Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUECX (JPMORGAN U.S. EQUITY FUND CLASS C) | 5.70% | 19.61% | 18.42% | 8.19% | 11.94% | 11.91% | 9.89% | … | … |
Data as of 06/04/2026, Common starting date is 09/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUECX (JPMORGAN U.S. EQUITY FUND CLASS C) | 09/19/2001 | 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 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.30 | 19.61 | 18.42 | 8.19 | 11.94 | 11.91 | 9.89 | … | … | 5.70 | 13.55 | 22.98 | 26.12 | -22.65 | 15.10 | 18.02 | 31.01 | -6.70 | 20.49 | 9.92 | -0.12 | 12.72 | 34.95 | 16.29 | -2.29 | 13.40 | 32.04 | -34.99 | 9.15 | 16.22 | 1.65 | 9.90 | 31.30 | -27.38 | 16.61 |
| Sharpe Ratio | NA | 1.47 | 1.01 | 0.32 | 0.54 | NA | NA | … | … | 0.83 | 0.56 | 1.46 | 1.70 | -0.99 | 0.84 | 0.50 | 2.23 | -0.45 | 2.71 | 0.65 | -0.01 | 1.02 | 2.92 | 1.16 | -0.10 | 0.71 | 1.17 | -0.87 | 0.38 | 1.26 | -0.06 | 0.78 | 1.79 | -1.05 | 3.52 |
| Standard Deviation(%) | NA | 12.29 | 15.33 | 18.05 | 19.02 | NA | NA | … | … | 14.29 | 19.12 | 13.30 | 13.37 | 24.50 | 18.01 | 35.26 | 13.27 | 17.96 | 7.35 | 14.91 | 16.49 | 12.51 | 11.94 | 14.08 | 24.25 | 18.67 | 27.39 | 41.28 | 16.02 | 10.21 | 10.26 | 11.48 | 17.12 | 27.11 | 20.19 |
| Draw Down(%) | NA | 12.27 | 19.85 | 31.47 | 33.39 | NA | NA | … | … | 12.00 | 19.26 | 8.30 | 9.65 | 25.00 | 12.93 | 33.39 | 6.90 | 21.13 | 2.75 | 13.19 | 12.87 | 8.66 | 5.76 | 11.26 | 20.44 | 16.08 | 25.53 | 46.55 | 8.87 | 7.47 | 7.45 | 8.64 | 14.16 | 37.75 | 4.79 |
| Yield(%) | 0.00 | 6.09 | 5.72 | 3.11 | 6.11 | 7.81 | 6.80 | … | … | 0.00 | 6.11 | 7.08 | 1.72 | 0.22 | 0.04 | 0.12 | 11.47 | 11.62 | 9.05 | 4.45 | 5.22 | 9.85 | 9.00 | 3.16 | 1.17 | 0.23 | 1.18 | 0.87 | 14.22 | 13.00 | 1.68 | 0.34 | 0.03 | 0.02 | 0.22 |
Data as of 06/04/2026, Common starting date is 09/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUECX (JPMORGAN U.S. EQUITY FUND CLASS C) |
-12.22%
Feb 2006 – Feb 2009 |
-5.67%
Feb 2004 – Feb 2009 |
2.54%
Dec 2001 – Dec 2011 |
6.29%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUECX (JPMORGAN U.S. EQUITY FUND CLASS C) |
24.62%
Feb 2009 – Feb 2012 |
22.62%
Feb 2009 – Feb 2014 |
15.62%
Sep 2011 – Sep 2021 |
13.97%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart