Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EMREX (JPMorgan Trust IV Emerging Mkts Resh Enhanced Equity Fd Cl I R6) | 20.63% | 43.92% | 21.49% | 5.89% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EMREX (JPMorgan Trust IV Emerging Mkts Resh Enhanced Equity Fd Cl I R6) | 01/31/2019 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.53 | 43.92 | 21.49 | 5.89 | NA | NA | NA | … | … | 20.63 | 35.12 | 6.56 | 8.54 | -21.47 | -3.46 | 18.40 | 13.12 |
| Sharpe Ratio | NA | 2.13 | 1.10 | 0.17 | NA | NA | NA | … | … | 1.89 | 2.04 | 0.21 | 0.35 | -1.06 | -0.20 | 0.59 | 0.99 |
| Standard Deviation(%) | NA | 19.56 | 16.73 | 17.54 | NA | NA | NA | … | … | 26.14 | 15.89 | 13.90 | 13.99 | 21.65 | 17.25 | 30.45 | 13.12 |
| Draw Down(%) | NA | 13.30 | 15.48 | 38.69 | NA | NA | NA | … | … | 13.30 | 13.94 | 9.39 | 13.34 | 33.67 | 17.43 | 33.51 | 9.99 |
| Yield(%) | 0.00 | 4.10 | 3.41 | 2.65 | 2.31 | 1.54 | 1.15 | … | … | 0.00 | 4.64 | 2.42 | 3.10 | 1.81 | 4.96 | 1.67 | 2.97 |
Data as of 06/08/2026, Common starting date is 01/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMREX (JPMorgan Trust IV Emerging Mkts Resh Enhanced Equity Fd Cl I R6) |
-8.69%
Jan 2021 – Jan 2024 |
0.75%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EMREX (JPMorgan Trust IV Emerging Mkts Resh Enhanced Equity Fd Cl I R6) |
24.90%
May 2023 – May 2026 |
7.49%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart