Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPPEX (JPMORGAN MID CAP EQUITY FUND CLASS R6) | 7.72% | 14.43% | 13.73% | 6.34% | 11.36% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPPEX (JPMORGAN MID CAP EQUITY FUND CLASS R6) | 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 | 14.43 | 13.73 | 6.34 | 11.36 | NA | NA | … | … | 7.72 | 1.43 | 14.28 | 16.46 | -15.83 | 20.25 | 22.96 | 33.03 | -7.96 | 21.54 | 7.51 | 0.20 | 8.31 |
| Sharpe Ratio | NA | 0.92 | 0.72 | 0.20 | 0.49 | NA | NA | … | … | 1.03 | -0.08 | 0.84 | 0.86 | -0.71 | 1.26 | 0.56 | 2.39 | -0.57 | 2.56 | 0.48 | 0.01 | 0.83 |
| Standard Deviation(%) | NA | 12.39 | 14.90 | 17.34 | 19.64 | NA | NA | … | … | 13.68 | 18.64 | 12.72 | 14.94 | 24.41 | 16.05 | 40.11 | 13.19 | 16.46 | 8.18 | 15.32 | 14.84 | 12.83 |
| Draw Down(%) | NA | 8.21 | 20.53 | 24.92 | 38.32 | NA | NA | … | … | 8.21 | 18.92 | 7.16 | 12.71 | 22.89 | 8.30 | 38.32 | 6.46 | 21.81 | 3.10 | 14.90 | 12.66 | 9.41 |
| Yield(%) | 0.00 | 6.44 | 4.82 | 4.43 | 7.93 | 6.06 | 4.54 | … | … | 0.00 | 6.45 | 5.22 | 0.85 | 2.51 | 8.85 | 12.92 | 10.78 | 10.74 | 6.87 | 3.68 | 5.04 | 5.28 |
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 |
|---|---|---|---|---|
| JPPEX (JPMORGAN MID CAP EQUITY FUND CLASS R6) |
2.23%
Mar 2017 – Mar 2020 |
3.10%
Mar 2015 – Mar 2020 |
9.23%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPPEX (JPMORGAN MID CAP EQUITY FUND CLASS R6) |
25.29%
Dec 2018 – Dec 2021 |
18.26%
Oct 2016 – Oct 2021 |
12.38%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart