Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHQDX (JPMorgan Hedged Equity 2 Fund Class I) | 3.88% | 10.89% | 10.64% | 7.46% | 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 |
|---|---|---|
| JHQDX (JPMorgan Hedged Equity 2 Fund Class I) | 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 | 10.89 | 10.64 | 7.46 | NA | NA | NA | … | … | 3.88 | 7.71 | 18.03 | 15.26 | -13.35 | 13.34 |
| Sharpe Ratio | NA | 1.43 | 1.11 | 0.58 | NA | NA | NA | … | … | 1.09 | 0.60 | 2.15 | 1.43 | -1.19 | 2.43 |
| Standard Deviation(%) | NA | 6.93 | 7.18 | 8.79 | NA | NA | NA | … | … | 8.14 | 8.05 | 6.71 | 8.19 | 12.41 | 6.57 |
| Draw Down(%) | NA | 5.41 | 9.14 | 15.25 | NA | NA | NA | … | … | 5.41 | 9.14 | 3.17 | 4.87 | 15.25 | 2.91 |
| Yield(%) | 0.00 | 0.53 | 0.84 | 1.82 | 0.95 | 0.63 | 0.48 | … | … | 0.00 | 0.67 | 0.88 | 1.10 | 5.59 | 0.44 |
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 |
|---|---|---|---|---|
| JHQDX (JPMorgan Hedged Equity 2 Fund Class I) |
4.98%
Apr 2021 – Apr 2024 |
7.77%
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 |
|---|---|---|---|---|
| JHQDX (JPMorgan Hedged Equity 2 Fund Class I) |
13.58%
Dec 2022 – Dec 2025 |
8.00%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart