Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUESX (JPMORGAN U.S. EQUITY FUND SELECT CLASS) | 6.06% | 20.52% | 19.32% | 9.16% | 12.88% | 12.80% | 10.74% | … | … |
Data as of 06/04/2026, Common starting date is 09/25/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUESX (JPMORGAN U.S. EQUITY FUND SELECT CLASS) | 09/25/1985 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 20.52 | 19.32 | 9.16 | 12.88 | 12.80 | 10.74 | … | … | 6.06 | 14.38 | 23.92 | 27.06 | -21.91 | 16.52 | 19.24 | 32.03 | -6.01 | 21.41 | 10.65 | 0.52 | 13.54 | 35.79 | 17.10 | -1.55 | 14.24 | 32.96 | -34.64 | 10.04 | 17.14 | 2.45 | 10.81 | 32.43 | -26.79 | -10.33 | -10.64 | -2.08 | 3.55 | 5.28 | 9.63 | 22.48 | -12.02 | 4.21 | 2.43 | 24.76 | 0.29 | 29.54 | 14.34 | -4.40 | 16.49 | 11.35 |
| Sharpe Ratio | NA | 1.55 | 1.07 | 0.37 | 0.59 | NA | NA | … | … | 0.89 | 0.60 | 1.53 | 1.77 | -0.96 | 0.93 | 0.54 | 2.30 | -0.41 | 2.87 | 0.70 | 0.03 | 1.09 | 3.00 | 1.23 | -0.06 | 0.76 | 1.20 | -0.86 | 0.43 | 1.36 | 0.02 | 0.87 | 1.85 | -1.03 | -0.56 | -0.63 | -0.24 | 0.00 | 0.07 | 0.47 | 2.04 | -1.08 | 0.22 | -0.01 | 1.46 | -0.36 | 2.03 | 0.70 | -0.34 | 1.00 | 2.64 |
| Standard Deviation(%) | NA | 12.26 | 15.33 | 18.00 | 18.97 | NA | NA | … | … | 14.26 | 19.16 | 13.30 | 13.34 | 24.51 | 17.73 | 35.10 | 13.31 | 18.05 | 7.27 | 14.88 | 16.53 | 12.46 | 11.90 | 13.97 | 24.42 | 18.74 | 27.29 | 41.29 | 16.07 | 10.15 | 10.26 | 11.34 | 17.12 | 27.11 | 23.34 | 23.66 | 22.51 | 25.79 | 22.19 | 12.65 | 9.08 | 13.95 | 9.45 | 11.54 | 14.23 | 14.49 | 11.63 | 13.53 | 25.23 | 12.06 | 17.21 |
| Draw Down(%) | NA | 11.99 | 19.68 | 30.73 | 33.41 | NA | NA | … | … | 11.86 | 19.16 | 8.22 | 9.49 | 24.59 | 12.49 | 33.41 | 6.88 | 21.01 | 2.64 | 13.13 | 12.77 | 8.59 | 5.65 | 11.15 | 20.29 | 15.97 | 25.45 | 46.39 | 8.86 | 7.50 | 7.33 | 8.30 | 14.09 | 37.50 | 30.63 | 20.29 | 19.78 | 20.98 | 21.91 | 11.71 | 5.89 | 17.59 | 5.47 | 10.21 | 6.22 | 17.90 | 6.05 | 5.96 | 30.12 | 8.31 | 3.22 |
| Yield(%) | 0.00 | 6.16 | 6.04 | 3.53 | 6.73 | 8.65 | 7.56 | … | … | 0.06 | 6.20 | 7.32 | 2.42 | 0.77 | 0.65 | 0.83 | 11.85 | 11.83 | 9.52 | 4.99 | 5.65 | 10.26 | 9.44 | 3.76 | 1.74 | 0.73 | 1.89 | 1.39 | 14.87 | 13.66 | 2.38 | 0.96 | 0.98 | 0.31 | 0.21 | 0.35 | 0.67 | 0.97 | 0.91 | 1.79 | 1.79 | 1.58 | 1.72 | 1.98 | 2.78 | 2.83 | 3.66 | 3.70 | 3.43 | 3.51 | 1.20 |
Data as of 06/04/2026, Common starting date is 09/25/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUESX (JPMORGAN U.S. EQUITY FUND SELECT CLASS) |
-19.91%
Sep 1999 – Sep 2002 |
-13.09%
Sep 1997 – Sep 2002 |
-4.73%
Feb 1999 – Feb 2009 |
-1.73%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUESX (JPMORGAN U.S. EQUITY FUND SELECT CLASS) |
25.55%
Feb 2009 – Feb 2012 |
23.49%
Feb 2009 – Feb 2014 |
16.46%
Sep 2011 – Sep 2021 |
14.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart