Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSECX (JPMORGAN SMALL CAP EQUITY FUND CLASS C) | -2.03% | 4.97% | -5.95% | -6.59% | 0.22% | 5.27% | 5.19% | 5.46% |
Data as of 08/05/2025, AR inception is 03/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSECX (JPMORGAN SMALL CAP EQUITY FUND CLASS C) | 03/01/2005 | 08/05/2025 |
| 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 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.17 | 4.97 | -5.95 | -6.59 | 0.22 | 5.27 | 5.19 | 5.46 | -2.03 | -11.91 | 3.20 | -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 | -0.21 | -0.40 | -0.31 | -0.06 | NA | NA | 0.18 | -0.36 | -0.67 | -0.06 | -1.05 | -0.45 | 0.31 | 1.97 | -0.71 | 1.46 | 1.38 | -0.18 | 0.47 | 2.89 | 1.23 | 0.08 | 1.24 | 1.12 | -0.72 | -0.01 | 1.02 | 0.65 |
| Standard Deviation(%) | NA | 21.85 | 23.96 | 26.90 | 24.47 | NA | NA | 22.99 | 24.45 | 27.64 | 17.84 | 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 | 25.89 | 34.03 | 57.65 | 57.65 | NA | NA | 57.65 | 22.66 | 26.25 | 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 | 22.01 | 6.05 | 3.13 | 5.25 | 8.42 | 7.51 | 7.91 | 0.00 | 22.51 | 1.24 | 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 08/05/2025, AR inception 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) |
-20.87%
Apr 2021 - Apr 2024 |
-8.52%
Sep 2018 - Sep 2023 |
-0.53%
Apr 2015 - Apr 2025 |
4.12%
Apr 2010 - Apr 2025 |
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