Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHEQX (JPMORGAN HEDGED EQUITY FUND SELECT CLASS) | -1.99% | 6.67% | 9.19% | 6.88% | 8.82% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHEQX (JPMORGAN HEDGED EQUITY FUND SELECT CLASS) | 06/02/2014 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 6.67 | 9.19 | 6.88 | 8.82 | NA | NA | … | … | -1.99 | 7.49 | 18.23 | 16.07 | -8.02 | 13.38 | 14.10 | 13.31 | -0.71 | 12.70 | 9.58 | -1.43 | 5.61 |
| Sharpe Ratio | NA | 0.75 | 0.72 | 0.51 | 0.77 | NA | NA | … | … | -1.01 | 0.43 | 1.75 | 1.58 | -0.90 | 2.19 | 0.81 | 1.75 | -0.23 | 3.06 | 1.09 | -0.17 | 1.43 |
| Standard Deviation(%) | NA | 6.34 | 8.86 | 8.87 | 9.39 | NA | NA | … | … | 6.63 | 10.78 | 8.35 | 7.94 | 10.52 | 6.10 | 16.93 | 6.75 | 9.06 | 3.95 | 8.57 | 8.76 | 6.79 |
| Draw Down(%) | NA | 6.88 | 13.07 | 14.34 | 18.85 | NA | NA | … | … | 6.88 | 13.07 | 4.84 | 7.02 | 14.34 | 2.75 | 18.85 | 4.13 | 7.12 | 1.43 | 6.55 | 8.33 | 4.52 |
| Yield(%) | 0.00 | 0.66 | 0.90 | 0.92 | 1.42 | 1.14 | 0.85 | … | … | 0.10 | 0.69 | 0.88 | 1.13 | 0.89 | 0.81 | 1.25 | 1.25 | 1.11 | 1.10 | 1.47 | 1.18 | 0.77 |
Data as of 06/05/2026, Common starting date is 06/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHEQX (JPMORGAN HEDGED EQUITY FUND SELECT CLASS) |
5.11%
Mar 2017 – Mar 2020 |
5.23%
Sep 2017 – Sep 2022 |
7.72%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHEQX (JPMORGAN HEDGED EQUITY FUND SELECT CLASS) |
15.42%
Sep 2022 – Sep 2025 |
11.31%
Feb 2020 – Feb 2025 |
9.89%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart