Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIERX (JPMORGAN INTERNATIONAL EQUITY FUND CLASS R5) | 8.37% | 14.73% | 14.01% | 5.19% | 8.30% | 6.12% | 4.78% | … | … |
Data as of 06/04/2026, Common starting date is 05/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIERX (JPMORGAN INTERNATIONAL EQUITY FUND CLASS R5) | 05/17/2006 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 14.73 | 14.01 | 5.19 | 8.30 | 6.12 | 4.78 | … | … | 8.37 | 18.74 | 1.56 | 17.99 | -19.56 | 6.78 | 13.36 | 27.29 | -17.72 | 29.91 | 1.79 | -2.25 | -6.27 | 15.51 | 21.65 | -10.86 | 7.87 | 34.91 | -43.65 | 10.68 | 8.49 |
| Sharpe Ratio | NA | 0.82 | 0.72 | 0.16 | 0.39 | NA | NA | … | … | 0.95 | 0.99 | -0.16 | 1.10 | -0.91 | 0.46 | 0.43 | 2.27 | -1.27 | 3.77 | 0.08 | -0.14 | -0.56 | 1.19 | 1.25 | -0.39 | 0.35 | 1.12 | -1.00 | 0.41 | 0.73 |
| Standard Deviation(%) | NA | 15.41 | 14.87 | 16.86 | 17.38 | NA | NA | … | … | 19.39 | 16.25 | 13.04 | 13.12 | 23.26 | 14.81 | 30.10 | 11.38 | 15.10 | 7.79 | 18.63 | 15.88 | 11.17 | 13.00 | 17.44 | 28.07 | 22.12 | 31.02 | 44.63 | 18.39 | 14.34 |
| Draw Down(%) | NA | 11.65 | 12.57 | 36.12 | 36.12 | NA | NA | … | … | 11.65 | 12.57 | 10.51 | 11.75 | 32.59 | 9.54 | 33.32 | 8.20 | 26.40 | 2.77 | 14.43 | 18.66 | 12.83 | 9.75 | 15.96 | 25.83 | 19.05 | 29.24 | 56.55 | 12.84 | 10.13 |
| Yield(%) | 0.00 | 6.40 | 4.48 | 3.04 | 3.67 | 3.11 | 3.84 | … | … | 0.00 | 7.63 | 3.14 | 2.61 | 2.17 | 2.17 | 1.36 | 3.66 | 2.99 | 2.20 | 2.01 | 2.04 | 2.64 | 1.67 | 2.11 | 1.92 | 1.96 | 2.81 | 27.38 | 25.11 | 4.87 |
Data as of 06/04/2026, Common starting date is 05/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIERX (JPMORGAN INTERNATIONAL EQUITY FUND CLASS R5) |
-12.97%
Jun 2007 – Jun 2010 |
-6.08%
May 2007 – May 2012 |
0.59%
Dec 2006 – Dec 2016 |
0.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIERX (JPMORGAN INTERNATIONAL EQUITY FUND CLASS R5) |
22.45%
Feb 2009 – Feb 2012 |
18.03%
Feb 2009 – Feb 2014 |
9.68%
Feb 2009 – Feb 2019 |
8.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart