Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUSSX (JPMORGAN U.S. SMALL COMPANY FUND INSTITUTIONAL CLASS) | 15.49% | 36.70% | 16.69% | 0.37% | 6.83% | 8.35% | 7.14% | … | … |
Data as of 06/05/2026, Common starting date is 12/23/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUSSX (JPMORGAN U.S. SMALL COMPANY FUND INSTITUTIONAL CLASS) | 12/23/1993 | 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.57 | 36.70 | 16.69 | 0.37 | 6.83 | 8.35 | 7.14 | … | … | 15.49 | 10.28 | 11.61 | 14.56 | -20.88 | -4.66 | 15.23 | 22.16 | -11.99 | 9.01 | 20.72 | -3.23 | 8.62 | 40.63 | 21.56 | -3.74 | 27.16 | 35.10 | -34.20 | -6.14 | 15.87 | 4.05 | 13.99 | 40.03 | -20.35 | -8.84 | -9.72 | 44.30 | -5.14 | 22.70 | 20.84 | 22.96 | -5.81 | 2.51 |
| Sharpe Ratio | NA | 1.75 | 0.64 | -0.08 | 0.21 | NA | NA | … | … | 1.80 | 0.32 | 0.39 | 0.57 | -0.82 | -0.14 | 0.34 | 1.28 | -0.77 | 0.69 | 1.12 | -0.20 | 0.53 | 2.76 | 1.30 | -0.11 | 1.03 | 0.97 | -0.78 | -0.45 | 0.72 | 0.11 | 0.75 | 2.17 | -0.94 | -0.49 | -0.40 | 2.48 | -0.41 | 1.57 | 1.71 | 2.09 | -0.96 | NA |
| Standard Deviation(%) | NA | 19.41 | 20.99 | 25.01 | 24.87 | NA | NA | … | … | 20.81 | 22.87 | 20.72 | 19.28 | 27.19 | 33.81 | 43.87 | 16.21 | 17.53 | 12.13 | 18.25 | 16.47 | 16.14 | 14.71 | 16.72 | 33.42 | 26.26 | 35.98 | 45.10 | 20.76 | 17.43 | 16.33 | 17.24 | 18.09 | 22.94 | 23.48 | 35.06 | 16.51 | 20.87 | 12.07 | 9.97 | 9.07 | 9.21 | NA |
| Draw Down(%) | NA | 11.02 | 28.26 | 45.08 | 45.08 | NA | NA | … | … | 11.02 | 24.60 | 11.27 | 17.46 | 25.39 | 29.67 | 41.44 | 10.84 | 25.91 | 6.45 | 14.64 | 15.86 | 12.38 | 5.44 | 13.49 | 30.47 | 20.94 | 31.40 | 50.38 | 19.04 | 15.27 | 10.60 | 15.99 | 16.03 | 34.99 | 29.47 | 36.72 | 11.93 | 39.30 | 10.64 | 13.25 | 5.75 | 14.12 | NA |
| Yield(%) | 0.00 | 8.97 | 6.57 | 2.60 | 4.24 | 5.48 | 5.07 | … | … | 0.00 | 8.33 | 8.56 | 0.59 | 0.45 | 0.10 | 0.65 | 0.85 | 10.14 | 6.79 | 0.58 | 4.57 | 3.69 | 2.84 | 0.99 | 0.38 | 0.42 | 1.37 | 1.07 | 26.01 | 14.88 | 10.71 | 14.34 | 0.50 | 0.50 | 0.28 | 10.80 | 0.08 | 10.74 | 14.38 | 8.63 | 1.20 | 0.81 | 0.11 |
Data as of 06/05/2026, Common starting date is 12/23/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUSSX (JPMORGAN U.S. SMALL COMPANY FUND INSTITUTIONAL CLASS) |
-20.53%
Feb 2000 – Feb 2003 |
-7.91%
Feb 2004 – Feb 2009 |
-1.02%
Feb 2000 – Feb 2010 |
2.50%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUSSX (JPMORGAN U.S. SMALL COMPANY FUND INSTITUTIONAL CLASS) |
31.87%
Feb 2009 – Feb 2012 |
29.15%
Feb 2009 – Feb 2014 |
17.38%
Feb 2009 – Feb 2019 |
12.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart