Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSERX (JPMORGAN SMALL CAP EQUITY FUND CLASS R5) | 6.82% | 8.90% | 8.67% | -3.35% | 5.31% | 7.75% | 7.85% | … | … |
Data as of 06/05/2026, Common starting date is 05/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSERX (JPMORGAN SMALL CAP EQUITY FUND CLASS R5) | 05/17/2006 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | 8.90 | 8.67 | -3.35 | 5.31 | 7.75 | 7.85 | … | … | 6.82 | -2.26 | 10.16 | 12.18 | -24.81 | -2.49 | 15.93 | 28.71 | -8.80 | 15.83 | 22.37 | -1.47 | 7.42 | 36.44 | 18.34 | 3.21 | 26.65 | 32.42 | -26.92 | 3.96 | 8.45 |
| Sharpe Ratio | NA | 0.37 | 0.29 | -0.27 | 0.17 | NA | NA | … | … | 0.79 | -0.24 | 0.40 | 0.49 | -0.97 | -0.10 | 0.38 | 2.05 | -0.66 | 1.57 | 1.46 | -0.10 | 0.55 | 3.00 | 1.32 | 0.11 | 1.30 | 1.17 | -0.70 | 0.05 | 0.66 |
| Standard Deviation(%) | NA | 16.97 | 18.37 | 21.80 | 21.88 | NA | NA | … | … | 17.94 | 21.39 | 16.48 | 17.39 | 27.13 | 24.88 | 40.60 | 13.29 | 15.54 | 9.70 | 15.13 | 14.41 | 13.41 | 12.15 | 14.01 | 28.17 | 20.45 | 27.54 | 39.54 | 17.49 | 15.73 |
| Draw Down(%) | NA | 11.85 | 25.53 | 43.25 | 43.25 | NA | NA | … | … | 11.85 | 22.47 | 8.60 | 18.88 | 26.51 | 23.02 | 41.64 | 7.43 | 24.02 | 5.41 | 10.63 | 11.97 | 10.34 | 5.73 | 8.84 | 24.36 | 16.57 | 22.16 | 44.22 | 12.38 | 8.14 |
| Yield(%) | 0.00 | 16.01 | 10.53 | 4.22 | 5.82 | 7.76 | 8.24 | … | … | 0.00 | 15.46 | 10.01 | 4.41 | 0.27 | 0.29 | 0.51 | 5.62 | 6.41 | 6.12 | 3.48 | 7.05 | 10.51 | 6.74 | 10.83 | 5.48 | 4.10 | 0.63 | 0.29 | 6.33 | 4.54 |
Data as of 06/05/2026, Common starting date is 05/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSERX (JPMORGAN SMALL CAP EQUITY FUND CLASS R5) |
-10.41%
Apr 2021 – Apr 2024 |
-4.14%
Mar 2021 – Mar 2026 |
4.00%
Oct 2013 – Oct 2023 |
6.93%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSERX (JPMORGAN SMALL CAP EQUITY FUND CLASS R5) |
29.97%
Feb 2009 – Feb 2012 |
27.02%
Feb 2009 – Feb 2014 |
17.58%
Feb 2009 – Feb 2019 |
12.11%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart