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JUSSX: JPMORGAN U.S. SMALL COMPANY FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 21.25 0.77(3.50%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 12/23/1993 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 8.97% |
| 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 12/23/1993 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 15.5 | 36.7 | 16.7 | 0.6 | 6.9 | 8.2 | 7.1 | 7.7 | 10.3 | 11.6 | 14.6 | -20.9 | -4.7 | 15.2 | 22.2 | -12.0 | 9.0 | 20.7 | -3.2 | 8.6 | 40.6 | 21.6 | -3.7 | 27.2 | 35.1 | -34.2 | -6.1 | 15.9 | 4.1 | 14.0 | 40.0 | -20.4 | -8.8 | -9.7 | 44.3 | -5.1 | 22.7 | 20.8 | 23.0 | -5.8 | 2.5 |
| Sharpe Ratio | NA | 1.8 | 1.75 | 0.64 | -0.08 | 0.21 | NA | NA | 0.26 | 0.32 | 0.39 | 0.57 | -0.82 | -0.14 | 0.34 | 1.28 | -0.77 | 0.69 | 1.12 | -0.2 | 0.53 | 2.76 | 1.3 | -0.11 | 1.03 | 0.97 | -0.78 | -0.45 | 0.72 | 0.11 | 0.75 | 2.17 | -0.94 | -0.49 | -0.4 | 2.48 | -0.41 | 1.57 | 1.71 | 2.09 | -0.96 | NA |
| Draw Down(%) | NA | 11.0 | 11.0 | 28.3 | 45.1 | 45.1 | NA | NA | 60.4 | 24.6 | 11.3 | 17.5 | 25.4 | 29.7 | 41.4 | 10.8 | 25.9 | 6.4 | 14.6 | 15.9 | 12.4 | 5.4 | 13.5 | 30.5 | 20.9 | 31.4 | 50.4 | 19.0 | 15.3 | 10.6 | 16.0 | 16.0 | 35.0 | 29.5 | 36.7 | 11.9 | 39.3 | 10.6 | 13.3 | 5.7 | 14.1 | NA |
| Standard Deviation(%) | NA | 20.8 | 19.4 | 21.0 | 25.0 | 24.9 | NA | NA | 23.3 | 22.9 | 20.7 | 19.3 | 27.2 | 33.8 | 43.9 | 16.2 | 17.5 | 12.1 | 18.3 | 16.5 | 16.1 | 14.7 | 16.7 | 33.4 | 26.3 | 36.0 | 45.1 | 20.8 | 17.4 | 16.3 | 17.2 | 18.1 | 22.9 | 23.5 | 35.1 | 16.5 | 20.9 | 12.1 | 10.0 | 9.1 | 9.2 | NA |
| Treynor Ratio | NA | 0.33 | 0.3 | 0.12 | -0.02 | 0.05 | NA | NA | 0.06 | 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 | 0.21 | -0.04 | 0.25 | 0.35 | -0.35 | -0.08 | 0.11 | 0.02 | 0.12 | 0.39 | -0.24 | -0.12 | -0.13 | 0.53 | -0.1 | 0.25 | 0.27 | 0.2 | -0.12 | NA |
| Alpha | NA | 0.02 | 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 | 0.0 | 0.01 | -0.03 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.05 | -0.02 | 0.11 | 0.02 | 0.03 | 0.05 | 0.0 | -0.01 | NA |
| Beta | NA | 1.14 | 1.14 | 1.08 | 1.05 | 1.05 | NA | NA | 1.01 | 1.03 | 1.19 | 1.02 | 0.97 | 1.2 | 1.06 | 1.07 | 1.01 | 1.15 | 1.06 | 1.05 | 1.09 | 1.05 | 1.01 | 1.05 | 1.09 | 1.0 | 1.01 | 1.1 | 1.14 | 1.12 | 1.06 | 1.01 | 0.9 | 0.95 | 1.1 | 0.78 | 0.87 | 0.75 | 0.62 | 0.97 | 0.77 | NA |
| RSquared | NA | 0.94 | 0.93 | 0.95 | 0.8 | 0.85 | NA | NA | 0.9 | 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 | 0.98 | 0.99 | 0.99 | 0.96 | 0.99 | 0.98 | 0.96 | 0.97 | 0.95 | 0.89 | 0.88 | 0.59 | 0.82 | 0.81 | 0.63 | 0.81 | 0.75 | NA |
| Yield(%) | N/A | 0.0 | 9.0 | 6.6 | 2.6 | 4.2 | 5.5 | 5.1 | N/A | 8.3 | 8.6 | 0.6 | 0.5 | 0.1 | 0.7 | 0.8 | 10.1 | 6.8 | 0.6 | 4.6 | 3.7 | 2.8 | 1.0 | 0.4 | 0.4 | 1.4 | 1.1 | 26.0 | 14.9 | 10.7 | 14.3 | 0.5 | 0.5 | 0.3 | 10.8 | 0.1 | 10.7 | 14.4 | 8.6 | 1.2 | 0.8 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | 1.2 | 1269.8 | -8.6 | -9.1 | -45.5 | N/A | N/A | 1.2 | 1552.2 | 1.1 | 345.0 | -82.8 | -7.2 | -93.5 | 52.9 | 1354.7 | -88.6 | 30.3 | 72.2 | 249.0 | 152.6 | 11.8 | -58.0 | -14.7 | -97.2 | 72.8 | 35.2 | -27.6 | 3823.5 | -17.7 | 72.2 | -98.1 | 18610.0 | -99.4 | -18.5 | 82.1 | 786.6 | 38.4 | 616.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/23/1993
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