Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDVSX (JPMORGAN DIVERSIFIED FUND SELECT CLASS) | 3.94% | 13.25% | 11.96% | 1.29% | 5.39% | 5.99% | 5.85% | … | … |
Data as of 06/04/2026, Common starting date is 12/27/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDVSX (JPMORGAN DIVERSIFIED FUND SELECT CLASS) | 12/27/1993 | 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 13.25 | 11.96 | 1.29 | 5.39 | 5.99 | 5.85 | … | … | 3.94 | 13.48 | 10.12 | 14.81 | -19.87 | -3.47 | 8.79 | 20.67 | -8.12 | 17.60 | 5.99 | -1.16 | 6.93 | 17.74 | 15.81 | -1.70 | 14.12 | 26.90 | -25.42 | 6.80 | 12.56 | 4.13 | 9.87 | 20.48 | -14.94 | -7.24 | -6.78 | 10.16 | 16.03 | 13.03 | 9.80 | 21.78 | 0.10 | -0.35 |
| Sharpe Ratio | NA | 1.29 | 0.90 | -0.09 | 0.30 | NA | NA | … | … | 0.64 | 0.96 | 0.71 | 1.28 | -1.39 | -0.20 | 0.40 | 2.73 | -0.93 | 3.38 | 0.60 | -0.12 | 0.91 | 2.19 | 1.72 | -0.10 | 1.10 | 1.46 | -1.08 | 0.36 | 1.30 | 0.27 | 1.16 | 1.96 | -1.03 | -0.77 | -0.84 | 0.65 | 1.15 | 0.97 | 0.85 | 2.33 | -0.42 | -5.92 |
| Standard Deviation(%) | NA | 8.88 | 10.06 | 12.94 | 12.52 | NA | NA | … | … | 11.23 | 11.08 | 9.12 | 8.81 | 15.38 | 17.54 | 21.51 | 7.02 | 10.25 | 5.03 | 9.71 | 9.83 | 7.56 | 8.09 | 9.24 | 16.52 | 12.71 | 18.32 | 24.40 | 10.25 | 7.07 | 6.86 | 7.67 | 10.07 | 15.59 | 12.87 | 13.17 | 10.51 | 10.93 | 9.55 | 7.15 | 7.63 | 7.14 | 3.70 |
| Draw Down(%) | NA | 8.05 | 11.40 | 33.02 | 33.02 | NA | NA | … | … | 8.05 | 11.05 | 5.12 | 8.57 | 21.54 | 17.43 | 25.93 | 3.56 | 15.30 | 1.47 | 8.84 | 9.45 | 5.80 | 6.72 | 7.86 | 15.88 | 9.91 | 17.76 | 34.86 | 6.53 | 6.02 | 4.71 | 6.32 | 9.16 | 22.85 | 19.17 | 12.66 | 6.69 | 12.56 | 7.26 | 4.20 | 2.71 | 6.99 | 0.54 |
| Yield(%) | 0.00 | 12.98 | 7.09 | 3.69 | 5.32 | 5.74 | 5.57 | … | … | 0.00 | 13.94 | 4.27 | 1.46 | 1.06 | 2.02 | 1.88 | 10.28 | 9.10 | 7.41 | 2.45 | 4.05 | 7.34 | 6.61 | 4.85 | 2.33 | 2.32 | 2.62 | 3.90 | 11.07 | 5.80 | 1.99 | 2.25 | 1.32 | 0.00 | 1.59 | 2.32 | 2.27 | 2.58 | 2.95 | 2.73 | 3.29 | 1.98 | 0.09 |
Data as of 06/04/2026, Common starting date is 12/27/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDVSX (JPMORGAN DIVERSIFIED FUND SELECT CLASS) |
-11.39%
Mar 2000 – Mar 2003 |
-3.39%
Mar 1998 – Mar 2003 |
-1.05%
Feb 1999 – Feb 2009 |
2.92%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDVSX (JPMORGAN DIVERSIFIED FUND SELECT CLASS) |
20.44%
Feb 2009 – Feb 2012 |
17.30%
Feb 2009 – Feb 2014 |
11.13%
Feb 2009 – Feb 2019 |
8.37%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart