Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSVQX (JPMORGAN SMALL CAP VALUE FUND CLASS R4) | 17.87% | 42.58% | 18.20% | 7.22% | 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 |
|---|---|---|
| JSVQX (JPMORGAN SMALL CAP VALUE FUND CLASS R4) | 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 (%) | 0.18 | 42.58 | 18.20 | 7.22 | NA | NA | NA | … | … | 17.87 | 4.80 | 8.83 | 12.99 | -13.37 | 32.48 | 6.12 | 19.15 | -13.98 | 3.09 | 15.14 |
| Sharpe Ratio | NA | 2.17 | 0.74 | 0.23 | NA | NA | NA | … | … | 2.35 | 0.09 | 0.26 | 0.46 | -0.60 | 1.41 | 0.13 | 1.12 | -0.94 | 0.19 | 3.63 |
| Standard Deviation(%) | NA | 17.89 | 20.31 | 21.32 | NA | NA | NA | … | … | 18.45 | 22.86 | 20.09 | 20.27 | 24.66 | 22.97 | 46.25 | 15.76 | 16.38 | 12.88 | 16.06 |
| Draw Down(%) | NA | 9.46 | 26.15 | 26.15 | NA | NA | NA | … | … | 9.46 | 22.25 | 9.82 | 18.85 | 21.71 | 11.67 | 43.36 | 11.74 | 25.40 | 9.03 | 6.80 |
| Yield(%) | 0.00 | 10.20 | 6.74 | 6.86 | 7.18 | 4.79 | 3.59 | … | … | 0.00 | 9.51 | 6.77 | 1.73 | 7.45 | 18.94 | 0.84 | 6.89 | 12.03 | 6.13 | 0.69 |
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 |
|---|---|---|---|---|
| JSVQX (JPMORGAN SMALL CAP VALUE FUND CLASS R4) |
-10.94%
Mar 2017 – Mar 2020 |
2.53%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSVQX (JPMORGAN SMALL CAP VALUE FUND CLASS R4) |
22.75%
Mar 2020 – Mar 2023 |
16.26%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart