Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSOAX (JPMORGAN SMALL CAP VALUE FUND CLASS A) | 16.06% | 39.59% | 17.40% | 1.52% | 6.70% | 7.58% | 6.38% | … | … |
Data as of 06/03/2026, Common starting date is 03/31/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSOAX (JPMORGAN SMALL CAP VALUE FUND CLASS A) | 03/31/1995 | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.08 | 39.59 | 17.40 | 1.52 | 6.70 | 7.58 | 6.38 | … | … | 16.06 | 12.05 | 7.23 | 14.27 | -20.70 | 12.11 | 5.79 | 18.89 | -14.20 | 2.90 | 29.87 | -7.89 | 3.94 | 36.18 | 20.20 | -4.13 | 25.48 | 24.66 | -30.06 | -7.41 | 18.80 | 6.53 | 19.20 | 39.02 | -11.01 | 26.12 | 29.45 | -11.88 | -5.51 | 17.01 | 24.59 | 15.32 |
| Sharpe Ratio | NA | 2.16 | 0.73 | -0.03 | 0.21 | NA | NA | … | … | 2.34 | 0.42 | 0.18 | 0.53 | -0.86 | 0.41 | 0.12 | 1.11 | -0.95 | 0.17 | 1.66 | -0.50 | 0.26 | 2.49 | 1.25 | -0.13 | 0.97 | 0.65 | -0.66 | -0.53 | 1.00 | 0.30 | 1.38 | 2.48 | -0.54 | 1.26 | 1.46 | -1.30 | -0.42 | 0.95 | 1.96 | 1.92 |
| Standard Deviation(%) | NA | 17.84 | 20.28 | 22.98 | 24.36 | NA | NA | … | … | 18.41 | 21.70 | 20.16 | 20.23 | 25.94 | 29.20 | 46.22 | 15.71 | 16.40 | 12.95 | 17.92 | 15.87 | 15.05 | 14.51 | 16.25 | 33.10 | 26.12 | 37.99 | 46.79 | 19.87 | 15.40 | 14.29 | 13.24 | 15.46 | 22.32 | 19.15 | 17.27 | 11.72 | 21.61 | 13.94 | 10.59 | 8.86 |
| Draw Down(%) | NA | 9.48 | 26.24 | 41.18 | 46.71 | NA | NA | … | … | 9.48 | 22.30 | 9.84 | 18.98 | 23.87 | 23.24 | 43.36 | 11.86 | 25.48 | 9.14 | 11.46 | 15.46 | 13.44 | 6.04 | 12.00 | 29.37 | 21.63 | 35.25 | 48.58 | 18.10 | 11.28 | 9.76 | 8.68 | 14.54 | 34.76 | 18.90 | 9.25 | 18.54 | 43.45 | 17.00 | 8.76 | 6.98 |
| Yield(%) | 0.00 | 11.20 | 7.36 | 3.10 | 5.07 | 5.92 | 5.03 | … | … | 0.00 | 10.45 | 7.54 | 1.73 | 0.78 | 0.37 | 0.64 | 7.29 | 12.58 | 6.33 | 0.75 | 4.94 | 5.46 | 4.30 | 0.95 | 0.98 | 0.47 | 1.75 | 6.41 | 11.45 | 13.90 | 17.79 | 9.83 | 0.14 | 5.51 | 7.82 | 1.63 | 0.54 | 1.97 | 0.00 | 12.30 | 0.21 |
Data as of 06/03/2026, Common starting date is 03/31/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSOAX (JPMORGAN SMALL CAP VALUE FUND CLASS A) |
-18.39%
Feb 2006 – Feb 2009 |
-6.70%
Feb 2004 – Feb 2009 |
1.76%
Oct 2013 – Oct 2023 |
3.74%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSOAX (JPMORGAN SMALL CAP VALUE FUND CLASS A) |
29.15%
Feb 2009 – Feb 2012 |
26.55%
Feb 2009 – Feb 2014 |
15.15%
Feb 2009 – Feb 2019 |
11.99%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart