Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUEPX (JPMORGAN U.S. EQUITY FUND CLASS R3) | 5.91% | 20.20% | 19.01% | 11.84% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUEPX (JPMORGAN U.S. EQUITY FUND CLASS R3) | 09/12/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 20.20 | 19.01 | 11.84 | NA | NA | NA | … | … | 5.91 | 9.52 | 23.61 | 26.68 | -19.11 | 27.97 | 26.09 | 31.63 | -6.30 | 21.03 | 5.81 |
| Sharpe Ratio | NA | 1.53 | 1.05 | 0.54 | NA | NA | NA | … | … | 0.87 | 0.34 | 1.50 | 1.74 | -0.85 | 1.99 | 0.75 | 2.27 | -0.43 | 2.80 | 2.00 |
| Standard Deviation(%) | NA | 12.25 | 15.32 | 17.28 | NA | NA | NA | … | … | 14.25 | 19.91 | 13.29 | 13.35 | 24.35 | 14.07 | 34.53 | 13.28 | 17.99 | 7.30 | 10.02 |
| Draw Down(%) | NA | 12.09 | 19.73 | 24.84 | NA | NA | NA | … | … | 11.90 | 19.21 | 8.26 | 9.54 | 24.73 | 5.65 | 33.39 | 6.93 | 21.15 | 2.64 | 3.39 |
| Yield(%) | 0.00 | 5.98 | 5.79 | 6.05 | 9.15 | 6.10 | 4.58 | … | … | 0.00 | 6.01 | 7.10 | 2.16 | 3.64 | 12.35 | 7.44 | 11.69 | 11.70 | 9.46 | 4.29 |
Data as of 06/04/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUEPX (JPMORGAN U.S. EQUITY FUND CLASS R3) |
5.07%
Mar 2017 – Mar 2020 |
9.99%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUEPX (JPMORGAN U.S. EQUITY FUND CLASS R3) |
28.54%
Dec 2018 – Dec 2021 |
19.94%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart