Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDVCX (JPMORGAN DIVERSIFIED FUND CLASS C) | 1.86% | 10.83% | 10.52% | 0.11% | 4.37% | 5.04% | 4.94% | … | … |
Data as of 06/05/2026, Common starting date is 03/27/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDVCX (JPMORGAN DIVERSIFIED FUND CLASS C) | 03/27/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.85 | 10.83 | 10.52 | 0.11 | 4.37 | 5.04 | 4.94 | … | … | 1.86 | 12.64 | 8.91 | 14.45 | -20.63 | -4.50 | 7.84 | 19.78 | -8.81 | 16.72 | 5.18 | -1.80 | 6.02 | 16.86 | 15.01 | -2.52 | 13.24 | 25.86 | -25.99 | 5.99 | 11.75 | 3.34 | 8.51 | 21.29 |
| Sharpe Ratio | NA | 1.21 | 0.82 | -0.15 | 0.24 | NA | NA | … | … | 0.62 | 0.88 | 0.58 | 1.23 | -1.44 | -0.25 | 0.35 | 2.60 | -1.00 | 3.19 | 0.51 | -0.19 | 0.78 | 2.08 | 1.63 | -0.15 | 1.03 | 1.40 | -1.10 | 0.28 | 1.19 | 0.16 | 0.99 | 3.25 |
| Standard Deviation(%) | NA | 8.96 | 10.12 | 13.02 | 12.57 | NA | NA | … | … | 11.27 | 11.15 | 9.18 | 8.82 | 15.36 | 17.78 | 21.56 | 7.03 | 10.19 | 5.06 | 9.73 | 9.82 | 7.65 | 8.09 | 9.25 | 16.51 | 12.75 | 18.43 | 24.33 | 10.27 | 7.02 | 6.79 | 7.60 | 8.60 |
| Draw Down(%) | NA | 8.14 | 11.60 | 33.74 | 33.74 | NA | NA | … | … | 8.14 | 11.18 | 5.12 | 8.75 | 22.01 | 17.79 | 26.03 | 3.61 | 15.88 | 1.49 | 8.94 | 9.72 | 5.84 | 6.78 | 8.04 | 16.14 | 9.99 | 18.01 | 35.29 | 6.61 | 6.03 | 4.79 | 6.51 | 4.94 |
| Yield(%) | 0.00 | 12.77 | 6.50 | 3.17 | 4.65 | 4.98 | 4.82 | … | … | 0.00 | 13.49 | 3.52 | 0.78 | 0.44 | 1.26 | 1.16 | 9.59 | 8.48 | 6.65 | 1.68 | 3.40 | 6.70 | 5.97 | 4.16 | 1.68 | 1.63 | 1.83 | 3.24 | 10.35 | 5.04 | 1.21 | 1.12 | 0.42 |
Data as of 06/05/2026, Common starting date is 03/27/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDVCX (JPMORGAN DIVERSIFIED FUND CLASS C) |
-8.88%
Feb 2006 – Feb 2009 |
-3.32%
Feb 2004 – Feb 2009 |
1.68%
Oct 2013 – Oct 2023 |
2.98%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDVCX (JPMORGAN DIVERSIFIED FUND CLASS C) |
19.53%
Feb 2009 – Feb 2012 |
16.42%
Feb 2009 – Feb 2014 |
10.29%
Feb 2009 – Feb 2019 |
7.20%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart