Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIGB (JPMorgan Corporate Bond Research Enhanced) | 0.32% | 5.35% | 5.18% | 0.37% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/14/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIGB (JPMorgan Corporate Bond Research Enhanced) | 12/14/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 5.35 | 5.18 | 0.37 | NA | NA | NA | … | … | 0.32 | 7.69 | 1.98 | 8.42 | -15.71 | -2.18 | 9.88 | 14.85 | 0.21 |
| Sharpe Ratio | NA | 0.04 | 0.04 | -0.06 | NA | NA | NA | … | … | -0.02 | 0.90 | -0.28 | 0.61 | -1.67 | -0.43 | 0.85 | 3.56 | 1.25 |
| Standard Deviation(%) | NA | 76.07 | 44.26 | 34.70 | NA | NA | NA | … | … | 116.42 | 5.39 | 5.92 | 7.88 | 10.30 | 5.16 | 11.33 | 3.76 | 2.95 |
| Draw Down(%) | NA | 43.08 | 43.08 | 43.08 | NA | NA | NA | … | … | 43.08 | 3.13 | 3.80 | 7.61 | 20.71 | 5.84 | 16.50 | 2.54 | 0.60 |
| Yield(%) | 0.41 | 5.06 | 5.00 | 3.75 | 3.23 | 2.15 | 1.61 | … | … | 2.05 | 5.13 | 5.08 | 4.36 | 2.79 | 3.29 | 4.35 | 5.70 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/14/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIGB (JPMorgan Corporate Bond Research Enhanced) |
-5.74%
Oct 2020 – Oct 2023 |
-0.75%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIGB (JPMorgan Corporate Bond Research Enhanced) |
7.43%
Oct 2022 – Oct 2025 |
1.81%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart