Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUSYX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R5) | 19.67% | 41.60% | 18.09% | 7.56% | 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 |
|---|---|---|
| JUSYX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R5) | 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 (%) | 0.41 | 41.60 | 18.09 | 7.56 | NA | NA | NA | … | … | 19.67 | 4.36 | 11.56 | 14.52 | -16.54 | 22.11 | 18.19 | 22.08 | -12.05 | 8.91 | 10.89 |
| Sharpe Ratio | NA | 2.04 | 0.71 | 0.23 | NA | NA | NA | … | … | 2.42 | 0.06 | 0.38 | 0.57 | -0.67 | 1.02 | 0.41 | 1.26 | -0.77 | 0.69 | 2.52 |
| Standard Deviation(%) | NA | 19.02 | 20.98 | 22.02 | NA | NA | NA | … | … | 20.28 | 23.76 | 20.71 | 19.30 | 26.82 | 21.73 | 43.81 | 16.30 | 17.49 | 12.08 | 15.87 |
| Draw Down(%) | NA | 11.03 | 28.30 | 28.43 | NA | NA | NA | … | … | 11.03 | 24.67 | 11.27 | 17.48 | 25.42 | 11.03 | 41.42 | 10.86 | 25.94 | 6.40 | 8.27 |
| Yield(%) | 0.00 | 9.00 | 6.62 | 7.74 | 8.09 | 5.40 | 4.05 | … | … | 0.00 | 8.37 | 8.62 | 0.63 | 4.89 | 26.69 | 3.58 | 0.80 | 10.20 | 6.83 | 0.59 |
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 |
|---|---|---|---|---|
| JUSYX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R5) |
-6.73%
Mar 2017 – Mar 2020 |
3.94%
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 |
|---|---|---|---|---|
| JUSYX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R5) |
21.21%
Mar 2020 – Mar 2023 |
14.75%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart