Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLQVX (JPMORGAN LARGE CAP VALUE FUND SELECT CLASS) | 5.01% | 19.13% | 15.24% | 6.70% | 10.97% | 11.30% | 8.66% | … | … |
Data as of 06/10/2026, Common starting date is 03/27/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLQVX (JPMORGAN LARGE CAP VALUE FUND SELECT CLASS) | 03/27/1991 | 06/10/2026 |
| 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 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.96 | 19.13 | 15.24 | 6.70 | 10.97 | 11.30 | 8.66 | … | … | 5.01 | 15.67 | 15.53 | 11.35 | -4.21 | 15.00 | 10.54 | 27.45 | -15.22 | 17.67 | 22.01 | -2.19 | 14.12 | 35.92 | 16.46 | -4.77 | 12.48 | 32.64 | -39.05 | -1.56 | 20.42 | 4.07 | 15.15 | 29.63 | -22.67 | -13.03 | 6.06 | 12.15 | 13.62 | 26.31 | 19.94 | 13.17 | -4.83 | 1.98 | 6.63 | 12.53 |
| Sharpe Ratio | NA | 1.59 | 0.94 | 0.25 | 0.46 | NA | NA | … | … | 0.86 | 0.78 | 0.97 | 0.57 | -0.28 | 0.72 | 0.23 | 2.01 | -0.96 | 1.76 | 1.26 | -0.14 | 1.13 | 2.95 | 1.10 | -0.18 | 0.62 | 1.02 | -0.84 | -0.27 | 1.79 | 0.18 | 1.43 | 1.76 | -0.89 | -0.78 | 0.10 | 0.54 | 0.55 | 1.43 | 1.69 | 0.76 | -0.74 | -0.02 | 0.41 | 0.97 |
| Standard Deviation(%) | NA | 12.45 | 13.85 | 16.47 | 20.43 | NA | NA | … | … | 13.68 | 16.36 | 12.26 | 13.56 | 20.43 | 20.78 | 43.95 | 12.94 | 17.31 | 9.72 | 17.34 | 15.90 | 12.52 | 12.15 | 15.01 | 26.54 | 20.12 | 31.88 | 47.30 | 17.26 | 9.55 | 10.20 | 9.92 | 16.40 | 26.72 | 20.17 | 18.86 | 16.34 | 18.32 | 15.81 | 9.54 | 12.09 | 10.70 | 9.89 | 10.02 | 13.36 |
| Draw Down(%) | NA | 9.31 | 18.32 | 19.17 | 43.21 | NA | NA | … | … | 9.31 | 16.11 | 8.63 | 12.47 | 18.38 | 13.98 | 43.21 | 8.05 | 24.84 | 5.16 | 12.60 | 12.40 | 8.88 | 5.59 | 14.12 | 24.24 | 17.40 | 28.91 | 52.71 | 15.12 | 6.94 | 6.82 | 5.57 | 15.36 | 35.48 | 27.60 | 12.15 | 14.93 | 20.01 | 10.97 | 8.47 | 11.69 | 9.53 | 6.54 | 6.67 | 6.58 |
| Yield(%) | 0.00 | 8.39 | 8.92 | 5.16 | 6.96 | 8.98 | 6.60 | … | … | 0.14 | 8.61 | 11.55 | 5.75 | 1.30 | 1.05 | 1.14 | 1.72 | 7.02 | 9.80 | 6.89 | 12.67 | 18.07 | 5.60 | 1.32 | 1.24 | 1.17 | 2.14 | 1.56 | 24.58 | 11.28 | 4.41 | 1.50 | 1.22 | 0.79 | 1.68 | 3.24 | 10.30 | 8.13 | 9.04 | 11.08 | 2.92 | 2.34 | 1.39 | 1.61 | 2.00 |
Data as of 06/10/2026, Common starting date is 03/27/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLQVX (JPMORGAN LARGE CAP VALUE FUND SELECT CLASS) |
-17.22%
Feb 2006 – Feb 2009 |
-7.40%
Feb 2004 – Feb 2009 |
-3.14%
Feb 1999 – Feb 2009 |
1.88%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLQVX (JPMORGAN LARGE CAP VALUE FUND SELECT CLASS) |
24.86%
Feb 2009 – Feb 2012 |
22.71%
Feb 2009 – Feb 2014 |
15.68%
Feb 2009 – Feb 2019 |
13.45%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart