Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUCEX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS C) | 8.53% | 18.85% | 13.87% | 4.94% | 7.85% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUCEX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS C) | 06/03/2013 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.46 | 18.85 | 13.87 | 4.94 | 7.85 | NA | NA | … | … | 8.53 | 20.76 | 1.76 | 16.06 | -19.14 | 6.03 | 14.29 | 28.69 | -17.09 | 27.32 | -0.05 | 1.33 | -5.61 | 12.39 |
| Sharpe Ratio | NA | 1.37 | 0.80 | 0.20 | 0.38 | NA | NA | … | … | 1.54 | 1.17 | -0.36 | 0.97 | -0.92 | 0.42 | 0.45 | 2.43 | -1.19 | 3.11 | -0.01 | 0.08 | -0.44 | 1.73 |
| Standard Deviation(%) | NA | 15.60 | 14.89 | 16.41 | 17.38 | NA | NA | … | … | 19.94 | 15.62 | 13.50 | 12.34 | 22.50 | 14.14 | 30.92 | 11.24 | 15.48 | 8.61 | 17.96 | 15.71 | 12.70 | 12.79 |
| Draw Down(%) | NA | 12.55 | 13.75 | 33.69 | 33.96 | NA | NA | … | … | 12.55 | 13.32 | 9.31 | 10.72 | 31.39 | 8.23 | 33.69 | 7.33 | 26.46 | 3.06 | 14.22 | 17.28 | 14.06 | 7.01 |
| Yield(%) | 0.00 | 4.06 | 2.80 | 2.04 | 2.03 | 2.28 | 1.71 | … | … | 0.00 | 4.66 | 2.29 | 1.22 | 2.23 | 1.14 | 0.26 | 0.00 | 1.18 | 0.53 | 1.52 | 0.07 | 7.52 | 7.77 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| IUCEX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS C) |
-2.61%
Sep 2019 – Sep 2022 |
-1.39%
Sep 2017 – Sep 2022 |
2.81%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUCEX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS C) |
19.02%
Sep 2022 – Sep 2025 |
11.56%
Feb 2016 – Feb 2021 |
9.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart