Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPDVX (JPMORGAN DIVERSIFIED FUND INSTITUTIONAL CLASS) | 3.95% | 13.35% | 12.04% | 1.34% | 5.49% | 6.14% | 6.04% | … | … |
Data as of 06/04/2026, Common starting date is 12/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPDVX (JPMORGAN DIVERSIFIED FUND INSTITUTIONAL CLASS) | 12/23/1993 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.25 | 13.35 | 12.04 | 1.34 | 5.49 | 6.14 | 6.04 | … | … | 3.95 | 13.61 | 10.15 | 14.91 | -19.82 | -3.48 | 8.83 | 20.80 | -7.97 | 17.89 | 6.19 | -0.86 | 7.14 | 18.05 | 16.11 | -1.48 | 14.67 | 27.15 | -25.19 | 6.97 | 12.83 | 4.39 | 9.72 | 21.21 | -12.99 | -5.54 | -3.97 | 14.23 | 18.59 | 18.89 | 13.69 | 20.15 | 0.35 | 0.05 |
| Sharpe Ratio | NA | 1.31 | 0.91 | -0.09 | 0.31 | NA | NA | … | … | 0.65 | 0.97 | 0.72 | 1.28 | -1.39 | -0.20 | 0.40 | 2.77 | -0.92 | 3.44 | 0.61 | -0.09 | 0.93 | 2.21 | 1.74 | -0.09 | 1.14 | 1.48 | -1.07 | 0.37 | 1.34 | 0.31 | 1.15 | 2.05 | -0.90 | -0.63 | -0.66 | 1.06 | 1.37 | 1.69 | 1.43 | 2.58 | -0.41 | NA |
| Standard Deviation(%) | NA | 8.83 | 10.05 | 12.94 | 12.51 | NA | NA | … | … | 11.14 | 11.09 | 9.11 | 8.84 | 15.37 | 17.55 | 21.47 | 6.98 | 10.24 | 5.03 | 9.74 | 9.88 | 7.64 | 8.14 | 9.29 | 16.54 | 12.75 | 18.34 | 24.45 | 10.24 | 7.06 | 6.86 | 7.60 | 10.01 | 15.76 | 12.96 | 12.44 | 10.23 | 11.01 | 8.97 | 6.96 | 6.28 | 6.67 | NA |
| Draw Down(%) | NA | 8.08 | 11.40 | 33.05 | 33.05 | NA | NA | … | … | 8.08 | 11.13 | 5.08 | 8.58 | 21.56 | 17.47 | 25.95 | 3.57 | 15.16 | 1.47 | 8.85 | 9.29 | 5.79 | 6.67 | 7.87 | 15.80 | 9.87 | 17.78 | 34.73 | 6.54 | 6.02 | 4.76 | 6.34 | 9.16 | 21.51 | 19.02 | 10.01 | 6.65 | 12.48 | 5.78 | 4.15 | 3.91 | 7.00 | NA |
| Yield(%) | 0.00 | 13.07 | 7.18 | 3.74 | 5.44 | 5.91 | 5.76 | … | … | 0.00 | 14.06 | 4.35 | 1.52 | 1.12 | 2.09 | 1.95 | 10.44 | 9.29 | 7.66 | 2.71 | 4.30 | 7.60 | 6.87 | 5.12 | 2.55 | 2.80 | 2.89 | 4.12 | 11.32 | 6.05 | 2.24 | 2.11 | 2.01 | 2.01 | 2.01 | 4.89 | 6.04 | 10.37 | 10.88 | 8.44 | 4.27 | 2.55 | 0.44 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JPDVX (JPMORGAN DIVERSIFIED FUND INSTITUTIONAL CLASS) |
-9.16%
Mar 2000 – Mar 2003 |
-2.33%
Feb 2004 – Feb 2009 |
0.14%
Feb 1999 – Feb 2009 |
4.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPDVX (JPMORGAN DIVERSIFIED FUND INSTITUTIONAL CLASS) |
20.81%
Feb 2009 – Feb 2012 |
17.64%
Feb 2009 – Feb 2014 |
11.42%
Feb 2009 – Feb 2019 |
8.64%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart