Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHQCX (JPMORGAN HEDGED EQUITY FUND CLASS C) | -2.35% | 5.00% | 8.09% | 6.06% | 8.07% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHQCX (JPMORGAN HEDGED EQUITY FUND CLASS C) | 06/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 5.00 | 8.09 | 6.06 | 8.07 | NA | NA | … | … | -2.35 | 6.67 | 17.37 | 15.17 | -8.71 | 12.56 | 13.22 | 12.47 | -1.46 | 11.90 | 8.73 | -2.20 | 5.26 |
| Sharpe Ratio | NA | 0.51 | 0.58 | 0.40 | 0.68 | NA | NA | … | … | -1.20 | 0.35 | 1.65 | 1.46 | -0.96 | 2.06 | 0.76 | 1.63 | -0.31 | 2.78 | 1.00 | -0.25 | 1.35 |
| Standard Deviation(%) | NA | 6.30 | 8.80 | 8.86 | 9.39 | NA | NA | … | … | 6.46 | 10.76 | 8.33 | 7.93 | 10.56 | 6.09 | 16.93 | 6.74 | 9.07 | 4.06 | 8.56 | 8.79 | 6.77 |
| Draw Down(%) | NA | 6.96 | 13.23 | 14.85 | 18.91 | NA | NA | … | … | 6.96 | 13.16 | 4.87 | 7.21 | 14.85 | 2.77 | 18.91 | 4.17 | 7.28 | 1.44 | 6.64 | 8.51 | 4.53 |
| Yield(%) | 0.00 | 0.01 | 0.12 | 0.15 | 0.42 | 0.38 | 0.28 | … | … | 0.00 | 0.01 | 0.10 | 0.31 | 0.27 | 0.05 | 0.52 | 0.50 | 0.52 | 0.45 | 0.74 | 0.67 | 0.54 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| JHQCX (JPMORGAN HEDGED EQUITY FUND CLASS C) |
4.34%
Sep 2019 – Sep 2022 |
4.44%
Sep 2017 – Sep 2022 |
6.92%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHQCX (JPMORGAN HEDGED EQUITY FUND CLASS C) |
14.55%
Sep 2022 – Sep 2025 |
10.48%
Feb 2020 – Feb 2025 |
9.08%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart