Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSVRX (JPMORGAN SMALL CAP VALUE FUND CLASS R5) | 17.94% | 42.81% | 18.38% | 7.38% | 9.85% | 9.99% | 8.17% | … | … |
Data as of 06/04/2026, Common starting date is 05/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSVRX (JPMORGAN SMALL CAP VALUE FUND CLASS R5) | 05/17/2006 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 42.81 | 18.38 | 7.38 | 9.85 | 9.99 | 8.17 | … | … | 17.94 | 12.40 | 9.03 | 13.19 | -13.26 | 32.65 | 6.21 | 19.33 | -13.86 | 3.30 | 30.30 | -7.56 | 4.31 | 36.58 | 20.63 | -3.77 | 25.83 | 25.13 | -29.81 | -7.06 | 9.46 |
| Sharpe Ratio | NA | 2.17 | 0.75 | 0.23 | 0.35 | NA | NA | … | … | 2.36 | 0.44 | 0.27 | 0.47 | -0.60 | 1.42 | 0.13 | 1.13 | -0.93 | 0.21 | 1.68 | -0.48 | 0.29 | 2.51 | 1.28 | -0.11 | 0.99 | 0.66 | -0.65 | -0.52 | 0.73 |
| Standard Deviation(%) | NA | 17.89 | 20.32 | 21.33 | 23.56 | NA | NA | … | … | 18.42 | 21.83 | 20.12 | 20.25 | 24.69 | 22.99 | 46.17 | 15.77 | 16.38 | 12.97 | 17.90 | 15.86 | 15.00 | 14.55 | 16.24 | 33.17 | 26.11 | 37.95 | 46.85 | 19.87 | 16.65 |
| Draw Down(%) | NA | 9.46 | 26.14 | 26.14 | 46.40 | NA | NA | … | … | 9.46 | 22.24 | 9.85 | 18.75 | 21.64 | 11.65 | 43.34 | 11.65 | 25.38 | 8.92 | 11.45 | 15.33 | 13.37 | 6.03 | 11.94 | 29.28 | 21.59 | 35.20 | 48.50 | 17.99 | 7.20 |
| Yield(%) | 0.00 | 10.34 | 6.97 | 6.99 | 7.67 | 8.55 | 6.59 | … | … | 0.00 | 9.67 | 7.12 | 1.89 | 7.53 | 19.06 | 0.91 | 7.21 | 12.10 | 6.27 | 1.07 | 5.01 | 5.51 | 4.46 | 1.24 | 1.22 | 0.68 | 2.00 | 6.41 | 11.38 | 12.56 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JSVRX (JPMORGAN SMALL CAP VALUE FUND CLASS R5) |
-11.17%
Jun 2006 – Jun 2009 |
-4.02%
Mar 2015 – Mar 2020 |
4.66%
Mar 2010 – Mar 2020 |
5.90%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSVRX (JPMORGAN SMALL CAP VALUE FUND CLASS R5) |
29.63%
Feb 2009 – Feb 2012 |
26.99%
Feb 2009 – Feb 2014 |
15.56%
Feb 2009 – Feb 2019 |
12.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart