Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JEPSX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND SELECT CLASS) | -0.49% | 7.05% | 8.67% | 7.14% | 6.11% | 4.03% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JEPSX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND SELECT CLASS) | 05/04/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.43 | 7.05 | 8.67 | 7.14 | 6.11 | 4.03 | NA | … | … | -0.49 | 7.98 | 12.66 | 9.78 | -3.67 | 21.49 | 6.23 | 9.43 |
| Sharpe Ratio | NA | 0.74 | 0.58 | 0.43 | 0.34 | NA | NA | … | … | -0.26 | 0.37 | 1.17 | 0.67 | -0.33 | 2.48 | 0.21 | 0.06 |
| Standard Deviation(%) | NA | 8.54 | 10.48 | 11.45 | 14.96 | NA | NA | … | … | 10.23 | 13.82 | 7.71 | 9.22 | 15.52 | 8.67 | 29.02 | 9.15 |
| Draw Down(%) | NA | 7.41 | 13.37 | 13.59 | 32.62 | NA | NA | … | … | 7.41 | 13.13 | 4.98 | 6.99 | 13.59 | 4.51 | 32.62 | 3.92 |
| Yield(%) | 0.00 | 7.53 | 7.98 | 8.17 | 6.30 | 4.20 | 3.15 | … | … | 2.78 | 8.21 | 7.65 | 8.65 | 10.66 | 8.74 | 10.99 | 6.05 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JEPSX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND SELECT CLASS) |
4.75%
Sep 2019 – Sep 2022 |
7.46%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEPSX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND SELECT CLASS) |
15.27%
Mar 2020 – Mar 2023 |
13.32%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart