Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHDFX (JPMorgan Hedged Equity 2 Fund Class R5) | 5.89% | 13.84% | 11.78% | 8.06% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHDFX (JPMorgan Hedged Equity 2 Fund Class R5) | 03/01/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | 13.84 | 11.78 | 8.06 | NA | NA | NA | … | … | 5.89 | 7.86 | 18.25 | 15.35 | -13.16 | 13.43 |
| Sharpe Ratio | NA | 1.72 | 1.24 | 0.64 | NA | NA | NA | … | … | 1.58 | 0.62 | 2.17 | 1.44 | -1.18 | 2.44 |
| Standard Deviation(%) | NA | 6.86 | 7.18 | 8.79 | NA | NA | NA | … | … | 8.18 | 8.05 | 6.74 | 8.19 | 12.37 | 6.59 |
| Draw Down(%) | NA | 5.41 | 9.11 | 15.15 | NA | NA | NA | … | … | 5.41 | 9.11 | 3.17 | 4.83 | 15.15 | 2.95 |
| Yield(%) | 0.00 | 0.65 | 1.00 | 1.97 | 1.03 | 0.69 | 0.51 | … | … | 0.00 | 0.82 | 1.03 | 1.27 | 5.73 | 0.54 |
Data as of 06/04/2026, Common starting date is 03/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHDFX (JPMorgan Hedged Equity 2 Fund Class R5) |
5.12%
Apr 2021 – Apr 2024 |
7.91%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHDFX (JPMorgan Hedged Equity 2 Fund Class R5) |
13.74%
Dec 2022 – Dec 2025 |
8.16%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart