Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JRVXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 0.00% 0.00% 2.57% 2.15% 1.42% 0.95% 0.71%
Data as of 06/11/2026, Common starting date is 02/25/2002
More Performance Analytics Comparison
Name Start Date End Date
JRVXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 02/25/2002 06/11/2026
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
Annualized Return (%) 0.00 0.00 2.57 2.15 1.42 0.95 0.71 0.00 1.28 4.06 3.85 1.28 0.00 0.29 1.76 1.08 0.36 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 -26.66 -0.70 -0.44 -0.35 NA NA 0.00 -2.49 -2.03 -0.34 -0.20 -9.97 0.40 0.71 -0.66 -1.82 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
Standard Deviation(%) NA 0.10 0.99 0.87 0.65 NA NA 0.00 0.64 1.25 1.19 0.52 0.00 0.15 0.50 0.36 0.15 NA NA NA 0.00 NA NA NA NA NA NA NA NA NA NA NA
Draw Down(%) NA 0.07 0.08 0.08 0.08 NA NA 0.00 0.07 0.08 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
Yield(%) 0.00 0.00 3.03 2.43 1.56 1.04 0.78 0.00 1.59 4.67 4.60 1.27 0.00 0.27 1.73 1.08 0.37 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 06/11/2026, Common starting date is 02/25/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JRVXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 0.00%
Mar 2002 – Mar 2005
0.00%
Mar 2002 – Mar 2007
0.00%
Oct 2002 – Oct 2012
0.02%
Oct 2002 – Oct 2017
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JRVXX (JPMorgan Trust I – JPMorgan Prime Money Market Fund) 3.61%
Apr 2022 – Apr 2025
2.16%
Apr 2020 – Apr 2025
1.42%
Apr 2015 – Apr 2025
0.95%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return