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JSCSX: JPMORGAN U.S. SMALL COMPANY FUND SELECT CLASS (MUTUAL FUND)
Basic Info 21.27 0.77(3.49%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 12/12/1985 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 8.89% |
| Expenses | 1.69% |
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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 | Since 12/12/1985 |
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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 15.4 | 36.6 | 16.6 | 0.4 | 6.8 | 8.1 | 7.0 | 6.4 | 10.2 | 11.5 | 14.4 | -21.0 | -4.8 | 15.0 | 21.9 | -12.1 | 8.8 | 20.6 | -3.4 | 8.5 | 40.3 | 21.4 | -3.9 | 26.9 | 34.3 | -34.3 | -6.4 | 15.8 | 3.9 | 13.8 | 39.7 | -20.7 | -9.5 | -16.7 | 44.0 | -17.1 | 6.3 | 10.5 | 17.1 | -12.8 | -8.2 | 19.1 | 59.5 | -25.7 | 29.0 | 13.7 | -7.2 | 13.4 | 5.1 |
| Sharpe Ratio | NA | 1.79 | 1.75 | 0.63 | -0.08 | 0.21 | NA | NA | 0.18 | 0.32 | 0.38 | 0.56 | -0.83 | -0.14 | 0.33 | 1.26 | -0.77 | 0.68 | 1.11 | -0.21 | 0.52 | 2.74 | 1.29 | -0.12 | 1.01 | 0.95 | -0.78 | -0.46 | 0.71 | 0.1 | 0.74 | 2.16 | -0.95 | -0.51 | -0.58 | 2.46 | -0.86 | 0.17 | 0.59 | 1.2 | -1.45 | -0.65 | 1.06 | 2.99 | -1.63 | 1.91 | 0.63 | -0.35 | 0.72 | 8.47 |
| Draw Down(%) | NA | 11.1 | 11.1 | 28.3 | 45.2 | 45.2 | NA | NA | 61.2 | 24.6 | 11.3 | 17.5 | 25.5 | 29.7 | 41.4 | 10.9 | 25.9 | 6.4 | 14.7 | 15.9 | 12.4 | 5.6 | 13.6 | 30.5 | 21.1 | 31.6 | 50.3 | 19.2 | 15.3 | 10.7 | 16.0 | 16.0 | 35.1 | 29.9 | 41.4 | 11.9 | 39.4 | 15.0 | 13.2 | 7.2 | 18.8 | 13.7 | 19.6 | 13.5 | 37.8 | 9.8 | 13.7 | 44.5 | 16.6 | 0.0 |
| Standard Deviation(%) | NA | 20.8 | 19.4 | 21.0 | 25.0 | 24.9 | NA | NA | 22.7 | 22.8 | 20.7 | 19.3 | 27.2 | 33.8 | 44.0 | 16.2 | 17.5 | 12.1 | 18.3 | 16.5 | 16.1 | 14.7 | 16.7 | 33.4 | 26.4 | 36.0 | 45.0 | 20.7 | 17.4 | 16.3 | 17.2 | 18.1 | 23.0 | 23.8 | 36.0 | 16.5 | 23.9 | 15.9 | 11.5 | 11.0 | 10.9 | 15.9 | 15.5 | 18.5 | 19.1 | 12.0 | 14.0 | 32.9 | 12.5 | 21.4 |
| Treynor Ratio | NA | 0.33 | 0.3 | 0.12 | -0.02 | 0.05 | NA | NA | 0.04 | 0.07 | 0.07 | 0.11 | -0.23 | -0.04 | 0.14 | 0.19 | -0.13 | 0.07 | 0.19 | -0.03 | 0.08 | 0.38 | 0.21 | -0.04 | 0.24 | 0.34 | -0.35 | -0.09 | 0.11 | 0.02 | 0.12 | 0.39 | -0.24 | -0.12 | -0.19 | 0.52 | -0.25 | 0.03 | 0.11 | 0.13 | -0.2 | -0.16 | 0.13 | 0.45 | -0.25 | 1.0 | 0.1 | -0.27 | 0.28 | 2.05 |
| Alpha | NA | 0.01 | 0.02 | 0.0 | -0.02 | -0.01 | NA | NA | 0.0 | 0.01 | -0.01 | -0.01 | -0.02 | -0.08 | -0.01 | -0.02 | -0.01 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.01 | -0.03 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.05 | -0.05 | 0.11 | -0.04 | -0.04 | 0.01 | -0.02 | -0.04 | -0.06 | 0.0 | 0.03 | 0.0 | 0.09 | -0.03 | 0.0 | 0.06 | 0.3 |
| Beta | NA | 1.14 | 1.13 | 1.08 | 1.05 | 1.05 | NA | NA | 0.95 | 1.02 | 1.19 | 1.02 | 0.97 | 1.2 | 1.06 | 1.07 | 1.01 | 1.15 | 1.07 | 1.05 | 1.09 | 1.05 | 1.01 | 1.05 | 1.09 | 1.0 | 1.01 | 1.1 | 1.13 | 1.11 | 1.06 | 1.01 | 0.9 | 0.98 | 1.13 | 0.78 | 0.84 | 0.94 | 0.6 | 1.0 | 0.78 | 0.65 | 1.24 | 1.24 | 1.23 | 0.23 | 0.88 | 0.42 | 0.33 | 0.88 |
| RSquared | NA | 0.94 | 0.93 | 0.95 | 0.8 | 0.85 | NA | NA | 0.79 | 0.95 | 0.95 | 0.97 | 0.95 | 0.51 | 0.95 | 0.93 | 0.97 | 0.94 | 0.96 | 0.95 | 0.93 | 0.94 | 0.97 | 0.99 | 0.97 | 0.99 | 0.99 | 0.96 | 0.99 | 0.98 | 0.96 | 0.97 | 0.95 | 0.93 | 0.89 | 0.6 | 0.6 | 0.74 | 0.45 | 0.6 | 0.56 | 0.2 | 0.6 | 0.73 | 0.77 | 0.12 | 0.55 | 0.21 | 0.22 | 0.11 |
| Yield(%) | N/A | 0.0 | 8.8 | 6.4 | 2.5 | 4.1 | 5.2 | 4.9 | N/A | 8.2 | 8.4 | 0.4 | 0.3 | 0.0 | 0.5 | 0.6 | 10.0 | 6.6 | 0.4 | 4.4 | 3.5 | 2.7 | 0.8 | 0.3 | 0.2 | 1.3 | 0.9 | 25.8 | 14.6 | 10.5 | 14.3 | 0.3 | 0.0 | 0.2 | 0.2 | 0.1 | 0.3 | 0.5 | 0.9 | 1.3 | 0.9 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | 1.0 | 1869.3 | -7.9 | -10.1 | -11.6 | 235.4 | N/A | 1.0 | 2054.4 | 0.0 | N/A | -100.0 | -11.5 | -94.9 | 53.7 | 2127.3 | -92.4 | 31.9 | 75.5 | 302.6 | 188.9 | 50.0 | -76.3 | -2.6 | -97.7 | 75.0 | 34.5 | -28.7 | 6800.0 | N/A | -100.0 | 23.1 | 188.9 | -77.5 | -44.4 | -35.1 | -18.4 | 19.3 | 128.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/1985
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