Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHTCX (JPMorgan Hedged Equity 3 Fund Class C) | 1.34% | 10.87% | 11.51% | 6.37% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/10/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHTCX (JPMorgan Hedged Equity 3 Fund Class C) | 03/10/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | 10.87 | 11.51 | 6.37 | NA | NA | NA | … | … | 1.34 | 8.66 | 15.72 | 17.87 | -15.16 | 11.00 |
| Sharpe Ratio | NA | 1.21 | 0.98 | 0.39 | NA | NA | NA | … | … | 0.08 | 0.57 | 1.55 | 1.79 | -1.20 | 2.20 |
| Standard Deviation(%) | NA | 6.78 | 8.40 | 9.77 | NA | NA | NA | … | … | 8.19 | 10.09 | 7.79 | 8.01 | 13.93 | 6.17 |
| Draw Down(%) | NA | 5.77 | 11.34 | 19.17 | NA | NA | NA | … | … | 5.77 | 11.34 | 4.38 | 6.02 | 19.17 | 3.14 |
| Yield(%) | 0.00 | 0.01 | 0.11 | 0.31 | 0.16 | 0.11 | 0.08 | … | … | 0.00 | 0.01 | 0.06 | 0.29 | 1.10 | 0.07 |
Data as of 06/05/2026, Common starting date is 03/10/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHTCX (JPMorgan Hedged Equity 3 Fund Class C) |
3.32%
Apr 2021 – Apr 2024 |
6.77%
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 |
|---|---|---|---|---|
| JHTCX (JPMorgan Hedged Equity 3 Fund Class C) |
14.77%
Sep 2022 – Sep 2025 |
6.81%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart