Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPUS (JPMorgan Diversified Return Use Equity) | 12.00% | 21.76% | 16.27% | 9.48% | 11.47% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPUS (JPMorgan Diversified Return Use Equity) | 09/30/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 21.76 | 16.27 | 9.48 | 11.47 | NA | NA | … | … | 12.00 | 11.18 | 13.48 | 10.97 | -8.47 | 29.08 | 7.54 | 25.51 | -6.12 | 20.58 | 11.11 | 6.56 |
| Sharpe Ratio | NA | 1.78 | 1.05 | 0.48 | 0.59 | NA | NA | … | … | 2.35 | 0.56 | 0.92 | 0.57 | -0.49 | 2.32 | 0.20 | 2.17 | -0.52 | 3.24 | 0.82 | 2.51 |
| Standard Deviation(%) | NA | 10.37 | 12.53 | 14.50 | 16.83 | NA | NA | … | … | 11.19 | 14.99 | 10.69 | 12.90 | 20.37 | 12.53 | 35.57 | 11.10 | 14.46 | 6.18 | 13.21 | 11.32 |
| Draw Down(%) | NA | 6.90 | 15.96 | 19.04 | 38.69 | NA | NA | … | … | 6.90 | 13.06 | 7.79 | 10.63 | 19.04 | 5.18 | 38.69 | 6.00 | 17.85 | 2.11 | 10.65 | 4.03 |
| Yield(%) | 0.00 | 2.42 | 2.74 | 2.40 | 3.18 | 2.42 | 1.82 | … | … | 0.43 | 2.46 | 2.35 | 2.46 | 2.11 | 2.14 | 2.04 | 2.58 | 1.98 | 1.48 | 0.88 | 0.51 |
Data as of 06/04/2026, Common starting date is 09/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPUS (JPMorgan Diversified Return Use Equity) |
-0.44%
Mar 2017 – Mar 2020 |
7.06%
Sep 2018 – Sep 2023 |
10.45%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPUS (JPMorgan Diversified Return Use Equity) |
20.33%
Dec 2018 – Dec 2021 |
16.98%
Mar 2020 – Mar 2025 |
12.38%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart