Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JEPCX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS C) | -0.85% | 6.11% | 7.68% | 6.22% | 5.44% | 4.12% | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JEPCX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS C) | 05/04/2010 | 06/03/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | 6.11 | 7.68 | 6.22 | 5.44 | 4.12 | NA | … | … | -0.85 | 7.01 | 11.60 | 8.78 | -4.52 | 20.42 | 5.28 | -26.51 | 15.46 | 32.43 | 17.94 | -3.86 | 8.14 |
| Sharpe Ratio | NA | 0.64 | 0.49 | 0.35 | -0.01 | NA | NA | … | … | -0.31 | 0.30 | 1.03 | 0.57 | -0.38 | 2.36 | 0.17 | -0.17 | 1.23 | 2.74 | 1.30 | -0.16 | 0.61 |
| Standard Deviation(%) | NA | 8.53 | 10.46 | 11.42 | 21.00 | NA | NA | … | … | 10.28 | 13.78 | 7.72 | 9.10 | 15.51 | 8.66 | 28.99 | 47.12 | 12.60 | 11.84 | 13.92 | 24.54 | 20.25 |
| Draw Down(%) | NA | 7.41 | 13.65 | 13.95 | 48.73 | NA | NA | … | … | 7.41 | 13.28 | 4.98 | 6.99 | 13.95 | 4.59 | 32.67 | 33.49 | 8.29 | 5.74 | 10.79 | 20.74 | 12.62 |
| Yield(%) | 0.00 | 6.71 | 7.09 | 7.36 | 5.70 | 4.95 | 4.10 | … | … | 2.49 | 7.34 | 6.74 | 7.75 | 9.87 | 7.79 | 10.20 | 5.39 | 7.68 | 8.36 | 1.65 | 1.89 | 0.00 |
Data as of 06/03/2026, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEPCX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS C) |
-11.18%
Mar 2017 – Mar 2020 |
-3.47%
Oct 2018 – Oct 2023 |
4.96%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEPCX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS C) |
22.94%
Sep 2011 – Sep 2014 |
16.31%
Jun 2010 – Jun 2015 |
7.60%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart