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JUSMX: JPMORGAN U.S. SMALL COMPANY FUND CLASS R6 (MUTUAL FUND)
Basic Info 21.27 0.77(3.49%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 11/03/2011 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 9.06% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 15.5 | 36.9 | 16.8 | 0.7 | 7.0 | 9.2 | 10.4 | 11.6 | 14.6 | -20.8 | -4.5 | 15.3 | 22.2 | -12.0 | 9.1 | 20.9 | -3.0 | 8.7 | 40.7 | 21.6 | -1.8 |
| Sharpe Ratio | NA | 1.8 | 1.76 | 0.64 | -0.07 | 0.22 | 0.35 | 0.33 | 0.39 | 0.58 | -0.82 | -0.13 | 0.34 | 1.27 | -0.76 | 0.7 | 1.13 | -0.19 | 0.54 | 2.76 | 1.3 | -0.32 |
| Draw Down(%) | NA | 11.1 | 11.1 | 28.3 | 44.9 | 44.9 | 44.9 | 24.6 | 11.3 | 17.4 | 25.4 | 29.6 | 41.4 | 10.8 | 25.9 | 6.4 | 14.6 | 15.9 | 12.4 | 5.4 | 13.5 | 11.2 |
| Standard Deviation(%) | NA | 20.9 | 19.4 | 21.0 | 25.0 | 24.9 | 22.8 | 22.9 | 20.7 | 19.3 | 27.2 | 33.8 | 43.9 | 16.3 | 17.6 | 12.1 | 18.2 | 16.5 | 16.1 | 14.7 | 16.7 | 33.5 |
| Treynor Ratio | NA | 0.33 | 0.3 | 0.12 | -0.02 | 0.05 | 0.08 | 0.07 | 0.07 | 0.11 | -0.23 | -0.04 | 0.14 | 0.19 | -0.13 | 0.07 | 0.19 | -0.03 | 0.08 | 0.39 | 0.22 | -0.11 |
| Alpha | NA | 0.02 | 0.02 | 0.0 | -0.02 | -0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.02 | -0.08 | -0.01 | -0.02 | -0.01 | -0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 1.15 | 1.14 | 1.08 | 1.05 | 1.05 | 1.05 | 1.03 | 1.19 | 1.02 | 0.97 | 1.2 | 1.06 | 1.07 | 1.02 | 1.15 | 1.06 | 1.04 | 1.09 | 1.05 | 1.01 | 1.03 |
| RSquared | NA | 0.94 | 0.93 | 0.95 | 0.8 | 0.85 | 0.87 | 0.95 | 0.95 | 0.97 | 0.95 | 0.51 | 0.95 | 0.93 | 0.97 | 0.94 | 0.96 | 0.95 | 0.92 | 0.94 | 0.96 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 8.4 | 8.7 | 0.7 | 0.6 | 0.2 | 0.8 | 1.0 | 10.2 | 6.9 | 0.7 | 4.7 | 3.7 | 2.9 | 1.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 1.1 | 1333.3 | -3.7 | 165.9 | -70.1 | -3.5 | -92.7 | 52.1 | 1171.0 | -86.9 | 30.9 | 72.1 | 226.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2011
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