Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSCSX (JPMORGAN U.S. SMALL COMPANY FUND SELECT CLASS) | 19.59% | 41.42% | 17.94% | 1.16% | 7.05% | 8.44% | 7.15% | … | … |
Data as of 06/04/2026, Common starting date is 12/12/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSCSX (JPMORGAN U.S. SMALL COMPANY FUND SELECT CLASS) | 12/12/1985 | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 41.42 | 17.94 | 1.16 | 7.05 | 8.44 | 7.15 | … | … | 19.59 | 10.19 | 11.47 | 14.39 | -20.97 | -4.81 | 15.03 | 21.91 | -12.11 | 8.80 | 20.55 | -3.44 | 8.47 | 40.32 | 21.41 | -3.86 | 26.89 | 34.35 | -34.28 | -6.35 | 15.79 | 3.93 | 13.77 | 39.72 | -20.68 | -9.53 | -16.68 | 44.00 | -17.11 | 6.33 | 10.50 | 17.12 | -12.77 | -8.18 | 19.05 | 59.49 | -25.74 | 28.96 | 13.66 | -7.20 | 13.40 | 5.14 |
| Sharpe Ratio | NA | 2.04 | 0.71 | -0.06 | 0.22 | NA | NA | … | … | 2.41 | 0.32 | 0.38 | 0.56 | -0.83 | -0.14 | 0.33 | 1.26 | -0.77 | 0.68 | 1.11 | -0.21 | 0.52 | 2.74 | 1.29 | -0.12 | 1.01 | 0.95 | -0.78 | -0.46 | 0.71 | 0.10 | 0.74 | 2.16 | -0.95 | -0.51 | -0.58 | 2.46 | -0.86 | 0.17 | 0.59 | 1.20 | -1.45 | -0.65 | 1.06 | 2.99 | -1.63 | 1.91 | 0.63 | -0.35 | 0.72 | 8.47 |
| Standard Deviation(%) | NA | 18.96 | 20.96 | 24.97 | 24.86 | NA | NA | … | … | 20.23 | 22.83 | 20.74 | 19.29 | 27.23 | 33.79 | 43.97 | 16.23 | 17.51 | 12.11 | 18.28 | 16.47 | 16.14 | 14.71 | 16.68 | 33.36 | 26.40 | 36.00 | 45.02 | 20.72 | 17.41 | 16.27 | 17.25 | 18.08 | 22.99 | 23.81 | 35.99 | 16.50 | 23.91 | 15.95 | 11.46 | 10.96 | 10.89 | 15.92 | 15.50 | 18.46 | 19.14 | 12.04 | 13.98 | 32.94 | 12.48 | 21.38 |
| Draw Down(%) | NA | 11.05 | 28.34 | 45.22 | 45.22 | NA | NA | … | … | 11.05 | 24.63 | 11.30 | 17.51 | 25.46 | 29.66 | 41.43 | 10.88 | 25.92 | 6.44 | 14.69 | 15.91 | 12.43 | 5.57 | 13.55 | 30.51 | 21.09 | 31.56 | 50.32 | 19.17 | 15.34 | 10.67 | 16.04 | 16.00 | 35.11 | 29.89 | 41.42 | 11.92 | 39.37 | 14.99 | 13.24 | 7.19 | 18.78 | 13.72 | 19.59 | 13.49 | 37.82 | 9.79 | 13.70 | 44.54 | 16.62 | 0.00 |
| Yield(%) | 0.00 | 8.81 | 6.42 | 2.53 | 4.07 | 5.25 | 4.91 | … | … | 0.00 | 8.19 | 8.42 | 0.45 | 0.35 | 0.00 | 0.48 | 0.65 | 9.97 | 6.64 | 0.37 | 4.41 | 3.52 | 2.66 | 0.81 | 0.27 | 0.22 | 1.28 | 0.88 | 25.76 | 14.56 | 10.55 | 14.31 | 0.29 | 0.00 | 0.24 | 0.16 | 0.08 | 0.28 | 0.55 | 0.91 | 1.31 | 0.94 | 0.38 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.34 |
Data as of 06/04/2026, Common starting date is 12/12/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCSX (JPMORGAN U.S. SMALL COMPANY FUND SELECT CLASS) |
-22.91%
Feb 2000 – Feb 2003 |
-10.15%
Mar 1998 – Mar 2003 |
-3.28%
Mar 1993 – Mar 2003 |
-1.50%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCSX (JPMORGAN U.S. SMALL COMPANY FUND SELECT CLASS) |
31.46%
Feb 2009 – Feb 2012 |
28.84%
Feb 2009 – Feb 2014 |
17.14%
Feb 2009 – Feb 2019 |
11.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart