Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMIEX (JPMORGAN EMERGING MARKETS EQUITY FUND CLASS L) | 21.49% | 50.02% | 22.24% | 3.71% | 10.57% | 5.97% | 7.24% | … | … |
Data as of 06/05/2026, Common starting date is 12/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMIEX (JPMORGAN EMERGING MARKETS EQUITY FUND CLASS L) | 12/29/1994 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.22 | 50.02 | 22.24 | 3.71 | 10.57 | 5.97 | 7.24 | … | … | 21.49 | 37.70 | 3.48 | 7.32 | -25.68 | -13.08 | 34.88 | 32.04 | -15.90 | 42.70 | 13.39 | -15.91 | 0.35 | -5.23 | 19.01 | -16.98 | 18.30 | 67.19 | -49.51 | 36.97 | 34.96 | 28.28 | 36.28 | 50.90 | -8.84 | -4.12 | -30.22 | 59.40 | -30.33 | -7.70 | 8.85 | -9.68 | 0.31 |
| Sharpe Ratio | NA | 3.06 | 1.23 | 0.13 | 0.51 | NA | NA | … | … | 3.44 | 1.91 | -0.22 | 0.22 | -1.07 | -0.63 | 1.13 | 2.21 | -0.97 | 4.04 | 0.69 | -0.91 | 0.03 | -0.37 | 1.17 | -0.68 | 0.88 | 2.16 | -1.03 | 1.35 | 1.69 | 2.07 | 2.12 | 3.66 | -0.65 | -0.34 | -1.73 | 3.52 | -1.44 | -0.67 | 0.70 | -1.14 | NA |
| Standard Deviation(%) | NA | 19.43 | 17.48 | 19.31 | 19.55 | NA | NA | … | … | 24.95 | 18.58 | 14.36 | 14.31 | 25.47 | 20.93 | 30.41 | 13.86 | 17.87 | 10.45 | 19.04 | 17.50 | 12.97 | 14.07 | 16.30 | 25.02 | 20.79 | 31.08 | 48.71 | 25.37 | 18.86 | 12.64 | 16.69 | 13.72 | 15.34 | 19.32 | 19.87 | 15.98 | 23.43 | 16.66 | 7.53 | 11.89 | 0.00 |
| Draw Down(%) | NA | 12.56 | 15.06 | 46.57 | 51.08 | NA | NA | … | … | 12.56 | 14.82 | 10.83 | 15.07 | 36.78 | 26.37 | 31.81 | 8.56 | 27.38 | 5.32 | 11.61 | 24.16 | 15.22 | 16.70 | 15.47 | 26.72 | 16.89 | 23.39 | 60.71 | 17.52 | 23.40 | 11.31 | 18.78 | 12.63 | 29.97 | 33.10 | 37.23 | 10.07 | 46.55 | 29.84 | 8.23 | 19.35 | 0.00 |
| Yield(%) | 0.00 | 1.66 | 1.71 | 0.83 | 1.34 | 0.97 | 1.44 | … | … | 0.00 | 1.87 | 1.56 | 1.64 | 0.39 | 0.50 | 0.18 | 1.06 | 0.78 | 0.62 | 0.94 | 0.82 | 1.08 | 0.72 | 0.76 | 0.18 | 0.66 | 0.66 | 1.28 | 0.46 | 0.78 | 0.47 | 0.00 | 2.00 | 0.58 | 0.82 | 0.07 | 0.95 | 5.91 | 6.10 | 0.94 | 0.76 | 0.49 |
Data as of 06/05/2026, Common starting date is 12/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMIEX (JPMORGAN EMERGING MARKETS EQUITY FUND CLASS L) |
-17.89%
Aug 1995 – Aug 1998 |
-12.87%
Sep 1997 – Sep 2002 |
1.47%
Oct 2007 – Oct 2017 |
0.22%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMIEX (JPMORGAN EMERGING MARKETS EQUITY FUND CLASS L) |
47.40%
Mar 2003 – Mar 2006 |
39.37%
Oct 2002 – Oct 2007 |
17.80%
Mar 2003 – Mar 2013 |
13.61%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart