Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSVCX (JPMORGAN SMALL CAP VALUE FUND CLASS C) | 15.84% | 38.95% | 16.82% | -0.64% | 5.29% | 6.40% | 5.34% | … | … |
Data as of 06/03/2026, Common starting date is 03/30/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSVCX (JPMORGAN SMALL CAP VALUE FUND CLASS C) | 03/30/2000 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 38.95 | 16.82 | -0.64 | 5.29 | 6.40 | 5.34 | … | … | 15.84 | 11.53 | 8.07 | 12.20 | -23.56 | 5.98 | 5.29 | 18.28 | -14.58 | 2.31 | 29.10 | -8.46 | 3.27 | 35.33 | 19.43 | -4.71 | 24.70 | 23.87 | -30.44 | -7.97 | 18.10 | 5.85 | 18.35 | 37.99 | -11.68 | 25.22 | 31.21 |
| Sharpe Ratio | NA | 2.11 | 0.70 | -0.12 | 0.15 | NA | NA | … | … | 2.29 | 0.40 | 0.22 | 0.43 | -0.92 | 0.18 | 0.11 | 1.07 | -0.98 | 0.13 | 1.61 | -0.53 | 0.22 | 2.43 | 1.21 | -0.14 | 0.94 | 0.62 | -0.67 | -0.56 | 0.96 | 0.25 | 1.31 | 2.41 | -0.58 | 1.21 | 2.33 |
| Standard Deviation(%) | NA | 17.91 | 20.30 | 24.15 | 24.90 | NA | NA | … | … | 18.49 | 21.80 | 20.10 | 20.24 | 27.17 | 32.30 | 46.26 | 15.77 | 16.38 | 12.98 | 17.91 | 15.91 | 15.04 | 14.53 | 16.14 | 33.13 | 26.11 | 38.03 | 46.83 | 19.87 | 15.37 | 14.27 | 13.24 | 15.47 | 22.29 | 19.19 | 16.80 |
| Draw Down(%) | NA | 9.54 | 26.43 | 46.41 | 47.15 | NA | NA | … | … | 9.54 | 22.38 | 9.84 | 19.31 | 26.64 | 27.13 | 43.46 | 12.05 | 25.60 | 9.48 | 11.50 | 15.63 | 13.56 | 6.09 | 12.10 | 29.57 | 21.74 | 35.34 | 48.75 | 18.34 | 11.35 | 9.83 | 8.74 | 14.75 | 34.98 | 18.98 | 7.84 |
| Yield(%) | 0.00 | 16.11 | 10.03 | 3.79 | 5.74 | 6.37 | 5.16 | … | … | 0.00 | 15.01 | 10.35 | 2.06 | 0.86 | 0.21 | 0.48 | 8.74 | 14.92 | 7.26 | 0.45 | 5.28 | 6.06 | 4.42 | 0.61 | 0.63 | 0.13 | 1.50 | 6.70 | 12.16 | 14.60 | 18.60 | 10.14 | 0.00 | 5.29 | 7.68 | 0.98 |
Data as of 06/03/2026, Common starting date is 03/30/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSVCX (JPMORGAN SMALL CAP VALUE FUND CLASS C) |
-18.89%
Feb 2006 – Feb 2009 |
-7.29%
Feb 2004 – Feb 2009 |
0.38%
Oct 2013 – Oct 2023 |
3.13%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSVCX (JPMORGAN SMALL CAP VALUE FUND CLASS C) |
28.38%
Feb 2009 – Feb 2012 |
25.78%
Feb 2009 – Feb 2014 |
14.47%
Feb 2009 – Feb 2019 |
10.40%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison Chart