Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUSRX (JPMORGAN U.S. EQUITY FUND CLASS R5) | 6.12% | 20.70% | 19.48% | 9.33% | 13.07% | 12.99% | 9.22% | … | … |
Data as of 06/04/2026, Common starting date is 05/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUSRX (JPMORGAN U.S. EQUITY FUND CLASS R5) | 05/17/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 20.70 | 19.48 | 9.33 | 13.07 | 12.99 | 9.22 | … | … | 6.12 | 14.58 | 24.07 | 27.27 | -21.77 | 16.76 | 19.44 | 32.17 | -5.83 | 21.58 | 10.85 | 0.73 | 13.79 | 36.06 | 17.41 | -1.48 | 14.43 | 30.59 | -35.77 | -4.77 | 0.44 |
| Sharpe Ratio | NA | 1.56 | 1.09 | 0.38 | 0.61 | NA | NA | … | … | 0.90 | 0.62 | 1.56 | 1.78 | -0.95 | 0.95 | 0.54 | 2.30 | -0.40 | 2.86 | 0.72 | 0.04 | 1.10 | 3.02 | 1.25 | -0.06 | 0.77 | 1.12 | -0.89 | -0.36 | -0.17 |
| Standard Deviation(%) | NA | 12.26 | 15.26 | 17.95 | 18.95 | NA | NA | … | … | 14.27 | 19.09 | 13.12 | 13.36 | 24.51 | 17.66 | 35.13 | 13.32 | 18.02 | 7.36 | 14.84 | 16.51 | 12.47 | 11.95 | 14.03 | 24.37 | 18.60 | 27.35 | 41.32 | 22.10 | 16.79 |
| Draw Down(%) | NA | 11.96 | 19.59 | 30.59 | 33.39 | NA | NA | … | … | 11.86 | 19.10 | 8.15 | 9.43 | 24.48 | 12.47 | 33.39 | 6.87 | 21.02 | 2.66 | 13.11 | 12.72 | 8.60 | 5.71 | 11.22 | 20.17 | 15.91 | 25.42 | 46.90 | 18.55 | 11.05 |
| Yield(%) | 0.00 | 6.30 | 6.20 | 3.68 | 6.93 | 8.91 | 6.21 | … | … | 0.10 | 6.33 | 7.46 | 2.57 | 0.90 | 0.82 | 0.97 | 12.02 | 11.94 | 9.69 | 5.18 | 5.91 | 10.43 | 9.69 | 3.96 | 1.91 | 0.91 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUSRX (JPMORGAN U.S. EQUITY FUND CLASS R5) |
-13.24%
Jun 2006 – Jun 2009 |
-4.80%
Sep 2006 – Sep 2011 |
4.84%
Oct 2006 – Oct 2016 |
6.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUSRX (JPMORGAN U.S. EQUITY FUND CLASS R5) |
24.92%
Feb 2009 – Feb 2012 |
23.22%
Feb 2009 – Feb 2014 |
16.68%
Sep 2011 – Sep 2021 |
14.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart