Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PGBOX (JPMORGAN CORE BOND FUND CLASS A) | 1.88% | 6.46% | 1.22% | -0.91% | 1.12% | 2.15% | 2.98% | 4.70% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGBOX (JPMORGAN CORE BOND FUND CLASS A) | 09/27/1991 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 09/27/1991.
AR inception is since 09/27/1991.
| 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 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 6.46 | 1.22 | -0.91 | 1.12 | 2.15 | 2.98 | 4.70 | 1.88 | 1.51 | 5.42 | -12.56 | -2.09 | 6.12 | 8.06 | -0.06 | 3.56 | 2.09 | 0.51 | 5.04 | -1.92 | 4.82 | 7.18 | 6.74 | 9.51 | 3.79 | 6.82 | 3.94 | 2.00 | 4.23 | 3.75 | 9.33 | 8.79 | 11.85 | -1.10 | 7.94 | 9.63 | 4.98 | 23.68 | -7.02 | 8.12 | 5.86 | 8.17 |
| Sharpe Ratio | NA | 0.02 | -0.49 | -0.63 | -0.12 | NA | NA | 0.64 | 0.58 | -0.95 | 0.17 | -2.03 | -0.50 | 1.19 | 1.89 | -0.51 | 1.06 | 0.59 | 0.14 | 2.04 | -0.68 | 2.05 | 2.22 | 2.14 | 2.51 | 0.48 | 0.99 | 0.22 | -0.06 | 0.80 | 0.70 | 1.76 | 1.30 | 1.87 | -0.92 | 1.35 | 1.78 | 0.33 | 4.23 | -1.86 | 1.09 | 0.71 | 3.87 |
| Standard Deviation(%) | NA | 5.25 | 6.45 | 5.68 | 4.74 | NA | NA | 4.37 | 5.48 | 5.33 | 7.11 | 6.90 | 4.22 | 4.94 | 3.52 | 2.71 | 2.78 | 3.18 | 3.47 | 2.46 | 2.87 | 2.34 | 3.22 | 3.11 | 3.76 | 5.89 | 3.87 | 2.99 | 3.05 | 4.09 | 4.35 | 4.67 | 5.05 | 4.15 | 4.70 | 3.43 | 3.41 | 4.51 | 4.69 | 5.35 | 5.52 | 4.87 | 8.40 |
| Draw Down(%) | NA | 5.14 | 8.92 | 18.59 | 18.59 | NA | NA | 18.59 | 2.60 | 4.38 | 7.22 | 15.66 | 4.46 | 6.50 | 2.23 | 2.75 | 1.38 | 4.44 | 2.39 | 1.16 | 4.43 | 1.17 | 1.56 | 2.60 | 1.38 | 4.32 | 2.27 | 1.87 | 2.47 | 4.56 | 4.46 | 2.16 | 4.00 | 3.53 | 3.10 | 2.62 | 2.45 | 3.88 | 1.98 | 8.48 | 5.16 | 2.58 | 1.69 |
| Yield(%) | 0.00 | 2.58 | 2.70 | 2.18 | 2.42 | 2.75 | 3.29 | 4.81 | 0.00 | 3.34 | 3.30 | 2.07 | 1.75 | 2.20 | 3.11 | 2.58 | 2.66 | 2.64 | 2.30 | 2.56 | 3.00 | 2.91 | 3.74 | 3.45 | 5.39 | 4.76 | 4.47 | 4.28 | 4.70 | 4.69 | 4.83 | 5.58 | 6.64 | 6.27 | 5.97 | 5.92 | 6.19 | 6.43 | 7.09 | 5.86 | 7.38 | 8.46 | 4.79 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGBOX (JPMORGAN CORE BOND FUND CLASS A) |
-5.84%
Oct 2020 - Oct 2023 |
-0.95%
Jan 2020 - Jan 2025 |
0.46%
Oct 2012 - Oct 2022 |
2.09%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGBOX (JPMORGAN CORE BOND FUND CLASS A) |
12.49%
Dec 1994 - Dec 1997 |
8.77%
Nov 1994 - Nov 1999 |
8.14%
Dec 1994 - Dec 2004 |
7.20%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart