Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUEQX (JPMORGAN U.S. EQUITY FUND CLASS R4) | 5.96% | 20.44% | 19.28% | 12.10% | 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 |
|---|---|---|
| JUEQX (JPMORGAN U.S. EQUITY FUND CLASS R4) | 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 | 20.44 | 19.28 | 12.10 | NA | NA | NA | … | … | 5.96 | 9.67 | 23.92 | 27.04 | -18.95 | 28.33 | 26.44 | 31.89 | -6.13 | 21.38 | 5.85 |
| Sharpe Ratio | NA | 1.55 | 1.07 | 0.56 | NA | NA | NA | … | … | 0.88 | 0.35 | 1.53 | 1.77 | -0.84 | 2.02 | 0.75 | 2.30 | -0.42 | 2.85 | 2.01 |
| Standard Deviation(%) | NA | 12.24 | 15.31 | 17.27 | NA | NA | NA | … | … | 14.23 | 19.85 | 13.28 | 13.37 | 24.35 | 14.03 | 34.58 | 13.20 | 17.97 | 7.29 | 10.03 |
| Draw Down(%) | NA | 12.05 | 19.64 | 24.69 | NA | NA | NA | … | … | 11.91 | 19.15 | 8.23 | 9.46 | 24.59 | 5.64 | 33.39 | 6.89 | 21.09 | 2.60 | 3.38 |
| Yield(%) | 0.00 | 6.11 | 6.02 | 6.25 | 9.41 | 6.27 | 4.70 | … | … | 0.00 | 6.22 | 7.32 | 2.42 | 3.82 | 12.57 | 7.64 | 11.89 | 11.86 | 9.56 | 4.34 |
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 |
|---|---|---|---|---|
| JUEQX (JPMORGAN U.S. EQUITY FUND CLASS R4) |
5.32%
Mar 2017 – Mar 2020 |
10.24%
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 |
|---|---|---|---|---|
| JUEQX (JPMORGAN U.S. EQUITY FUND CLASS R4) |
28.87%
Dec 2018 – Dec 2021 |
20.22%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart