Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSCZX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R2) | 19.30% | 40.64% | 17.31% | 6.85% | 9.71% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSCZX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R2) | 11/03/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 40.64 | 17.31 | 6.85 | 9.71 | NA | NA | … | … | 19.30 | 3.34 | 2.74 | 13.75 | -21.74 | -6.82 | 14.17 | 21.24 | -12.56 | 8.26 | 19.90 | -3.75 | 7.85 | 39.70 | 20.73 | -1.88 |
| Sharpe Ratio | NA | 1.99 | 0.68 | 0.19 | 0.35 | NA | NA | … | … | 2.38 | 0.02 | -0.17 | 0.49 | -0.85 | -0.20 | 0.32 | 1.22 | -0.79 | 0.63 | 1.08 | -0.23 | 0.49 | 2.70 | 1.25 | -0.35 |
| Standard Deviation(%) | NA | 19.01 | 20.99 | 22.03 | 23.42 | NA | NA | … | … | 20.21 | 23.96 | 22.68 | 19.35 | 27.23 | 35.03 | 43.89 | 16.23 | 17.52 | 12.10 | 18.25 | 16.46 | 16.13 | 14.71 | 16.68 | 33.44 |
| Draw Down(%) | NA | 11.17 | 28.48 | 28.71 | 43.08 | NA | NA | … | … | 11.17 | 24.72 | 16.03 | 17.64 | 25.62 | 30.86 | 41.52 | 11.01 | 26.02 | 6.52 | 14.75 | 15.99 | 12.56 | 5.55 | 13.70 | 11.24 |
| Yield(%) | 0.00 | 9.36 | 6.56 | 7.83 | 7.93 | 9.53 | 7.15 | … | … | 0.00 | 8.68 | 8.74 | 0.00 | 4.69 | 27.88 | 0.08 | 0.06 | 10.26 | 6.68 | 0.01 | 4.28 | 3.50 | 2.58 | 0.44 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCZX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R2) |
-7.34%
Mar 2017 – Mar 2020 |
-2.53%
Mar 2015 – Mar 2020 |
5.04%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSCZX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R2) |
22.07%
Dec 2011 – Dec 2014 |
15.98%
Dec 2011 – Dec 2016 |
12.80%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart