Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHDAX (JPMorgan Hedged Equity 2 Fund Class A) | 4.84% | 11.66% | 10.76% | 7.35% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 03/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHDAX (JPMorgan Hedged Equity 2 Fund Class A) | 03/01/2021 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 11.66 | 10.76 | 7.35 | NA | NA | NA | … | … | 4.84 | 7.44 | 17.76 | 14.87 | -13.51 | 13.07 |
| Sharpe Ratio | NA | 1.29 | 1.04 | 0.55 | NA | NA | NA | … | … | 1.05 | 0.57 | 2.10 | 1.38 | -1.21 | 2.38 |
| Standard Deviation(%) | NA | 7.01 | 7.19 | 8.81 | NA | NA | NA | … | … | 8.18 | 8.02 | 6.74 | 8.19 | 12.44 | 6.56 |
| Draw Down(%) | NA | 5.42 | 9.16 | 15.42 | NA | NA | NA | … | … | 5.42 | 9.16 | 3.17 | 4.88 | 15.42 | 2.96 |
| Yield(%) | 0.00 | 0.34 | 0.57 | 1.58 | 0.83 | 0.55 | 0.41 | … | … | 0.00 | 0.41 | 0.60 | 0.80 | 5.39 | 0.32 |
Data as of 06/12/2026, Common starting date is 03/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHDAX (JPMorgan Hedged Equity 2 Fund Class A) |
4.72%
Apr 2021 – Apr 2024 |
7.51%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHDAX (JPMorgan Hedged Equity 2 Fund Class A) |
13.27%
Dec 2022 – Dec 2025 |
7.74%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart