Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMEEX (JPMORGAN MID CAP EQUITY FUND CLASS R5) | 7.68% | 14.32% | 13.62% | 6.23% | 11.26% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMEEX (JPMORGAN MID CAP EQUITY FUND CLASS R5) | 03/19/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 14.32 | 13.62 | 6.23 | 11.26 | NA | NA | … | … | 7.68 | 1.48 | 14.18 | 16.33 | -15.92 | 20.15 | 22.82 | 32.91 | -8.05 | 21.46 | 7.46 | 0.15 | 8.28 |
| Sharpe Ratio | NA | 0.91 | 0.71 | 0.20 | 0.49 | NA | NA | … | … | 1.03 | -0.08 | 0.83 | 0.86 | -0.71 | 1.25 | 0.56 | 2.38 | -0.58 | 2.56 | 0.47 | 0.01 | 0.83 |
| Standard Deviation(%) | NA | 12.40 | 14.91 | 17.33 | 19.65 | NA | NA | … | … | 13.68 | 18.65 | 12.73 | 14.95 | 24.39 | 16.04 | 40.13 | 13.20 | 16.47 | 8.18 | 15.32 | 14.84 | 12.80 |
| Draw Down(%) | NA | 8.22 | 20.57 | 24.98 | 38.32 | NA | NA | … | … | 8.22 | 18.94 | 7.17 | 12.75 | 22.95 | 8.31 | 38.32 | 6.48 | 21.84 | 3.12 | 14.90 | 12.68 | 9.42 |
| Yield(%) | 0.00 | 6.29 | 4.69 | 4.30 | 7.79 | 5.95 | 4.47 | … | … | 0.00 | 6.30 | 5.11 | 0.74 | 2.50 | 8.45 | 12.82 | 10.63 | 10.65 | 6.81 | 3.63 | 4.99 | 5.24 |
Data as of 06/04/2026, Common starting date is 03/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMEEX (JPMORGAN MID CAP EQUITY FUND CLASS R5) |
2.13%
Mar 2017 – Mar 2020 |
3.02%
Mar 2015 – Mar 2020 |
9.14%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMEEX (JPMORGAN MID CAP EQUITY FUND CLASS R5) |
25.17%
Dec 2018 – Dec 2021 |
18.16%
Oct 2016 – Oct 2021 |
12.28%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart