Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUSMX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R6) | 15.54% | 36.85% | 16.80% | 0.47% | 6.92% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUSMX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R6) | 11/03/2011 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.57 | 36.85 | 16.80 | 0.47 | 6.92 | NA | NA | … | … | 15.54 | 10.43 | 11.64 | 14.65 | -20.77 | -4.51 | 15.35 | 22.19 | -11.97 | 9.08 | 20.87 | -3.05 | 8.71 | 40.66 | 21.63 | -1.76 |
| Sharpe Ratio | NA | 1.76 | 0.64 | -0.07 | 0.22 | NA | NA | … | … | 1.80 | 0.33 | 0.39 | 0.58 | -0.82 | -0.13 | 0.34 | 1.27 | -0.76 | 0.70 | 1.13 | -0.19 | 0.54 | 2.76 | 1.30 | -0.32 |
| Standard Deviation(%) | NA | 19.42 | 21.00 | 25.01 | 24.89 | NA | NA | … | … | 20.87 | 22.87 | 20.71 | 19.28 | 27.22 | 33.77 | 43.93 | 16.28 | 17.55 | 12.14 | 18.23 | 16.46 | 16.15 | 14.70 | 16.70 | 33.46 |
| Draw Down(%) | NA | 11.06 | 28.25 | 44.92 | 44.92 | NA | NA | … | … | 11.06 | 24.59 | 11.25 | 17.44 | 25.38 | 29.60 | 41.42 | 10.83 | 25.92 | 6.44 | 14.64 | 15.85 | 12.43 | 5.44 | 13.50 | 11.20 |
| Yield(%) | 0.00 | 9.06 | 6.67 | 2.67 | 4.36 | 5.97 | 4.48 | … | … | 0.00 | 8.42 | 8.66 | 0.69 | 0.56 | 0.20 | 0.77 | 0.96 | 10.24 | 6.89 | 0.67 | 4.65 | 3.75 | 2.89 | 1.08 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUSMX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R6) |
-8.79%
Apr 2021 – Apr 2024 |
-2.50%
May 2018 – May 2023 |
2.73%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUSMX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R6) |
22.98%
Dec 2011 – Dec 2014 |
16.86%
Dec 2011 – Dec 2016 |
10.91%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart