Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHDCX (JPMorgan Hedged Equity 2 Fund Class C) | 3.65% | 10.18% | 9.86% | 6.68% | 9.98% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/30/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHDCX (JPMorgan Hedged Equity 2 Fund Class C) | 03/30/2015 | 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 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.82 | 10.18 | 9.86 | 6.68 | 9.98 | NA | NA | … | … | 3.65 | 7.96 | 17.19 | 14.30 | -13.91 | 79.17 | -1.86 | 4.39 | 6.49 | -3.50 |
| Sharpe Ratio | NA | 1.33 | 1.00 | 0.49 | 0.50 | NA | NA | … | … | 1.02 | 0.65 | 1.57 | 1.24 | -1.23 | 0.67 | -1.49 | 2.42 | 2.43 | -2.11 |
| Standard Deviation(%) | NA | 6.89 | 7.17 | 8.80 | 16.80 | NA | NA | … | … | 8.14 | 8.02 | 6.74 | 8.18 | 12.43 | 50.44 | 2.14 | 1.56 | 2.59 | 2.18 |
| Draw Down(%) | NA | 5.49 | 9.21 | 15.81 | 15.81 | NA | NA | … | … | 5.49 | 9.21 | 3.18 | 5.08 | 15.81 | 2.99 | 3.41 | 0.72 | 2.82 | 4.66 |
| Yield(%) | 0.00 | 0.00 | 0.11 | 1.16 | 2.17 | 1.65 | 1.24 | … | … | 0.00 | 0.00 | 0.08 | 0.28 | 5.02 | 0.05 | 3.76 | 3.40 | 3.39 | 2.68 |
Data as of 06/10/2026, Common starting date is 03/30/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHDCX (JPMorgan Hedged Equity 2 Fund Class C) |
2.17%
May 2015 – May 2018 |
5.77%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHDCX (JPMorgan Hedged Equity 2 Fund Class C) |
23.51%
Dec 2018 – Dec 2021 |
17.58%
Feb 2020 – Feb 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart