Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMIXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) | 2.16% | 3.76% | 4.19% | 2.56% | 1.77% | 1.18% | 0.88% | 0.57% |
Data as of 08/01/2025, AR inception is 06/20/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMIXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) | 06/20/1994 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.76 | 4.19 | 2.56 | 1.77 | 1.18 | 0.88 | 0.57 | 2.16 | 4.44 | 4.23 | 1.61 | 0.01 | 0.54 | 2.21 | 1.62 | 0.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.46 | 0.62 | 0.45 | 0.42 | NA | NA | -2.65 | 0.53 | -1.56 | -0.01 | 0.36 | -7.35 | 1.38 | 1.29 | 0.61 | -0.19 | 0.00 | 0.00 | 0.00 | -31.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 1.32 | 1.30 | 1.02 | 0.77 | NA | NA | 0.44 | 1.32 | 1.38 | 1.30 | 0.61 | 0.00 | 0.23 | 0.62 | 0.50 | 0.24 | NA | NA | NA | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 0.11 | 0.11 | 0.11 | 0.11 | NA | NA | 0.11 | 0.00 | 0.11 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 3.79 | 4.40 | 2.70 | 1.84 | 1.23 | 0.92 | 0.59 | 1.77 | 5.09 | 5.04 | 1.60 | 0.00 | 0.54 | 2.19 | 1.60 | 0.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, AR inception is 06/20/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMIXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) |
0.00%
Jul 1994 - Jul 1997 |
0.00%
Jul 1994 - Jul 1999 |
0.00%
Jul 1994 - Jul 2004 |
0.00%
Jul 1994 - Jul 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMIXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) |
4.26%
May 2022 - May 2025 |
2.57%
May 2020 - May 2025 |
1.77%
May 2015 - May 2025 |
1.18%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison Chart