Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIESX (JPMORGAN INTERNATIONAL VALUE FUND SELECT CLASS) | 9.73% | 31.93% | 26.17% | 14.27% | 10.49% | 6.94% | 5.61% | … | … |
Data as of 06/04/2026, Common starting date is 12/24/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIESX (JPMORGAN INTERNATIONAL VALUE FUND SELECT CLASS) | 12/24/1990 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.93 | 26.17 | 14.27 | 10.49 | 6.94 | 5.61 | … | … | 9.73 | 44.37 | 9.82 | 19.03 | -5.33 | 16.45 | -4.03 | 15.41 | -18.61 | 21.99 | 2.35 | -3.07 | -10.30 | 21.13 | 17.60 | -13.01 | 9.26 | 29.04 | -43.58 | 11.50 | 32.25 | 20.16 | 21.68 | 39.84 | -20.54 | -23.74 | -35.46 | 19.64 | 10.22 | -3.27 | 3.36 | 4.48 | 0.88 | 21.56 | -10.75 | 10.45 | 1.27 |
| Sharpe Ratio | NA | 2.22 | 1.64 | 0.76 | 0.49 | NA | NA | … | … | 1.43 | 2.72 | 0.25 | 1.07 | -0.31 | 1.14 | -0.12 | 1.21 | -1.45 | 2.46 | 0.10 | -0.18 | -0.73 | 1.43 | 0.97 | -0.44 | 0.38 | 0.90 | -0.98 | 0.46 | 2.09 | 1.61 | 1.43 | 2.49 | -1.03 | -1.44 | -1.36 | 1.09 | 0.35 | -0.50 | -0.02 | 0.06 | -0.21 | 1.70 | -0.86 | 0.42 | 10.64 |
| Standard Deviation(%) | NA | 13.93 | 14.26 | 16.09 | 18.11 | NA | NA | … | … | 17.03 | 15.57 | 12.69 | 13.88 | 21.65 | 14.45 | 35.02 | 11.56 | 13.81 | 8.72 | 21.05 | 17.05 | 14.06 | 14.77 | 18.28 | 29.57 | 24.09 | 32.08 | 45.19 | 18.39 | 13.92 | 11.20 | 14.47 | 15.72 | 21.02 | 18.37 | 29.14 | 15.12 | 19.49 | 13.54 | 8.05 | 11.33 | 9.98 | 11.44 | 15.09 | 16.07 | 10.97 |
| Draw Down(%) | NA | 11.01 | 13.64 | 27.55 | 48.43 | NA | NA | … | … | 11.01 | 13.64 | 7.77 | 9.44 | 27.55 | 9.14 | 41.19 | 12.12 | 27.19 | 3.41 | 15.90 | 17.75 | 15.69 | 10.78 | 17.12 | 27.73 | 21.91 | 30.72 | 55.91 | 12.91 | 14.15 | 7.08 | 11.87 | 18.64 | 28.99 | 33.68 | 39.20 | 8.70 | 27.53 | 15.58 | 6.87 | 6.95 | 11.91 | 9.79 | 17.76 | 15.31 | 0.09 |
| Yield(%) | 0.00 | 3.39 | 5.02 | 4.22 | 4.41 | 3.36 | 3.15 | … | … | 0.00 | 4.20 | 4.68 | 5.67 | 3.44 | 5.44 | 2.68 | 4.56 | 3.35 | 2.82 | 6.21 | 1.25 | 3.28 | 0.94 | 2.74 | 3.17 | 3.41 | 2.97 | 2.00 | 6.86 | 1.56 | 1.56 | 0.00 | 0.79 | 0.00 | 7.74 | 0.95 | 1.47 | 3.06 | 3.88 | 2.34 | 2.28 | 0.00 | 0.52 | 0.78 | 0.45 | 1.91 |
Data as of 06/04/2026, Common starting date is 12/24/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIESX (JPMORGAN INTERNATIONAL VALUE FUND SELECT CLASS) |
-29.36%
Mar 2000 – Mar 2003 |
-16.06%
Mar 1998 – Mar 2003 |
-5.86%
Mar 1993 – Mar 2003 |
-2.68%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIESX (JPMORGAN INTERNATIONAL VALUE FUND SELECT CLASS) |
35.47%
Mar 2003 – Mar 2006 |
25.33%
Oct 2002 – Oct 2007 |
11.81%
Feb 2016 – Feb 2026 |
8.73%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart