Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIHAX (JPMorgan International Hedged Equity Fund A) | NA | 7.34% | 12.27% | 7.03% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 03/21/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIHAX (JPMorgan International Hedged Equity Fund A) | 03/21/2019 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.34 | 12.27 | 7.03 | NA | NA | NA | … | … | 13.56 | 4.83 | 11.53 | -9.75 | 9.76 | -2.03 | 9.64 |
| Sharpe Ratio | NA | 0.52 | 1.03 | 0.56 | NA | NA | NA | … | … | 1.89 | 0.14 | 0.94 | -1.18 | 1.25 | -0.11 | 1.58 |
| Standard Deviation(%) | NA | 8.26 | 8.63 | 8.71 | NA | NA | NA | … | … | 8.60 | 8.81 | 8.45 | 9.53 | 7.76 | 19.98 | 7.04 |
| Draw Down(%) | NA | 6.86 | 8.65 | 17.79 | NA | NA | NA | … | … | 6.39 | 6.57 | 8.65 | 16.87 | 4.78 | 19.04 | 4.07 |
| Yield(%) | 0.00 | 2.39 | 2.74 | 2.47 | 1.65 | 1.10 | 0.83 | … | … | 0.00 | 2.68 | 2.65 | 2.07 | 2.51 | 1.70 | 4.68 |
Data as of 09/23/2025, Common starting date is 03/21/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIHAX (JPMorgan International Hedged Equity Fund A) |
-2.07%
Sep 2019 – Sep 2022 |
2.56%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIHAX (JPMorgan International Hedged Equity Fund A) |
10.70%
Jun 2022 – Jun 2025 |
7.58%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart