Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMUEX (JPMORGAN U.S. EQUITY FUND INSTITUTIONAL CLASS) | 3.00% | 17.59% | 18.30% | 8.66% | 12.72% | 12.74% | 10.75% | … | … |
Data as of 06/05/2026, Common starting date is 12/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMUEX (JPMORGAN U.S. EQUITY FUND INSTITUTIONAL CLASS) | 12/23/1993 | 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 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.70 | 17.59 | 18.30 | 8.66 | 12.72 | 12.74 | 10.75 | … | … | 3.00 | 14.60 | 24.08 | 27.27 | -21.79 | 16.75 | 19.38 | 32.25 | -5.90 | 21.52 | 10.88 | 0.68 | 13.67 | 36.05 | 17.35 | -1.51 | 14.50 | 33.28 | -34.64 | 10.29 | 17.34 | 2.63 | 11.19 | 32.64 | -26.50 | -9.30 | -6.46 | 14.89 | 25.29 | 28.44 | 21.23 | 24.50 | -2.95 | 0.69 |
| Sharpe Ratio | NA | 1.56 | 1.08 | 0.38 | 0.60 | NA | NA | … | … | 0.87 | 0.62 | 1.54 | 1.79 | -0.95 | 0.94 | 0.54 | 2.31 | -0.41 | 2.86 | 0.71 | 0.04 | 1.09 | 3.01 | 1.25 | -0.06 | 0.77 | 1.21 | -0.86 | 0.45 | 1.37 | 0.04 | 0.89 | 1.87 | -1.01 | -0.51 | -0.47 | 0.72 | 1.12 | 1.49 | 1.67 | 2.39 | -0.59 | NA |
| Standard Deviation(%) | NA | 12.26 | 15.31 | 17.97 | 18.96 | NA | NA | … | … | 14.28 | 19.08 | 13.32 | 13.35 | 24.49 | 17.71 | 35.10 | 13.30 | 18.02 | 7.32 | 14.94 | 16.55 | 12.52 | 11.98 | 13.98 | 24.30 | 18.66 | 27.38 | 41.28 | 16.00 | 10.18 | 10.21 | 11.41 | 17.08 | 27.25 | 23.44 | 22.96 | 15.99 | 19.47 | 16.56 | 10.44 | 8.60 | 10.17 | NA |
| Draw Down(%) | NA | 12.02 | 19.60 | 30.64 | 33.35 | NA | NA | … | … | 11.93 | 19.11 | 8.24 | 9.44 | 24.50 | 12.51 | 33.35 | 6.81 | 20.98 | 2.61 | 13.12 | 12.76 | 8.62 | 5.71 | 11.22 | 20.19 | 15.92 | 25.45 | 46.30 | 8.79 | 7.49 | 7.22 | 8.14 | 14.09 | 37.27 | 30.05 | 16.80 | 14.54 | 21.01 | 10.59 | 9.56 | 5.32 | 9.07 | NA |
| Yield(%) | 0.00 | 6.22 | 6.15 | 3.65 | 6.90 | 8.86 | 7.74 | … | … | 0.00 | 6.34 | 7.47 | 2.56 | 0.89 | 0.80 | 0.98 | 12.01 | 11.94 | 9.64 | 5.13 | 5.86 | 10.39 | 9.67 | 3.91 | 1.87 | 0.87 | 2.04 | 1.48 | 15.03 | 13.84 | 2.56 | 1.30 | 1.16 | 0.65 | 0.48 | 6.05 | 19.12 | 28.63 | 20.89 | 11.96 | 1.92 | 1.48 | 0.22 |
Data as of 06/05/2026, Common starting date is 12/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMUEX (JPMORGAN U.S. EQUITY FUND INSTITUTIONAL CLASS) |
-16.33%
Mar 2000 – Mar 2003 |
-4.97%
Mar 1998 – Mar 2003 |
-2.49%
Feb 1999 – Feb 2009 |
3.90%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMUEX (JPMORGAN U.S. EQUITY FUND INSTITUTIONAL CLASS) |
27.66%
Jul 1996 – Jul 1999 |
23.71%
Feb 2009 – Feb 2014 |
16.64%
Sep 2011 – Sep 2021 |
15.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart