Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDVZX (JPMORGAN DIVERSIFIED FUND CLASS R6) | 2.44% | 12.04% | 11.55% | 5.55% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDVZX (JPMORGAN DIVERSIFIED FUND CLASS R6) | 11/01/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.87 | 12.04 | 11.55 | 5.55 | NA | NA | NA | … | … | 2.44 | 13.69 | 10.23 | 15.01 | -15.44 | 13.59 | 17.27 | 20.83 | -7.82 | 2.06 |
| Sharpe Ratio | NA | 1.34 | 0.92 | 0.33 | NA | NA | NA | … | … | 0.75 | 0.97 | 0.72 | 1.30 | -1.21 | 1.52 | 0.83 | 2.76 | -0.91 | 2.83 |
| Standard Deviation(%) | NA | 8.99 | 10.13 | 10.69 | NA | NA | NA | … | … | 11.46 | 11.14 | 9.14 | 8.84 | 13.95 | 8.95 | 20.47 | 7.01 | 10.20 | 4.51 |
| Draw Down(%) | NA | 8.08 | 11.37 | 21.47 | NA | NA | NA | … | … | 8.08 | 11.12 | 5.08 | 8.56 | 21.47 | 3.83 | 25.95 | 3.57 | 15.08 | 1.25 |
| Yield(%) | 0.00 | 13.60 | 7.42 | 7.69 | 7.12 | 4.75 | 3.56 | … | … | 0.46 | 14.14 | 4.43 | 1.61 | 5.60 | 18.60 | 9.98 | 10.52 | 9.36 | 5.41 |
Data as of 06/05/2026, Common starting date is 11/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDVZX (JPMORGAN DIVERSIFIED FUND CLASS R6) |
1.81%
Apr 2021 – Apr 2024 |
4.64%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDVZX (JPMORGAN DIVERSIFIED FUND CLASS R6) |
17.19%
Dec 2018 – Dec 2021 |
11.21%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart