| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 0.32% | -8.13% | 2.62% | 17.87% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 7.43% | 7.15% | 7.41% |
| Negative volatility | 7.63% | 5.37% | 5.08% |
| Sharpe | Neg | Neg | 0.21 |
| Sortino | Neg | Neg | 0.30 |
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Income Opportunity A (perf) Acc $ | 8.50% | 6.25% | 1.02% | 11.59% | -8.41% | 0.32% | |
| Total Return Bond | 2.13% | -8.77% | 2.71% | 4.67% | -3.26% | 1.07% | |