Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSEZX (JPMORGAN SMALL CAP EQUITY FUND CLASS R2) | 6.50% | 8.23% | 7.95% | -5.45% | 3.74% | 6.40% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSEZX (JPMORGAN SMALL CAP EQUITY FUND CLASS R2) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.64 | 8.23 | 7.95 | -5.45 | 3.74 | 6.40 | NA | … | … | 6.50 | -2.86 | 9.38 | 11.46 | -27.77 | -7.24 | 14.56 | 27.82 | -9.41 | 14.99 | 21.47 | -2.23 | 6.59 | 35.41 | 17.49 | 2.33 | 25.70 | 31.27 | 11.83 |
| Sharpe Ratio | NA | 0.49 | 0.32 | -0.34 | 0.11 | NA | NA | … | … | 1.05 | -0.27 | 0.35 | 0.45 | -1.02 | -0.26 | 0.35 | 1.98 | -0.70 | 1.48 | 1.40 | -0.16 | 0.49 | 2.91 | 1.26 | 0.08 | 1.25 | 1.13 | 2.43 |
| Standard Deviation(%) | NA | 16.92 | 18.45 | 22.96 | 22.47 | NA | NA | … | … | 18.06 | 21.41 | 16.48 | 17.40 | 28.63 | 28.20 | 40.62 | 13.28 | 15.55 | 9.70 | 15.14 | 14.42 | 13.41 | 12.16 | 13.99 | 28.16 | 20.47 | 27.52 | 61.02 |
| Draw Down(%) | NA | 11.96 | 25.73 | 48.12 | 48.12 | NA | NA | … | … | 11.96 | 22.58 | 8.65 | 19.29 | 29.39 | 26.29 | 41.68 | 7.49 | 24.15 | 5.44 | 10.71 | 12.13 | 10.53 | 5.80 | 8.95 | 24.53 | 16.68 | 22.31 | 12.42 |
| Yield(%) | 0.00 | 21.54 | 13.26 | 4.78 | 6.13 | 7.79 | 11.23 | … | … | 0.00 | 20.76 | 12.71 | 5.17 | 0.00 | 0.00 | 0.09 | 5.82 | 6.91 | 6.39 | 3.60 | 7.33 | 11.13 | 6.76 | 11.10 | 5.29 | 3.74 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSEZX (JPMORGAN SMALL CAP EQUITY FUND CLASS R2) |
-13.26%
Apr 2021 – Apr 2024 |
-6.22%
Mar 2021 – Mar 2026 |
2.43%
Oct 2013 – Oct 2023 |
5.60%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSEZX (JPMORGAN SMALL CAP EQUITY FUND CLASS R2) |
28.91%
Feb 2009 – Feb 2012 |
26.02%
Feb 2009 – Feb 2014 |
16.69%
Feb 2009 – Feb 2019 |
10.69%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart