Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLEIX (JPMORGAN EQUITY INDEX FUND SELECT CLASS) | 10.54% | 27.51% | 22.21% | 13.53% | 15.24% | 14.19% | 11.17% | … | … |
Data as of 06/03/2026, Common starting date is 07/30/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLEIX (JPMORGAN EQUITY INDEX FUND SELECT CLASS) | 07/30/1991 | 06/03/2026 |
| 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 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | 27.51 | 22.21 | 13.53 | 15.24 | 14.19 | 11.17 | … | … | 10.54 | 17.65 | 24.78 | 26.02 | -18.31 | 26.77 | 18.19 | 31.23 | -4.62 | 22.35 | 11.65 | 0.84 | 13.27 | 32.10 | 15.76 | 1.96 | 15.03 | 26.42 | -37.07 | 5.29 | 15.56 | 4.72 | 10.50 | 28.21 | -22.28 | -12.19 | -9.27 | 20.55 | 28.25 | 33.01 | 22.60 | 32.59 | -0.63 | 8.21 | 5.66 | 9.06 |
| Sharpe Ratio | NA | 2.23 | 1.33 | 0.65 | 0.75 | NA | NA | … | … | 1.94 | 0.80 | 1.67 | 1.72 | -0.82 | 2.02 | 0.52 | 2.38 | -0.35 | 3.26 | 0.87 | 0.05 | 1.16 | 2.93 | 1.24 | 0.08 | 0.82 | 0.97 | -0.92 | 0.13 | 1.21 | 0.24 | 0.86 | 1.62 | -0.90 | -0.69 | -0.61 | 0.95 | 1.22 | 1.62 | 1.61 | 3.36 | -0.38 | 0.70 | 0.33 | 1.42 |
| Standard Deviation(%) | NA | 11.91 | 14.81 | 16.91 | 18.11 | NA | NA | … | … | 13.59 | 18.64 | 12.67 | 13.10 | 24.19 | 13.26 | 34.60 | 12.50 | 17.12 | 6.69 | 13.12 | 15.55 | 11.44 | 10.95 | 12.74 | 23.45 | 18.16 | 27.18 | 41.02 | 16.00 | 10.04 | 10.29 | 11.11 | 17.02 | 25.99 | 21.61 | 22.18 | 18.00 | 20.29 | 18.03 | 11.67 | 8.52 | 9.81 | 8.57 | 9.64 | 13.49 |
| Draw Down(%) | NA | 9.14 | 18.77 | 24.62 | 33.73 | NA | NA | … | … | 9.14 | 18.77 | 8.45 | 9.98 | 24.62 | 5.14 | 33.73 | 6.65 | 19.43 | 2.62 | 10.28 | 12.03 | 7.29 | 5.58 | 9.62 | 18.71 | 15.51 | 27.07 | 47.72 | 9.86 | 7.48 | 7.03 | 7.54 | 13.81 | 33.09 | 29.23 | 16.62 | 11.90 | 19.14 | 10.74 | 7.39 | 5.68 | 8.56 | 4.90 | 5.78 | 5.45 |
| Yield(%) | 0.00 | 1.05 | 1.48 | 1.41 | 3.49 | 6.15 | 5.21 | … | … | 0.00 | 1.31 | 1.36 | 1.65 | 1.18 | 1.37 | 1.81 | 2.59 | 2.00 | 3.59 | 11.45 | 17.03 | 9.42 | 9.01 | 2.31 | 1.91 | 2.10 | 2.51 | 1.82 | 1.85 | 1.81 | 1.74 | 1.80 | 1.57 | 1.09 | 0.92 | 0.84 | 2.59 | 5.29 | 5.26 | 3.35 | 2.55 | 2.42 | 2.61 | 2.17 | 1.36 |
Data as of 06/03/2026, Common starting date is 07/30/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLEIX (JPMORGAN EQUITY INDEX FUND SELECT CLASS) |
-16.32%
Mar 2000 – Mar 2003 |
-6.81%
Feb 2004 – Feb 2009 |
-3.68%
Feb 1999 – Feb 2009 |
3.55%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLEIX (JPMORGAN EQUITY INDEX FUND SELECT CLASS) |
30.94%
Mar 1995 – Mar 1998 |
27.30%
Dec 1994 – Dec 1999 |
16.47%
Feb 2009 – Feb 2019 |
15.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart