Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PSOPX (JPMORGAN SMALL CAP VALUE FUND SELECT CLASS) | 0.58% | 2.94% | 4.12% | 8.03% | 3.74% | 7.83% | 5.62% | 8.67% |
Data as of 07/03/2025, AR inception is 03/31/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSOPX (JPMORGAN SMALL CAP VALUE FUND SELECT CLASS) | 03/31/1995 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 4.35 | 2.94 | 4.12 | 8.03 | 3.74 | 7.83 | 5.62 | 8.67 | 0.58 | 3.21 | 12.92 | -19.86 | 13.85 | 6.14 | 19.14 | -13.97 | 3.17 | 30.15 | -7.67 | 4.22 | 36.46 | 20.53 | -3.90 | 25.81 | 24.92 | -29.85 | -7.15 | 19.09 | 6.79 | 19.41 | 39.37 | -10.76 | 26.47 | 29.94 | -11.85 | -4.09 | 30.56 | 25.63 | 15.58 |
| Sharpe Ratio | NA | -0.16 | -0.05 | 0.25 | 0.06 | NA | NA | 0.30 | -0.40 | -0.16 | 0.43 | -0.83 | 0.49 | 0.13 | 1.13 | -0.94 | 0.20 | 1.67 | -0.48 | 0.28 | 2.51 | 1.27 | -0.12 | 0.98 | 0.65 | -0.66 | -0.51 | 1.03 | 0.32 | 1.40 | 2.50 | -0.53 | 1.28 | 1.49 | -1.28 | -0.34 | 2.41 | 2.15 | 1.97 |
| Standard Deviation(%) | NA | 24.79 | 22.51 | 24.65 | 24.34 | NA | NA | 22.60 | 25.30 | 21.16 | 20.23 | 25.77 | 28.12 | 46.21 | 15.73 | 16.38 | 12.95 | 17.90 | 15.89 | 15.05 | 14.51 | 16.25 | 33.11 | 26.17 | 38.05 | 46.79 | 19.87 | 15.36 | 14.30 | 13.22 | 15.44 | 22.25 | 19.15 | 17.30 | 11.74 | 22.07 | 11.19 | 10.22 | 8.88 |
| Draw Down(%) | NA | 30.00 | 30.00 | 39.63 | 46.52 | NA | NA | 60.75 | 22.26 | 14.39 | 18.82 | 23.10 | 22.19 | 43.38 | 11.72 | 25.41 | 8.98 | 11.45 | 15.39 | 13.39 | 6.03 | 11.96 | 29.35 | 21.60 | 35.20 | 48.55 | 17.99 | 11.25 | 9.71 | 8.67 | 14.55 | 34.70 | 18.88 | 9.04 | 18.48 | 42.63 | 9.86 | 8.67 | 6.92 |
| Yield(%) | 0.00 | 0.73 | 1.14 | 1.26 | 3.61 | 5.99 | 4.75 | 10.63 | 0.04 | 0.99 | 1.63 | 0.86 | 0.57 | 0.78 | 7.06 | 12.02 | 6.14 | 0.96 | 4.90 | 5.42 | 4.35 | 1.14 | 1.14 | 0.60 | 1.92 | 6.33 | 11.27 | 13.77 | 17.60 | 9.78 | 0.39 | 5.64 | 7.95 | 1.88 | 0.53 | 3.23 | 12.99 | 12.42 | 0.54 |
Data as of 07/03/2025, AR inception is 03/31/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSOPX (JPMORGAN SMALL CAP VALUE FUND SELECT CLASS) |
-18.17%
Feb 2006 - Feb 2009 |
-6.47%
Feb 2004 - Feb 2009 |
2.23%
Oct 2013 - Oct 2023 |
4.00%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSOPX (JPMORGAN SMALL CAP VALUE FUND SELECT CLASS) |
29.96%
Apr 1995 - Apr 1998 |
26.85%
Feb 2009 - Feb 2014 |
15.43%
Feb 2009 - Feb 2019 |
12.27%
Feb 2000 - Feb 2015 |
Annualized Rolling Returns Comparison Chart