Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JEPRX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS R5) | -0.01% | 7.63% | 8.93% | 7.29% | 6.24% | 4.81% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JEPRX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS R5) | 05/04/2010 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 7.63 | 8.93 | 7.29 | 6.24 | 4.81 | NA | … | … | -0.01 | 8.09 | 12.73 | 9.89 | -3.58 | 21.62 | 6.29 | -28.07 | 16.59 | 33.72 | 19.05 | -2.94 | 8.83 |
| Sharpe Ratio | NA | 0.76 | 0.60 | 0.44 | 0.01 | NA | NA | … | … | -0.23 | 0.38 | 1.18 | 0.68 | -0.32 | 2.48 | 0.21 | -0.17 | 1.31 | 2.84 | 1.38 | -0.12 | 0.67 |
| Standard Deviation(%) | NA | 8.60 | 10.49 | 11.45 | 21.81 | NA | NA | … | … | 10.35 | 13.79 | 7.72 | 9.21 | 15.50 | 8.71 | 29.02 | 50.52 | 12.62 | 11.88 | 13.90 | 24.61 | 20.18 |
| Draw Down(%) | NA | 7.41 | 13.28 | 13.58 | 49.76 | NA | NA | … | … | 7.41 | 13.06 | 4.92 | 6.91 | 13.58 | 4.44 | 32.61 | 35.29 | 8.20 | 5.70 | 10.72 | 20.40 | 12.47 |
| Yield(%) | 0.00 | 7.64 | 8.10 | 8.26 | 6.38 | 5.57 | 4.61 | … | … | 2.82 | 8.32 | 7.79 | 8.75 | 10.75 | 8.85 | 11.10 | 6.13 | 8.00 | 9.05 | 2.62 | 2.17 | 0.55 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JEPRX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS R5) |
-11.20%
Mar 2017 – Mar 2020 |
-3.08%
Oct 2018 – Oct 2023 |
5.68%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEPRX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS R5) |
24.14%
Sep 2011 – Sep 2014 |
17.41%
Jun 2010 – Jun 2015 |
8.35%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart