Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIHIX (JPMorgan International Hedged Equity Fund) | NA | 7.43% | 12.50% | 7.25% | 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 |
|---|---|---|
| JIHIX (JPMorgan International Hedged Equity Fund) | 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 | 7.43 | 12.50 | 7.25 | NA | NA | NA | … | … | 13.59 | 5.06 | 11.80 | -9.52 | 10.02 | -1.76 | 9.87 |
| Sharpe Ratio | NA | 0.53 | 1.05 | 0.58 | NA | NA | NA | … | … | 1.90 | -0.17 | 0.90 | -1.14 | 1.29 | -0.10 | 1.62 |
| Standard Deviation(%) | NA | 8.25 | 8.62 | 8.71 | NA | NA | NA | … | … | 8.58 | 8.79 | 8.44 | 9.57 | 7.77 | 19.94 | 7.06 |
| Draw Down(%) | NA | 6.79 | 8.52 | 17.63 | NA | NA | NA | … | … | 6.40 | 6.50 | 8.52 | 16.74 | 4.81 | 19.01 | 4.07 |
| Yield(%) | 0.00 | 2.61 | 2.93 | 2.64 | 1.74 | 1.16 | 0.87 | … | … | 0.00 | 2.93 | 2.99 | 2.00 | 2.73 | 1.78 | 4.71 |
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 |
|---|---|---|---|---|
| JIHIX (JPMorgan International Hedged Equity Fund) |
-1.83%
Sep 2019 – Sep 2022 |
2.81%
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 |
|---|---|---|---|---|
| JIHIX (JPMorgan International Hedged Equity Fund) |
10.93%
Jun 2022 – Jun 2025 |
7.82%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart