Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDESX (JPMORGAN DISCIPLINED EQUITY FUND SELECT CLASS) | 4.60% | 18.81% | 19.22% | 9.78% | 13.34% | 13.00% | 10.53% | … | … |
Data as of 06/10/2026, Common starting date is 03/25/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDESX (JPMORGAN DISCIPLINED EQUITY FUND SELECT CLASS) | 03/25/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.72 | 18.81 | 19.22 | 9.78 | 13.34 | 13.00 | 10.53 | … | … | 4.60 | 16.57 | 24.57 | 28.23 | -19.35 | 16.32 | 17.52 | 31.17 | -5.53 | 21.50 | 9.59 | -2.48 | 15.38 | 33.99 | 16.96 | 1.01 | 15.26 | 31.28 | -36.81 | 4.99 | 15.45 | 3.62 | 11.61 | 29.45 | -25.18 | -12.56 | -12.16 | 15.70 | 14.44 |
| Sharpe Ratio | NA | 1.67 | 1.16 | 0.42 | 0.62 | NA | NA | … | … | 0.93 | 0.74 | 1.66 | 1.87 | -0.85 | 0.86 | 0.49 | 2.28 | -0.39 | 3.01 | 0.66 | -0.15 | 1.25 | 2.88 | 1.27 | 0.04 | 0.83 | 1.14 | -0.92 | 0.11 | 1.20 | 0.13 | 0.94 | 1.71 | -1.00 | -0.69 | -0.72 | 0.69 | 0.73 |
| Standard Deviation(%) | NA | 11.99 | 14.84 | 18.04 | 18.90 | NA | NA | … | … | 13.59 | 18.68 | 12.64 | 13.26 | 24.53 | 18.90 | 35.29 | 13.01 | 17.60 | 6.95 | 14.26 | 16.57 | 12.30 | 11.78 | 13.38 | 23.47 | 18.33 | 27.37 | 41.05 | 16.20 | 10.07 | 10.28 | 11.29 | 16.80 | 26.44 | 22.24 | 22.75 | 17.81 | 21.44 |
| Draw Down(%) | NA | 9.22 | 18.69 | 31.30 | 34.71 | NA | NA | … | … | 9.22 | 18.69 | 8.32 | 9.52 | 24.17 | 13.79 | 34.71 | 6.91 | 19.81 | 2.61 | 12.96 | 14.42 | 8.76 | 5.63 | 9.88 | 18.56 | 15.68 | 25.67 | 47.93 | 10.29 | 7.62 | 7.18 | 7.98 | 13.93 | 35.30 | 29.85 | 18.65 | 12.72 | 19.48 |
| Yield(%) | 0.00 | 5.75 | 5.64 | 3.51 | 6.31 | 8.15 | 7.05 | … | … | 0.00 | 6.09 | 7.20 | 1.57 | 0.98 | 1.11 | 1.49 | 13.15 | 11.68 | 1.65 | 1.53 | 5.15 | 8.49 | 8.69 | 5.78 | 1.35 | 1.32 | 2.68 | 1.54 | 1.41 | 1.47 | 1.16 | 1.94 | 1.19 | 0.47 | 0.34 | 0.64 | 0.70 | 0.66 |
Data as of 06/10/2026, Common starting date is 03/25/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDESX (JPMORGAN DISCIPLINED EQUITY FUND SELECT CLASS) |
-18.16%
Mar 2000 – Mar 2003 |
-6.66%
Feb 2004 – Feb 2009 |
-4.47%
Feb 1999 – Feb 2009 |
3.61%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDESX (JPMORGAN DISCIPLINED EQUITY FUND SELECT CLASS) |
26.47%
Feb 2009 – Feb 2012 |
23.99%
Feb 2009 – Feb 2014 |
16.39%
Feb 2009 – Feb 2019 |
15.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart