Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSECX (JPMORGAN SMALL CAP EQUITY FUND CLASS C) | 8.65% | 10.63% | 8.59% | -8.83% | 1.64% | 4.87% | 5.41% | … | … |
Data as of 06/04/2026, Common starting date is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSECX (JPMORGAN SMALL CAP EQUITY FUND CLASS C) | 03/01/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 10.63 | 8.59 | -8.83 | 1.64 | 4.87 | 5.41 | … | … | 8.65 | -2.71 | 9.01 | 11.27 | -34.20 | -16.51 | 13.00 | 27.53 | -9.63 | 14.73 | 21.15 | -2.52 | 6.29 | 35.11 | 17.10 | 2.18 | 25.37 | 31.07 | -27.63 | 2.89 | 17.68 | 9.59 |
| Sharpe Ratio | NA | 0.50 | 0.31 | -0.43 | 0.00 | NA | NA | … | … | 1.03 | -0.26 | 0.33 | 0.44 | -1.05 | -0.45 | 0.31 | 1.96 | -0.71 | 1.46 | 1.38 | -0.18 | 0.47 | 2.89 | 1.23 | 0.08 | 1.24 | 1.12 | -0.72 | -0.02 | 1.00 | 0.65 |
| Standard Deviation(%) | NA | 16.89 | 18.45 | 26.65 | 24.43 | NA | NA | … | … | 17.98 | 21.44 | 16.48 | 17.40 | 34.04 | 36.98 | 40.72 | 13.27 | 15.57 | 9.70 | 15.13 | 14.42 | 13.44 | 12.16 | 14.02 | 28.03 | 20.41 | 27.54 | 39.47 | 17.50 | 14.26 | 14.18 |
| Draw Down(%) | NA | 11.98 | 25.89 | 57.46 | 57.46 | NA | NA | … | … | 11.98 | 22.66 | 8.74 | 19.43 | 35.67 | 33.52 | 41.71 | 7.49 | 24.19 | 5.45 | 10.74 | 12.21 | 10.59 | 5.84 | 8.99 | 24.54 | 16.70 | 22.34 | 44.47 | 12.57 | 12.26 | 9.96 |
| Yield(%) | 0.00 | 42.92 | 22.80 | 6.73 | 7.86 | 9.05 | 9.02 | … | … | 0.00 | 41.34 | 22.51 | 8.82 | 0.00 | 0.00 | 0.12 | 7.92 | 9.07 | 8.18 | 4.61 | 9.12 | 13.47 | 8.07 | 12.90 | 6.00 | 4.30 | 0.00 | 0.00 | 6.79 | 5.37 | 13.98 |
Data as of 06/04/2026, Common starting date is 03/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSECX (JPMORGAN SMALL CAP EQUITY FUND CLASS C) |
-18.86%
Apr 2021 – Apr 2024 |
-9.95%
Mar 2021 – Mar 2026 |
0.10%
Oct 2013 – Oct 2023 |
3.92%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSECX (JPMORGAN SMALL CAP EQUITY FUND CLASS C) |
28.66%
Feb 2009 – Feb 2012 |
25.74%
Feb 2009 – Feb 2014 |
16.41%
Feb 2009 – Feb 2019 |
10.77%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart