Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JUEZX (JPMORGAN U.S. EQUITY FUND CLASS R2) | 7.76% | 13.79% | 11.88% | 8.76% | 10.34% | 11.94% | NA | 12.80% |
Data as of 08/06/2025, AR inception is 11/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUEZX (JPMORGAN U.S. EQUITY FUND CLASS R2) | 11/05/2008 | 08/06/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.38 | 13.79 | 11.88 | 8.76 | 10.34 | 11.94 | NA | 12.80 | 7.76 | 16.76 | 25.00 | -22.33 | 15.80 | 18.54 | 31.40 | -6.53 | 20.76 | 10.04 | 0.11 | 13.04 | 35.20 | 16.71 | -2.09 | 13.76 | 32.34 | -4.68 |
| Sharpe Ratio | NA | 0.19 | 0.47 | 0.36 | 0.44 | NA | NA | 0.57 | 0.34 | 0.70 | 1.58 | -0.97 | 0.89 | 0.52 | 2.25 | -0.44 | 2.77 | 0.66 | 0.00 | 1.04 | 2.93 | 1.20 | -0.09 | 0.74 | 1.18 | -0.46 |
| Standard Deviation(%) | NA | 21.24 | 17.77 | 18.94 | 19.52 | NA | NA | 19.88 | 23.33 | 14.60 | 13.28 | 24.49 | 17.80 | 35.16 | 13.31 | 18.01 | 7.31 | 14.90 | 16.50 | 12.49 | 11.98 | 14.05 | 24.43 | 18.59 | 27.34 | 59.69 |
| Draw Down(%) | NA | 24.01 | 24.01 | 31.10 | 33.45 | NA | NA | 33.45 | 19.24 | 10.02 | 9.60 | 24.86 | 12.64 | 33.45 | 6.92 | 21.16 | 2.71 | 13.17 | 12.87 | 8.61 | 5.76 | 11.28 | 20.41 | 16.02 | 25.59 | 21.07 |
| Yield(%) | 0.00 | 0.04 | 0.28 | 0.25 | 4.28 | 6.85 | 6.48 | 8.10 | 0.00 | 0.09 | 0.51 | 0.36 | 0.11 | 0.32 | 11.47 | 11.54 | 9.10 | 4.43 | 5.35 | 9.91 | 9.14 | 3.43 | 1.41 | 0.51 | 1.40 | 0.00 |
Data as of 08/06/2025, AR inception is 11/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUEZX (JPMORGAN U.S. EQUITY FUND CLASS R2) |
2.07%
Nov 2020 - Nov 2023 |
5.54%
Dec 2017 - Dec 2022 |
8.80%
Oct 2013 - Oct 2023 |
10.43%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUEZX (JPMORGAN U.S. EQUITY FUND CLASS R2) |
25.00%
Feb 2009 - Feb 2012 |
22.97%
Feb 2009 - Feb 2014 |
15.90%
Feb 2009 - Feb 2019 |
14.22%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart