Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHTGX (JPMorgan Hedged Equity 3 Fund Class R5) | 3.09% | 13.17% | 13.02% | 7.64% | 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 |
|---|---|---|
| JHTGX (JPMorgan Hedged Equity 3 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 (%) | -0.09 | 13.17 | 13.02 | 7.64 | NA | NA | NA | … | … | 3.09 | 9.64 | 16.77 | 18.91 | -14.39 | 12.23 |
| Sharpe Ratio | NA | 1.73 | 1.24 | 0.54 | NA | NA | NA | … | … | 0.74 | 0.67 | 1.69 | 1.94 | -1.14 | 2.32 |
| Standard Deviation(%) | NA | 6.60 | 8.36 | 9.72 | NA | NA | NA | … | … | 8.04 | 10.09 | 7.78 | 7.94 | 13.88 | 6.30 |
| Draw Down(%) | NA | 5.77 | 11.19 | 18.65 | NA | NA | NA | … | … | 5.77 | 11.19 | 4.30 | 5.93 | 18.65 | 3.01 |
| Yield(%) | 0.00 | 0.66 | 1.00 | 1.10 | 0.58 | 0.38 | 0.29 | … | … | 0.00 | 0.84 | 0.97 | 1.21 | 1.81 | 0.47 |
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 |
|---|---|---|---|---|
| JHTGX (JPMorgan Hedged Equity 3 Fund Class R5) |
4.24%
Apr 2021 – Apr 2024 |
7.70%
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 |
|---|---|---|---|---|
| JHTGX (JPMorgan Hedged Equity 3 Fund Class R5) |
15.81%
Sep 2022 – Sep 2025 |
7.74%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart