Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTUAX (JPMORGAN U.S. SMALL COMPANY FUND CLASS A) | 17.71% | 38.59% | 17.05% | 0.44% | 6.59% | 7.86% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTUAX (JPMORGAN U.S. SMALL COMPANY FUND CLASS A) | 11/06/2007 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 38.59 | 17.05 | 0.44 | 6.59 | 7.86 | NA | … | … | 17.71 | 9.89 | 9.71 | 15.62 | -21.38 | -5.79 | 14.54 | 21.59 | -12.34 | 8.53 | 20.28 | -3.56 | 8.11 | 40.03 | 21.05 | -4.08 | 26.51 | 34.50 | -34.55 | -7.57 |
| Sharpe Ratio | NA | 2.02 | 0.69 | -0.08 | 0.20 | NA | NA | … | … | 2.40 | 0.31 | 0.29 | 0.63 | -0.84 | -0.17 | 0.32 | 1.24 | -0.78 | 0.65 | 1.10 | -0.22 | 0.50 | 2.72 | 1.27 | -0.12 | 1.01 | 0.96 | -0.79 | -1.54 |
| Standard Deviation(%) | NA | 19.00 | 20.96 | 25.13 | 25.01 | NA | NA | … | … | 20.24 | 22.88 | 20.72 | 19.22 | 27.25 | 34.78 | 44.02 | 16.28 | 17.54 | 12.13 | 18.26 | 16.42 | 16.10 | 14.69 | 16.71 | 33.33 | 26.28 | 35.89 | 44.95 | 28.39 |
| Draw Down(%) | NA | 11.08 | 28.41 | 46.06 | 46.06 | NA | NA | … | … | 11.08 | 24.68 | 11.32 | 17.54 | 25.54 | 30.26 | 41.56 | 10.93 | 25.95 | 6.47 | 14.71 | 15.93 | 12.52 | 5.52 | 13.55 | 30.62 | 21.07 | 31.46 | 50.43 | 9.30 |
| Yield(%) | 0.00 | 8.94 | 6.43 | 2.48 | 3.98 | 4.95 | 4.02 | … | … | 0.00 | 8.32 | 8.53 | 0.21 | 0.16 | 0.00 | 0.26 | 0.34 | 10.07 | 6.58 | 0.10 | 4.27 | 3.47 | 2.55 | 0.73 | 0.00 | 0.41 | 1.25 | 0.83 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTUAX (JPMORGAN U.S. SMALL COMPANY FUND CLASS A) |
-9.56%
Apr 2021 – Apr 2024 |
-3.23%
May 2018 – May 2023 |
2.09%
Oct 2013 – Oct 2023 |
5.38%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTUAX (JPMORGAN U.S. SMALL COMPANY FUND CLASS A) |
31.23%
Feb 2009 – Feb 2012 |
28.58%
Feb 2009 – Feb 2014 |
16.88%
Feb 2009 – Feb 2019 |
11.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart