Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JUEAX (JPMORGAN U.S. EQUITY FUND CLASS A) | 6.39% | 6.69% | 14.62% | 9.99% | 10.57% | 12.82% | 9.75% | 9.43% |
Data as of 07/03/2025, AR inception is 09/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUEAX (JPMORGAN U.S. EQUITY FUND CLASS A) | 09/19/2001 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.77 | 6.69 | 14.62 | 9.99 | 10.57 | 12.82 | 9.75 | 9.43 | 6.39 | 17.17 | 25.32 | -22.11 | 16.19 | 18.90 | 31.72 | -6.22 | 21.12 | 10.48 | 0.34 | 13.29 | 35.57 | 16.92 | -1.80 | 14.02 | 32.76 | -34.74 | 9.86 | 16.83 | 2.12 | 10.49 | 32.32 | -26.88 | 16.86 |
| Sharpe Ratio | NA | 0.16 | 0.63 | 0.44 | 0.47 | NA | NA | 0.40 | 0.41 | 0.72 | 1.60 | -0.96 | 0.91 | 0.53 | 2.28 | -0.42 | 2.82 | 0.69 | 0.02 | 1.07 | 2.98 | 1.21 | -0.08 | 0.75 | 1.20 | -0.86 | 0.43 | 1.34 | -0.01 | 0.84 | 1.85 | -1.03 | 3.58 |
| Standard Deviation(%) | NA | 21.46 | 17.98 | 18.99 | 19.52 | NA | NA | 20.01 | 24.80 | 14.63 | 13.30 | 24.50 | 17.74 | 35.12 | 13.27 | 18.02 | 7.30 | 14.86 | 16.48 | 12.41 | 11.92 | 14.02 | 24.37 | 18.60 | 27.33 | 41.28 | 16.02 | 10.15 | 10.17 | 11.41 | 17.08 | 27.11 | 20.24 |
| Draw Down(%) | NA | 23.87 | 23.87 | 30.91 | 33.43 | NA | NA | 52.24 | 19.18 | 9.93 | 9.55 | 24.75 | 12.55 | 33.43 | 6.91 | 21.07 | 2.64 | 13.15 | 12.79 | 8.64 | 5.73 | 11.24 | 20.26 | 16.03 | 25.45 | 46.39 | 8.85 | 7.49 | 7.34 | 8.42 | 14.09 | 37.38 | 4.79 |
| Yield(%) | 0.00 | 0.16 | 0.53 | 0.52 | 4.56 | 7.91 | 6.20 | 6.62 | 0.00 | 0.34 | 0.78 | 0.57 | 0.37 | 0.54 | 11.66 | 11.65 | 9.31 | 4.82 | 5.55 | 10.09 | 9.31 | 3.58 | 1.59 | 0.54 | 1.62 | 1.21 | 14.60 | 13.39 | 2.14 | 0.68 | 0.66 | 0.30 | 0.36 |
Data as of 07/03/2025, AR inception is 09/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUEAX (JPMORGAN U.S. EQUITY FUND CLASS A) |
-11.79%
Feb 2006 - Feb 2009 |
-5.21%
Feb 2004 - Feb 2009 |
3.11%
Dec 2001 - Dec 2011 |
6.86%
Dec 2001 - Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUEAX (JPMORGAN U.S. EQUITY FUND CLASS A) |
25.30%
Feb 2009 - Feb 2012 |
23.24%
Feb 2009 - Feb 2014 |
16.22%
Sep 2011 - Sep 2021 |
14.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart