Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSVZX (JPMORGAN SMALL CAP VALUE FUND CLASS R2) | 17.60% | 41.91% | 17.60% | 1.40% | 6.40% | 7.46% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSVZX (JPMORGAN SMALL CAP VALUE FUND CLASS R2) | 11/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 41.91 | 17.60 | 1.40 | 6.40 | 7.46 | NA | … | … | 17.60 | 11.69 | 8.30 | 12.46 | -21.00 | 11.55 | 5.59 | 18.53 | -14.40 | 2.59 | 29.36 | -8.10 | 3.76 | 35.75 | 19.90 | -4.39 | 25.20 | 24.24 | 0.68 |
| Sharpe Ratio | NA | 2.12 | 0.71 | -0.04 | 0.20 | NA | NA | … | … | 2.30 | 0.41 | 0.23 | 0.44 | -0.87 | 0.40 | 0.11 | 1.08 | -0.97 | 0.15 | 1.63 | -0.51 | 0.25 | 2.46 | 1.23 | -0.13 | 0.96 | 0.64 | 0.07 |
| Standard Deviation(%) | NA | 17.90 | 20.31 | 23.04 | 24.36 | NA | NA | … | … | 18.49 | 21.79 | 20.10 | 20.24 | 26.01 | 29.03 | 46.25 | 15.76 | 16.38 | 12.95 | 17.89 | 15.90 | 15.01 | 14.54 | 16.22 | 33.19 | 26.10 | 37.92 | 79.65 |
| Draw Down(%) | NA | 9.50 | 26.31 | 41.72 | 46.98 | NA | NA | … | … | 9.50 | 22.31 | 9.85 | 19.16 | 24.15 | 23.44 | 43.42 | 11.96 | 25.53 | 9.30 | 11.49 | 15.50 | 13.48 | 6.07 | 12.09 | 29.49 | 21.70 | 35.27 | 15.36 |
| Yield(%) | 0.00 | 11.28 | 7.24 | 2.98 | 4.85 | 5.76 | 6.80 | … | … | 0.00 | 10.46 | 7.44 | 1.45 | 0.65 | 0.20 | 0.46 | 7.15 | 12.56 | 6.25 | 0.37 | 4.71 | 5.33 | 4.10 | 0.74 | 0.80 | 0.32 | 1.59 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JSVZX (JPMORGAN SMALL CAP VALUE FUND CLASS R2) |
-11.38%
Mar 2017 – Mar 2020 |
-4.66%
Mar 2015 – Mar 2020 |
1.46%
Oct 2013 – Oct 2023 |
5.14%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSVZX (JPMORGAN SMALL CAP VALUE FUND CLASS R2) |
28.83%
Feb 2009 – Feb 2012 |
26.21%
Feb 2009 – Feb 2014 |
14.84%
Feb 2009 – Feb 2019 |
10.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart