Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSERX (JPMORGAN SMALL CAP EQUITY FUND CLASS R5) | -8.36% | -9.10% | -3.90% | 1.58% | 3.20% | 7.11% | NA | 7.17% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSERX (JPMORGAN SMALL CAP EQUITY FUND CLASS R5) | 05/17/2006 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 05/17/2006.
AR inception is since 05/17/2006.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.68 | -9.10 | -3.90 | 1.58 | 3.20 | 7.11 | NA | 7.17 | -8.36 | 1.31 | 8.59 | -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 | -0.56 | -0.38 | -0.03 | 0.07 | NA | NA | 0.25 | -0.88 | -0.28 | 0.25 | -0.97 | -0.10 | 0.39 | 2.06 | -0.65 | 1.57 | 1.46 | -0.10 | 0.55 | 3.00 | 1.32 | 0.11 | 1.30 | 1.17 | -0.70 | 0.06 | 0.67 |
| Standard Deviation(%) | NA | 23.29 | 22.11 | 22.98 | 21.94 | NA | NA | 22.25 | 28.26 | 18.86 | 17.20 | 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 | 31.52 | 31.52 | 45.02 | 45.02 | NA | NA | 48.54 | 22.47 | 15.95 | 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 | 0.49 | 0.56 | 0.62 | 3.25 | 6.05 | 5.62 | 6.24 | 0.00 | 0.50 | 1.03 | 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 |
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) |
-11.38%
Apr 2021 - Apr 2024 |
-2.23%
Sep 2018 - Sep 2023 |
2.91%
Apr 2015 - Apr 2025 |
6.88%
Apr 2010 - Apr 2025 |
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 |
12.00%
Jul 2006 - Jul 2021 |
Annualized Rolling Returns Comparison Chart