Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSEPX (JPMORGAN SMALL CAP EQUITY FUND CLASS R3) | 8.85% | 10.67% | 8.96% | 2.29% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSEPX (JPMORGAN SMALL CAP EQUITY FUND CLASS R3) | 09/12/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 10.67 | 8.96 | 2.29 | NA | NA | NA | … | … | 8.85 | -20.62 | 9.65 | 11.72 | -16.26 | 15.50 | 18.22 | 28.13 | -9.19 | 15.31 | 7.73 |
| Sharpe Ratio | NA | 0.50 | 0.33 | -0.02 | NA | NA | NA | … | … | 1.07 | -0.78 | 0.37 | 0.47 | -0.71 | 0.92 | 0.44 | 2.01 | -0.68 | 1.52 | 2.32 |
| Standard Deviation(%) | NA | 16.91 | 18.44 | 19.60 | NA | NA | NA | … | … | 18.05 | 30.37 | 16.48 | 17.38 | 24.90 | 16.80 | 40.51 | 13.28 | 15.55 | 9.66 | 11.78 |
| Draw Down(%) | NA | 11.91 | 25.66 | 26.52 | NA | NA | NA | … | … | 11.91 | 25.43 | 8.64 | 19.13 | 24.67 | 8.94 | 41.68 | 7.47 | 24.09 | 5.44 | 5.12 |
| Yield(%) | 0.00 | 20.85 | 13.11 | 10.51 | 10.68 | 7.12 | 5.34 | … | … | 0.00 | 20.11 | 12.53 | 5.55 | 11.38 | 21.82 | 3.48 | 6.16 | 6.95 | 6.89 | 3.37 |
Data as of 06/04/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSEPX (JPMORGAN SMALL CAP EQUITY FUND CLASS R3) |
-2.38%
Mar 2017 – Mar 2020 |
1.06%
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 |
|---|---|---|---|---|
| JSEPX (JPMORGAN SMALL CAP EQUITY FUND CLASS R3) |
20.50%
Dec 2018 – Dec 2021 |
14.91%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart