.95 | 8.71 | 2.01 | 1.66 | 1.75 | 2.67 | 2.40 | 1.91 | 3.12 | 2.10 | 2.82 | 2.65 | 3.86 | 7.73 | 2.39 | 1.93 | 1.87 |
| Draw Down(%) | NA | 1.92 | 4.10 | 9.73 | 16.51 | NA | NA | … | … | 1.92 | 3.85 | 1.89 | 4.27 | 9.66 | 2.43 | 16.51 | 1.29 | 2.12 | 1.13 | 2.47 | 2.78 | 3.69 | 6.05 | 1.50 | 2.89 | 2.72 | 3.87 | 15.63 | 1.76 | 1.19 | 1.59 |
| Yield(%) | 0.00 | 3.28 | 3.31 | 2.69 | 2.61 | 2.51 | 2.67 | … | … | 1.16 | 3.48 | 3.28 | 3.22 | 1.90 | 1.57 | 2.23 | 2.63 | 2.75 | 2.72 | 2.76 | 2.92 | 2.91 | 2.46 | 2.49 | 2.85 | 2.36 | 3.12 | 3.22 | 3.50 | 3.12 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/07/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXRIX (JPMORGAN TAX AWARE REAL RETURN FUND INSTITUTIONAL CLASS) |
-0.87%
Sep 2012 – Sep 2015 |
0.29%
Nov 2012 – Nov 2017 |
0.96%
Sep 2012 – Sep 2022 |
1.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXRIX (JPMORGAN TAX AWARE REAL RETURN FUND INSTITUTIONAL CLASS) |
7.90%
Nov 2008 – Nov 2011 |
5.25%
Nov 2008 – Nov 2013 |
3.20%
Nov 2008 – Nov 2018 |
2.98%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart