Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JPVZX (JPMORGAN INTERNATIONAL VALUE FUND CLASS R2) | 28.94% | 26.77% | 22.24% | 16.45% | 6.12% | 5.97% | NA | 7.33% |
Data as of 07/24/2025, AR inception is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPVZX (JPMORGAN INTERNATIONAL VALUE FUND CLASS R2) | 11/14/2008 | 07/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.38 | 26.77 | 22.24 | 16.45 | 6.12 | 5.97 | NA | 7.33 | 28.94 | 9.24 | 18.31 | -5.86 | 15.94 | -4.61 | 14.74 | -19.03 | 21.41 | 1.67 | -3.61 | -10.88 | 20.59 | 16.95 | -13.57 | 9.33 | 28.41 | 5.97 |
| Sharpe Ratio | NA | 1.07 | 1.21 | 0.81 | 0.22 | NA | NA | 0.29 | 2.59 | 0.21 | 1.02 | -0.34 | 1.10 | -0.14 | 1.15 | -1.48 | 2.39 | 0.07 | -0.21 | -0.84 | 1.39 | 0.93 | -0.46 | 0.38 | 0.88 | 1.02 |
| Standard Deviation(%) | NA | 16.43 | 15.60 | 16.57 | 18.56 | NA | NA | 20.79 | 18.06 | 12.67 | 13.91 | 21.68 | 14.45 | 35.12 | 11.57 | 13.84 | 8.73 | 21.03 | 17.10 | 12.97 | 14.78 | 18.28 | 29.54 | 24.13 | 32.12 | 59.30 |
| Draw Down(%) | NA | 13.71 | 14.48 | 27.87 | 49.08 | NA | NA | 49.08 | 13.71 | 7.83 | 9.41 | 27.87 | 9.18 | 41.27 | 12.25 | 27.58 | 3.47 | 15.95 | 17.96 | 15.77 | 10.77 | 17.27 | 27.82 | 21.59 | 30.75 | 13.75 |
| Yield(%) | 0.00 | 3.80 | 4.78 | 4.86 | 3.16 | 3.39 | 3.40 | 4.25 | 0.00 | 4.25 | 5.31 | 3.13 | 5.00 | 2.29 | 3.70 | 3.10 | 2.33 | 5.61 | 0.89 | 2.96 | 1.71 | 2.36 | 2.58 | 4.04 | 2.93 | 0.00 |
Data as of 07/24/2025, AR inception is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPVZX (JPMORGAN INTERNATIONAL VALUE FUND CLASS R2) |
-10.17%
Mar 2017 - Mar 2020 |
-6.16%
Mar 2015 - Mar 2020 |
-1.14%
Mar 2010 - Mar 2020 |
3.87%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPVZX (JPMORGAN INTERNATIONAL VALUE FUND CLASS R2) |
21.04%
Jun 2022 - Jun 2025 |
17.40%
Mar 2020 - Mar 2025 |
7.46%
Feb 2009 - Feb 2019 |
6.88%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart