Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDEAX (JPMORGAN DISCIPLINED EQUITY FUND CLASS A) | 6.27% | 22.64% | 20.18% | 9.88% | 13.11% | 12.75% | 10.19% | … | … |
Data as of 06/05/2026, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDEAX (JPMORGAN DISCIPLINED EQUITY FUND CLASS A) | 10/04/2001 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.70 | 22.64 | 20.18 | 9.88 | 13.11 | 12.75 | 10.19 | … | … | 6.27 | 16.29 | 23.92 | 28.26 | -19.56 | 15.82 | 17.19 | 30.91 | -5.82 | 21.24 | 9.34 | -2.78 | 15.16 | 33.59 | 16.70 | 0.72 | 14.90 | 31.07 | -36.99 | 4.75 | 15.17 | 3.34 | 10.87 | 28.70 | -25.62 | 6.78 |
| Sharpe Ratio | NA | 2.07 | 1.26 | 0.45 | 0.63 | NA | NA | … | … | 1.64 | 0.72 | 1.60 | 1.88 | -0.86 | 0.83 | 0.48 | 2.26 | -0.41 | 2.99 | 0.64 | -0.17 | 1.23 | 2.84 | 1.26 | 0.03 | 0.81 | 1.13 | -0.92 | 0.10 | 1.16 | 0.10 | 0.88 | 1.67 | -1.01 | 1.81 |
| Standard Deviation(%) | NA | 11.65 | 14.80 | 18.04 | 18.90 | NA | NA | … | … | 13.12 | 18.71 | 12.65 | 13.23 | 24.56 | 19.00 | 35.29 | 13.00 | 17.61 | 6.91 | 14.26 | 16.60 | 12.26 | 11.80 | 13.37 | 23.43 | 18.27 | 27.34 | 41.11 | 16.21 | 10.15 | 10.34 | 11.26 | 16.72 | 26.38 | 16.82 |
| Draw Down(%) | NA | 9.08 | 18.72 | 31.55 | 34.72 | NA | NA | … | … | 9.08 | 18.72 | 8.34 | 9.60 | 24.33 | 13.91 | 34.72 | 6.95 | 19.86 | 2.65 | 12.94 | 14.49 | 8.78 | 5.62 | 9.93 | 18.64 | 15.72 | 25.65 | 48.08 | 10.36 | 7.69 | 7.13 | 8.06 | 13.95 | 35.52 | 4.28 |
| Yield(%) | 0.00 | 5.85 | 5.57 | 3.34 | 5.98 | 7.72 | 6.53 | … | … | 0.10 | 5.96 | 7.00 | 1.30 | 0.79 | 0.82 | 1.25 | 12.99 | 11.56 | 1.38 | 1.28 | 4.99 | 8.32 | 8.48 | 5.67 | 1.19 | 1.10 | 2.45 | 1.33 | 1.28 | 1.20 | 0.89 | 1.32 | 0.56 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDEAX (JPMORGAN DISCIPLINED EQUITY FUND CLASS A) |
-15.07%
Feb 2006 – Feb 2009 |
-6.97%
Feb 2004 – Feb 2009 |
2.33%
Nov 2001 – Nov 2011 |
5.94%
Nov 2001 – Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDEAX (JPMORGAN DISCIPLINED EQUITY FUND CLASS A) |
26.16%
Feb 2009 – Feb 2012 |
23.68%
Feb 2009 – Feb 2014 |
16.10%
Feb 2009 – Feb 2019 |
14.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart