Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHQAX (JPMORGAN HEDGED EQUITY FUND CLASS A) | -2.08% | 6.40% | 8.92% | 6.61% | 8.55% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHQAX (JPMORGAN HEDGED EQUITY FUND CLASS A) | 06/02/2014 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 6.40 | 8.92 | 6.61 | 8.55 | NA | NA | … | … | -2.08 | 7.22 | 18.10 | 15.62 | -8.27 | 13.13 | 13.77 | 13.02 | -0.93 | 12.44 | 9.26 | -1.68 | 5.36 |
| Sharpe Ratio | NA | 0.71 | 0.69 | 0.48 | 0.74 | NA | NA | … | … | -1.04 | 0.40 | 1.74 | 1.52 | -0.92 | 2.16 | 0.79 | 1.72 | -0.26 | 2.94 | 1.06 | -0.19 | 1.36 |
| Standard Deviation(%) | NA | 6.32 | 8.85 | 8.87 | 9.39 | NA | NA | … | … | 6.61 | 10.78 | 8.33 | 7.95 | 10.55 | 6.05 | 16.95 | 6.71 | 9.03 | 4.03 | 8.51 | 8.80 | 6.84 |
| Draw Down(%) | NA | 6.88 | 13.11 | 14.47 | 18.82 | NA | NA | … | … | 6.88 | 13.11 | 4.86 | 7.07 | 14.47 | 2.75 | 18.82 | 4.14 | 7.20 | 1.43 | 6.56 | 8.36 | 4.53 |
| Yield(%) | 0.00 | 0.40 | 0.61 | 0.64 | 1.06 | 0.86 | 0.65 | … | … | 0.04 | 0.44 | 0.60 | 0.85 | 0.67 | 0.57 | 1.00 | 1.00 | 0.89 | 0.83 | 1.21 | 0.94 | 0.71 |
Data as of 06/05/2026, Common starting date is 06/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHQAX (JPMORGAN HEDGED EQUITY FUND CLASS A) |
4.86%
Sep 2019 – Sep 2022 |
4.97%
Mar 2015 – Mar 2020 |
7.45%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHQAX (JPMORGAN HEDGED EQUITY FUND CLASS A) |
15.12%
Sep 2022 – Sep 2025 |
11.03%
Feb 2020 – Feb 2025 |
9.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart