Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUEZX (JPMORGAN U.S. EQUITY FUND CLASS R2) | 5.82% | 19.89% | 18.71% | 8.57% | 12.27% | 12.23% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUEZX (JPMORGAN U.S. EQUITY FUND CLASS R2) | 11/05/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 19.89 | 18.71 | 8.57 | 12.27 | 12.23 | NA | … | … | 5.82 | 13.86 | 23.26 | 26.43 | -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 | 1.50 | 1.04 | 0.34 | 0.56 | NA | NA | … | … | 0.85 | 0.58 | 1.48 | 1.72 | -0.97 | 0.89 | 0.52 | 2.25 | -0.44 | 2.76 | 0.66 | 0.00 | 1.04 | 2.93 | 1.20 | -0.09 | 0.74 | 1.18 | -0.46 |
| Standard Deviation(%) | NA | 12.27 | 15.31 | 18.00 | 18.98 | NA | NA | … | … | 14.28 | 19.14 | 13.22 | 13.35 | 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 | 12.18 | 19.78 | 31.10 | 33.45 | NA | NA | … | … | 11.97 | 19.24 | 8.26 | 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 | 5.87 | 5.61 | 3.11 | 6.17 | 7.96 | 8.60 | … | … | 0.00 | 5.90 | 6.90 | 1.90 | 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 06/04/2026, Common starting date 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 |
10.91%
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 |
14.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart