Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHDRX (JPMorgan Hedged Equity 2 Fund Class R6) | 3.93% | 11.15% | 10.90% | 7.72% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHDRX (JPMorgan Hedged Equity 2 Fund Class R6) | 03/01/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.81 | 11.15 | 10.90 | 7.72 | NA | NA | NA | … | … | 3.93 | 8.03 | 18.31 | 15.53 | -13.12 | 13.57 |
| Sharpe Ratio | NA | 1.47 | 1.15 | 0.61 | NA | NA | NA | … | … | 1.10 | 0.64 | 2.18 | 1.47 | -1.17 | 2.47 |
| Standard Deviation(%) | NA | 6.92 | 7.17 | 8.79 | NA | NA | NA | … | … | 8.18 | 8.04 | 6.73 | 8.14 | 12.43 | 6.58 |
| Draw Down(%) | NA | 5.41 | 9.08 | 15.08 | NA | NA | NA | … | … | 5.41 | 9.08 | 3.17 | 4.80 | 15.08 | 2.92 |
| Yield(%) | 0.00 | 0.73 | 1.10 | 2.07 | 1.08 | 0.72 | 0.54 | … | … | 0.00 | 0.93 | 1.15 | 1.38 | 5.82 | 0.61 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| JHDRX (JPMorgan Hedged Equity 2 Fund Class R6) |
5.24%
Apr 2021 – Apr 2024 |
8.02%
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 |
|---|---|---|---|---|
| JHDRX (JPMorgan Hedged Equity 2 Fund Class R6) |
13.87%
Dec 2022 – Dec 2025 |
8.27%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart