Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMRSX (JPMORGAN EMERGING MARKETS RESEARCH ENHANCED EQUITY FUND CLASS R6) | 19.71% | 44.47% | 21.80% | 5.73% | 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 |
|---|---|---|
| EMRSX (JPMORGAN EMERGING MARKETS RESEARCH ENHANCED EQUITY FUND CLASS R6) | 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 (%) | -4.99 | 44.47 | 21.80 | 5.73 | NA | NA | NA | … | … | 19.71 | 30.15 | 6.43 | 8.91 | -21.42 | -3.38 | 18.56 | 21.40 | -0.20 |
| Sharpe Ratio | NA | 2.87 | 1.28 | 0.27 | NA | NA | NA | … | … | 3.08 | 1.72 | 0.20 | 0.38 | -1.06 | -0.20 | 0.60 | 1.46 | -0.44 |
| Standard Deviation(%) | NA | 18.04 | 16.22 | 17.23 | NA | NA | NA | … | … | 23.85 | 16.17 | 14.01 | 13.92 | 21.63 | 17.23 | 30.62 | 13.68 | 15.04 |
| Draw Down(%) | NA | 13.30 | 15.42 | 38.72 | NA | NA | NA | … | … | 13.30 | 13.91 | 9.35 | 13.24 | 33.65 | 17.36 | 33.46 | 11.15 | 2.80 |
| Yield(%) | 0.00 | 4.28 | 3.58 | 2.72 | 2.42 | 1.61 | 1.21 | … | … | 0.00 | 4.79 | 2.54 | 3.23 | 1.89 | 5.08 | 1.72 | 1.14 | 0.53 |
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 |
|---|---|---|---|---|
| EMRSX (JPMORGAN EMERGING MARKETS RESEARCH ENHANCED EQUITY FUND CLASS R6) |
-8.60%
Jan 2021 – Jan 2024 |
0.63%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMRSX (JPMORGAN EMERGING MARKETS RESEARCH ENHANCED EQUITY FUND CLASS R6) |
25.06%
May 2023 – May 2026 |
7.60%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart