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JFAMX: JPMORGAN EMERGING MARKETS EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 49.27 3.65(6.90%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (58%) |
| Start Date: | 10/04/2001 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 1.26% |
| Expenses | 0.79% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -6.2 | 21.3 | 49.5 | 21.8 | 3.9 | 10.6 | 5.7 | 7.0 | 10.6 | 39.8 | 3.2 | 6.9 | -25.9 | -10.6 | 34.4 | 31.7 | -16.2 | 42.1 | 12.9 | -16.2 | -0.1 | -5.6 | 18.5 | -17.3 | 17.8 | 66.6 | -49.7 | 36.5 | 34.3 | 27.7 | 35.9 | 49.9 | -9.4 | 22.0 |
| Sharpe Ratio | NA | 2.01 | 2.25 | 1.04 | 0.07 | 0.46 | NA | NA | 0.44 | 2.0 | -0.03 | 0.23 | -1.08 | -0.52 | 1.12 | 2.17 | -0.99 | 3.99 | 0.67 | -0.93 | -0.01 | -0.4 | 1.14 | -0.69 | 0.85 | 2.14 | -1.04 | 1.32 | 1.65 | 2.02 | 2.09 | 3.55 | -0.68 | 8.19 |
| Draw Down(%) | NA | 12.6 | 12.6 | 15.2 | 45.1 | 49.8 | NA | NA | 62.2 | 14.8 | 10.9 | 15.3 | 37.0 | 24.2 | 31.9 | 8.6 | 27.6 | 5.4 | 11.7 | 24.3 | 15.3 | 16.8 | 15.6 | 26.8 | 16.9 | 23.4 | 60.8 | 17.6 | 23.4 | 11.3 | 18.8 | 12.7 | 30.2 | 4.3 |
| Standard Deviation(%) | NA | 27.1 | 20.8 | 17.9 | 19.5 | 19.6 | NA | NA | 21.4 | 18.5 | 14.3 | 14.3 | 25.5 | 20.4 | 30.2 | 13.9 | 17.9 | 10.4 | 19.0 | 17.5 | 12.9 | 14.1 | 16.4 | 25.0 | 20.8 | 31.0 | 48.6 | 25.4 | 18.9 | 12.6 | 16.7 | 13.9 | 15.4 | 15.8 |
| Treynor Ratio | NA | 0.41 | 0.37 | 0.16 | 0.01 | 0.08 | NA | NA | 0.09 | 0.32 | 0.0 | 0.03 | -0.22 | -0.09 | 0.33 | 0.28 | -0.17 | 0.39 | 0.12 | -0.18 | 0.0 | -0.06 | 0.19 | -0.18 | 0.18 | 0.71 | -0.53 | 0.33 | 0.31 | 0.29 | 0.4 | 0.58 | -0.14 | 1.61 |
| Alpha | NA | 0.09 | 0.05 | 0.01 | 0.0 | 0.01 | NA | NA | 0.0 | 0.04 | -0.03 | -0.01 | -0.02 | -0.05 | 0.06 | 0.03 | 0.0 | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | -0.01 | 0.03 | -0.01 | -0.02 | 0.04 |
| Beta | NA | 1.34 | 1.27 | 1.16 | 1.18 | 1.12 | NA | NA | 0.99 | 1.16 | 1.02 | 1.09 | 1.23 | 1.21 | 1.04 | 1.07 | 1.04 | 1.07 | 1.07 | 0.92 | 0.93 | 0.96 | 0.97 | 0.95 | 0.97 | 0.94 | 0.95 | 1.02 | 0.99 | 0.88 | 0.88 | 0.85 | 0.74 | 0.8 |
| RSquared | NA | 0.86 | 0.82 | 0.84 | 0.87 | 0.89 | NA | NA | 0.92 | 0.84 | 0.82 | 0.89 | 0.93 | 0.9 | 0.92 | 0.92 | 0.94 | 0.82 | 0.95 | 0.91 | 0.87 | 0.92 | 0.94 | 0.98 | 0.98 | 0.97 | 0.98 | 0.95 | 0.92 | 0.84 | 0.77 | 0.82 | 0.77 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 1.4 | 1.2 | 1.3 | 0.1 | 3.1 | 0.0 | 0.7 | 0.4 | 0.2 | 0.6 | 0.5 | 0.9 | 0.3 | 0.4 | 0.0 | 0.4 | 0.3 | 1.0 | 0.1 | 0.4 | 0.2 | 0.0 | 1.8 | 0.6 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20.3 | -4.4 | 1237.0 | -98.0 | N/A | -100.0 | 42.3 | 194.9 | -60.2 | -7.2 | -41.3 | 148.7 | -2.6 | N/A | -100.0 | 100.0 | -82.7 | 1210.5 | -65.5 | 120.0 | N/A | -100.0 | 185.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/07/2001
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