Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUEFX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS R5) | 10.19% | 20.55% | 15.12% | 6.17% | 8.99% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUEFX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS R5) | 06/03/2013 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.90 | 20.55 | 15.12 | 6.17 | 8.99 | NA | NA | … | … | 10.19 | 20.80 | 2.66 | 17.05 | -18.44 | 6.90 | 15.26 | 29.76 | -16.37 | 28.55 | 0.74 | 2.33 | -3.67 | 13.04 |
| Sharpe Ratio | NA | 1.07 | 0.77 | 0.20 | 0.41 | NA | NA | … | … | 0.95 | 1.16 | -0.29 | 1.04 | -0.88 | 0.49 | 0.48 | 2.52 | -1.15 | 3.28 | 0.03 | 0.15 | -0.29 | 1.81 |
| Standard Deviation(%) | NA | 16.14 | 15.05 | 16.51 | 17.43 | NA | NA | … | … | 20.63 | 15.69 | 13.50 | 12.38 | 22.49 | 14.14 | 30.94 | 11.27 | 15.46 | 8.56 | 17.99 | 15.69 | 12.85 | 12.88 |
| Draw Down(%) | NA | 12.47 | 13.33 | 33.06 | 33.58 | NA | NA | … | … | 12.47 | 13.28 | 9.22 | 10.48 | 30.93 | 8.19 | 33.58 | 7.25 | 25.92 | 3.08 | 14.27 | 16.97 | 13.88 | 7.01 |
| Yield(%) | 0.00 | 4.88 | 3.77 | 2.83 | 3.10 | 3.12 | 2.34 | … | … | 0.00 | 5.64 | 3.24 | 2.32 | 2.99 | 1.91 | 1.12 | 0.38 | 2.01 | 1.04 | 2.47 | 0.38 | 9.17 | 8.32 |
Data as of 06/09/2026, Common starting date is 06/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUEFX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS R5) |
-1.77%
Sep 2019 – Sep 2022 |
-0.54%
Sep 2017 – Sep 2022 |
3.83%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUEFX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS R5) |
20.03%
Sep 2022 – Sep 2025 |
12.55%
Feb 2016 – Feb 2021 |
10.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart