Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFEAX (JPMORGAN INTERNATIONAL VALUE FUND CLASS A) | 8.93% | 30.90% | 25.59% | 14.00% | 10.17% | 6.53% | 5.28% | … | … |
Data as of 06/03/2026, Common starting date is 10/04/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFEAX (JPMORGAN INTERNATIONAL VALUE FUND CLASS A) | 10/04/2001 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 30.90 | 25.59 | 14.00 | 10.17 | 6.53 | 5.28 | … | … | 8.93 | 48.02 | 9.74 | 18.51 | -5.59 | 16.27 | -4.47 | 15.17 | -18.87 | 21.63 | 2.03 | -3.37 | -10.50 | 20.83 | 17.18 | -13.25 | 8.88 | 28.65 | -43.69 | 11.20 | 31.90 | 19.82 | 21.36 | 39.66 | -20.71 | 2.29 |
| Sharpe Ratio | NA | 2.19 | 1.61 | 0.74 | 0.47 | NA | NA | … | … | 1.41 | 2.95 | 0.48 | 1.07 | -0.32 | 1.12 | -0.13 | 1.19 | -1.47 | 2.41 | 0.09 | -0.20 | -0.75 | 1.40 | 0.95 | -0.45 | 0.36 | 0.89 | -0.99 | 0.44 | 2.06 | 1.57 | 1.41 | 2.48 | -1.05 | 0.52 |
| Standard Deviation(%) | NA | 13.95 | 14.32 | 16.14 | 18.13 | NA | NA | … | … | 17.03 | 15.37 | 12.72 | 13.95 | 21.69 | 14.45 | 35.05 | 11.50 | 13.84 | 8.75 | 21.03 | 17.11 | 14.01 | 14.82 | 18.26 | 29.51 | 24.11 | 32.15 | 45.01 | 18.36 | 13.90 | 11.20 | 14.49 | 15.72 | 20.82 | 16.68 |
| Draw Down(%) | NA | 11.02 | 13.64 | 27.71 | 48.81 | NA | NA | … | … | 11.02 | 13.64 | 7.81 | 9.48 | 27.71 | 9.10 | 41.29 | 12.10 | 27.40 | 3.41 | 15.97 | 17.85 | 15.68 | 10.81 | 17.27 | 27.74 | 22.01 | 30.76 | 55.94 | 12.91 | 14.16 | 7.10 | 11.78 | 18.58 | 28.97 | 5.47 |
| Yield(%) | 0.00 | 3.23 | 4.84 | 4.10 | 4.21 | 3.18 | 3.00 | … | … | 0.00 | 3.99 | 4.50 | 5.55 | 3.34 | 5.31 | 2.55 | 4.40 | 3.18 | 2.53 | 5.65 | 1.06 | 3.19 | 2.13 | 2.52 | 2.90 | 3.25 | 2.73 | 1.86 | 6.76 | 1.44 | 1.44 | 0.00 | 0.04 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/04/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFEAX (JPMORGAN INTERNATIONAL VALUE FUND CLASS A) |
-15.94%
Feb 2006 – Feb 2009 |
-8.00%
May 2007 – May 2012 |
-0.95%
Mar 2010 – Mar 2020 |
-1.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFEAX (JPMORGAN INTERNATIONAL VALUE FUND CLASS A) |
35.10%
Mar 2003 – Mar 2006 |
25.05%
Oct 2002 – Oct 2007 |
11.50%
Feb 2016 – Feb 2026 |
8.43%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart