Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSCHX (JPMORGAN SMALL CAP BLEND FUND CLASS R6) | 13.57% | 24.75% | 13.26% | 4.36% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSCHX (JPMORGAN SMALL CAP BLEND FUND CLASS R6) | 07/03/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.18 | 24.75 | 13.26 | 4.36 | NA | NA | NA | … | … | 13.57 | 0.87 | 10.85 | 15.71 | -18.63 | 14.63 | 25.28 | 30.89 | -12.93 |
| Sharpe Ratio | NA | 1.52 | 0.59 | 0.12 | NA | NA | NA | … | … | 2.30 | -0.09 | 0.39 | 0.67 | -0.76 | 0.74 | 0.61 | 1.92 | -1.14 |
| Standard Deviation(%) | NA | 17.05 | 19.36 | 20.74 | NA | NA | NA | … | … | 18.03 | 21.77 | 18.55 | 18.16 | 26.47 | 19.60 | 40.56 | 15.31 | 22.95 |
| Draw Down(%) | NA | 10.22 | 25.93 | 29.29 | NA | NA | NA | … | … | 10.22 | 23.50 | 9.85 | 16.64 | 26.03 | 10.83 | 38.26 | 8.48 | 23.10 |
| Yield(%) | 0.00 | 5.10 | 2.61 | 2.78 | 4.32 | 2.88 | 2.16 | … | … | 0.00 | 4.82 | 1.24 | 0.66 | 1.79 | 7.02 | 2.27 | 3.79 | 23.17 |
Data as of 06/05/2026, Common starting date is 07/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCHX (JPMORGAN SMALL CAP BLEND FUND CLASS R6) |
-1.79%
Apr 2021 – Apr 2024 |
2.42%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCHX (JPMORGAN SMALL CAP BLEND FUND CLASS R6) |
23.41%
Dec 2018 – Dec 2021 |
13.01%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart