Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IUERX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS R2) | 9.86% | 19.73% | 14.36% | 5.48% | 8.28% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IUERX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS R2) | 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 (%) | -3.92 | 19.73 | 14.36 | 5.48 | 8.28 | NA | NA | … | … | 9.86 | 20.64 | 2.00 | 16.27 | -18.96 | 6.24 | 14.51 | 28.90 | -16.91 | 27.65 | 0.06 | 1.71 | -5.11 | 12.54 |
| Sharpe Ratio | NA | 1.02 | 0.72 | 0.16 | 0.37 | NA | NA | … | … | 0.91 | 1.16 | -0.34 | 0.98 | -0.91 | 0.44 | 0.46 | 2.45 | -1.18 | 3.16 | -0.01 | 0.11 | -0.40 | 1.74 |
| Standard Deviation(%) | NA | 16.12 | 15.05 | 16.52 | 17.43 | NA | NA | … | … | 20.60 | 15.64 | 13.53 | 12.38 | 22.53 | 14.14 | 30.89 | 11.24 | 15.47 | 8.60 | 17.98 | 15.64 | 12.71 | 12.87 |
| Draw Down(%) | NA | 12.53 | 13.64 | 33.56 | 33.63 | NA | NA | … | … | 12.53 | 13.31 | 9.26 | 10.68 | 31.30 | 8.24 | 33.61 | 7.29 | 26.32 | 3.08 | 14.32 | 17.19 | 13.98 | 7.00 |
| Yield(%) | 0.00 | 4.33 | 3.25 | 2.33 | 2.42 | 2.54 | 1.91 | … | … | 0.00 | 5.00 | 2.83 | 1.79 | 2.48 | 1.18 | 0.57 | 0.00 | 1.58 | 0.87 | 1.79 | 0.00 | 7.91 | 7.71 |
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 |
|---|---|---|---|---|
| IUERX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS R2) |
-2.42%
Sep 2019 – Sep 2022 |
-1.20%
Sep 2017 – Sep 2022 |
3.06%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IUERX (JPMORGAN INTERNATIONAL UNCONSTRAINED EQUITY FUND CLASS R2) |
19.27%
Sep 2022 – Sep 2025 |
11.80%
Feb 2016 – Feb 2021 |
9.42%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart