Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUSPX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R3) | 19.50% | 41.10% | 17.61% | 7.14% | 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 |
|---|---|---|
| JUSPX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R3) | 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 (%) | 0.39 | 41.10 | 17.61 | 7.14 | NA | NA | NA | … | … | 19.50 | 3.93 | 11.07 | 14.14 | -16.89 | 21.60 | 17.71 | 21.62 | -12.45 | 8.52 | 10.80 |
| Sharpe Ratio | NA | 2.01 | 0.69 | 0.21 | NA | NA | NA | … | … | 2.39 | 0.05 | 0.36 | 0.55 | -0.68 | 0.99 | 0.40 | 1.24 | -0.79 | 0.65 | 2.49 |
| Standard Deviation(%) | NA | 19.04 | 20.98 | 22.05 | NA | NA | NA | … | … | 20.30 | 23.85 | 20.72 | 19.33 | 26.89 | 21.71 | 43.84 | 16.26 | 17.51 | 12.12 | 15.89 |
| Draw Down(%) | NA | 11.12 | 28.40 | 28.60 | NA | NA | NA | … | … | 11.12 | 24.69 | 11.30 | 17.55 | 25.53 | 11.06 | 41.49 | 10.94 | 26.03 | 6.49 | 8.38 |
| Yield(%) | 0.00 | 9.07 | 6.49 | 7.75 | 7.94 | 5.30 | 3.97 | … | … | 0.00 | 8.42 | 8.60 | 0.21 | 4.75 | 27.40 | 3.32 | 0.45 | 10.13 | 6.78 | 0.46 |
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 |
|---|---|---|---|---|
| JUSPX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R3) |
-7.11%
Mar 2017 – Mar 2020 |
3.54%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUSPX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R3) |
20.72%
Mar 2020 – Mar 2023 |
14.29%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart