Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VMVXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) | 1.34% | 3.26% | 3.77% | 2.27% | 1.55% | 1.03% | 0.77% | 0.59% |
Data as of 06/30/2025, AR inception is 04/21/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMVXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) | 04/21/1999 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.26 | 3.77 | 2.27 | 1.55 | 1.03 | 0.77 | 0.59 | 1.34 | 4.25 | 4.04 | 1.42 | 0.01 | 0.38 | 1.95 | 1.39 | 0.45 | 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 | 0.36 | 0.39 | 0.25 | 0.19 | NA | NA | -1.79 | -0.29 | -1.73 | -0.17 | 0.06 | -8.48 | 0.83 | 0.99 | 0.19 | -0.97 | 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 |
| Standard Deviation(%) | NA | 1.23 | 1.19 | 0.93 | 0.70 | NA | NA | 0.44 | 0.95 | 1.35 | 1.24 | 0.56 | 0.00 | 0.18 | 0.55 | 0.44 | 0.18 | NA | NA | NA | 0.00 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Draw Down(%) | NA | 0.16 | 0.16 | 0.16 | 0.16 | NA | NA | 0.16 | 0.00 | 0.16 | 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 | 4.03 | 4.25 | 2.56 | 1.70 | 1.13 | 0.85 | 0.65 | 1.67 | 4.89 | 4.82 | 1.41 | 0.00 | 0.38 | 1.95 | 1.39 | 0.44 | 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 06/30/2025, AR inception is 04/21/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMVXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) |
0.00%
May 1999 - May 2002 |
0.00%
May 1999 - May 2004 |
0.00%
May 1999 - May 2009 |
0.00%
Nov 1999 - Nov 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMVXX (JPMorgan Trust I - JPMorgan Prime Money Market Fund) |
3.81%
Apr 2022 - Apr 2025 |
2.28%
Apr 2020 - Apr 2025 |
1.55%
Apr 2015 - Apr 2025 |
1.03%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison Chart