Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUAEX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS A) | 13.45% | 25.51% | 16.05% | 6.50% | 8.90% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUAEX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS A) | 06/03/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 25.51 | 16.05 | 6.50 | 8.90 | NA | NA | … | … | 13.45 | 26.00 | 2.38 | 16.53 | -18.74 | 6.54 | 14.88 | 29.33 | -16.69 | 28.01 | 0.28 | 1.92 | -4.43 | 12.74 |
| Sharpe Ratio | NA | 1.41 | 0.84 | 0.23 | 0.42 | NA | NA | … | … | 1.57 | 1.51 | -0.09 | 1.05 | -0.90 | 0.46 | 0.47 | 2.47 | -1.17 | 3.20 | 0.00 | 0.12 | -0.35 | 1.78 |
| Standard Deviation(%) | NA | 15.60 | 14.90 | 16.42 | 17.39 | NA | NA | … | … | 20.01 | 15.36 | 13.51 | 12.38 | 22.50 | 14.12 | 30.94 | 11.27 | 15.45 | 8.59 | 18.03 | 15.69 | 12.77 | 12.83 |
| Draw Down(%) | NA | 12.52 | 13.49 | 33.32 | 33.61 | NA | NA | … | … | 12.52 | 13.29 | 9.22 | 10.59 | 31.13 | 8.23 | 33.61 | 7.29 | 26.11 | 3.03 | 14.32 | 17.13 | 13.96 | 7.04 |
| Yield(%) | 0.00 | 4.68 | 3.49 | 2.58 | 2.70 | 2.80 | 2.10 | … | … | 0.00 | 5.33 | 2.91 | 2.05 | 2.71 | 1.65 | 0.82 | 0.05 | 1.69 | 0.75 | 2.08 | 0.25 | 8.57 | 8.02 |
Data as of 06/03/2026, Common starting date is 06/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUAEX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS A) |
-2.11%
Sep 2019 – Sep 2022 |
-0.89%
Sep 2017 – Sep 2022 |
3.39%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUAEX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS A) |
19.61%
Sep 2022 – Sep 2025 |
12.12%
Feb 2016 – Feb 2021 |
9.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart