Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUESX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND SELECT CLASS) | 13.33% | 24.68% | 16.25% | 6.53% | 9.11% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUESX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND SELECT CLASS) | 06/03/2013 | 06/04/2026 |
| 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 (%) | 0.36 | 24.68 | 16.25 | 6.53 | 9.11 | NA | NA | … | … | 13.33 | 20.83 | 2.55 | 16.94 | -18.53 | 6.79 | 15.15 | 29.61 | -16.44 | 28.46 | 0.65 | 2.19 | -4.04 | 12.86 |
| Sharpe Ratio | NA | 1.43 | 0.86 | 0.25 | 0.43 | NA | NA | … | … | 1.59 | 1.17 | -0.30 | 1.04 | -0.89 | 0.48 | 0.48 | 2.51 | -1.15 | 3.27 | 0.02 | 0.14 | -0.32 | 1.79 |
| Standard Deviation(%) | NA | 15.61 | 14.89 | 16.41 | 17.38 | NA | NA | … | … | 19.96 | 15.67 | 13.50 | 12.35 | 22.50 | 14.13 | 30.94 | 11.26 | 15.46 | 8.56 | 18.03 | 15.67 | 12.83 | 12.85 |
| Draw Down(%) | NA | 12.50 | 13.36 | 33.14 | 33.58 | NA | NA | … | … | 12.50 | 13.27 | 9.22 | 10.56 | 30.99 | 8.19 | 33.58 | 7.25 | 25.95 | 3.04 | 14.25 | 17.05 | 13.87 | 6.97 |
| Yield(%) | 0.00 | 4.79 | 3.69 | 2.72 | 2.96 | 2.99 | 2.24 | … | … | 0.00 | 5.51 | 3.12 | 2.27 | 2.86 | 1.84 | 1.08 | 0.28 | 1.87 | 0.98 | 2.38 | 0.00 | 8.82 | 8.15 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| IUESX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND SELECT CLASS) |
-1.88%
Sep 2019 – Sep 2022 |
-0.65%
Sep 2017 – Sep 2022 |
3.70%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUESX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND SELECT CLASS) |
19.92%
Sep 2022 – Sep 2025 |
12.44%
Feb 2016 – Feb 2021 |
10.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart