Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSVUX (JPMORGAN SMALL CAP VALUE FUND CLASS R6) | 17.97% | 42.93% | 18.49% | 2.68% | 7.48% | 8.43% | 7.04% | … | … |
Data as of 06/04/2026, Common starting date is 02/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSVUX (JPMORGAN SMALL CAP VALUE FUND CLASS R6) | 02/28/2005 | 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 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.18 | 42.93 | 18.49 | 2.68 | 7.48 | 8.43 | 7.04 | … | … | 17.97 | 12.52 | 9.13 | 13.30 | -19.67 | 14.21 | 6.32 | 19.48 | -13.79 | 3.41 | 30.49 | -7.42 | 4.36 | 36.66 | 20.67 | -3.77 | 25.93 | 25.18 | -29.77 | -7.05 | 19.31 | 6.97 |
| Sharpe Ratio | NA | 2.19 | 0.75 | 0.01 | 0.25 | NA | NA | … | … | 2.38 | 0.44 | 0.27 | 0.48 | -0.82 | 0.50 | 0.13 | 1.14 | -0.93 | 0.21 | 1.69 | -0.47 | 0.29 | 2.52 | 1.28 | -0.12 | 0.99 | 0.66 | -0.65 | -0.52 | 1.04 | 0.41 |
| Standard Deviation(%) | NA | 17.85 | 20.33 | 22.76 | 24.22 | NA | NA | … | … | 18.40 | 21.80 | 20.18 | 20.24 | 25.75 | 28.10 | 46.21 | 15.76 | 16.40 | 12.93 | 17.90 | 15.90 | 15.03 | 14.54 | 16.21 | 32.98 | 26.07 | 38.00 | 46.83 | 19.85 | 15.40 | 14.36 |
| Draw Down(%) | NA | 9.44 | 26.10 | 39.32 | 46.30 | NA | NA | … | … | 9.44 | 22.23 | 9.83 | 18.69 | 22.90 | 22.14 | 43.32 | 11.62 | 25.36 | 8.86 | 11.40 | 15.29 | 13.36 | 6.03 | 11.97 | 29.28 | 21.57 | 35.25 | 48.51 | 17.92 | 11.28 | 9.73 |
| Yield(%) | 0.00 | 10.40 | 7.06 | 3.17 | 5.16 | 6.27 | 5.27 | … | … | 0.00 | 9.75 | 7.23 | 1.98 | 1.02 | 0.79 | 1.00 | 7.32 | 12.16 | 6.36 | 1.21 | 5.15 | 5.56 | 4.50 | 1.28 | 1.27 | 0.72 | 2.06 | 6.45 | 11.42 | 13.93 | 17.43 |
Data as of 06/04/2026, Common starting date is 02/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSVUX (JPMORGAN SMALL CAP VALUE FUND CLASS R6) |
-18.07%
Feb 2006 – Feb 2009 |
-3.91%
Mar 2015 – Mar 2020 |
2.47%
Oct 2013 – Oct 2023 |
4.18%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSVUX (JPMORGAN SMALL CAP VALUE FUND CLASS R6) |
29.67%
Feb 2009 – Feb 2012 |
27.04%
Feb 2009 – Feb 2014 |
15.65%
Feb 2009 – Feb 2019 |
11.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart