Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHQPX (JPMORGAN HEDGED EQUITY FUND CLASS R5) | -1.98% | 5.92% | 9.05% | 7.02% | 9.05% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHQPX (JPMORGAN HEDGED EQUITY FUND CLASS R5) | 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 (%) | -0.17 | 5.92 | 9.05 | 7.02 | 9.05 | NA | NA | … | … | -1.98 | 7.62 | 18.41 | 16.25 | -7.90 | 13.57 | 14.23 | 13.46 | -0.51 | 12.93 | 9.78 | -1.27 | 5.75 |
| Sharpe Ratio | NA | 0.66 | 0.69 | 0.51 | 0.78 | NA | NA | … | … | -1.08 | 0.44 | 1.78 | 1.59 | -0.89 | 2.23 | 0.82 | 1.78 | -0.21 | 3.08 | 1.12 | -0.15 | 1.47 |
| Standard Deviation(%) | NA | 6.30 | 8.81 | 8.86 | 9.38 | NA | NA | … | … | 6.45 | 10.77 | 8.32 | 7.97 | 10.53 | 6.08 | 16.94 | 6.74 | 9.04 | 4.00 | 8.53 | 8.75 | 6.79 |
| Draw Down(%) | NA | 6.86 | 13.07 | 14.25 | 18.82 | NA | NA | … | … | 6.86 | 13.07 | 4.83 | 7.05 | 14.25 | 2.72 | 18.82 | 4.12 | 7.10 | 1.43 | 6.54 | 8.27 | 4.52 |
| Yield(%) | 0.00 | 0.78 | 1.05 | 1.07 | 1.64 | 1.31 | 0.98 | … | … | 0.13 | 0.82 | 1.04 | 1.28 | 1.03 | 0.97 | 1.39 | 1.41 | 1.25 | 1.28 | 1.66 | 1.34 | 0.85 |
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 |
|---|---|---|---|---|
| JHQPX (JPMORGAN HEDGED EQUITY FUND CLASS R5) |
5.27%
Sep 2019 – Sep 2022 |
5.39%
Sep 2017 – Sep 2022 |
7.90%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHQPX (JPMORGAN HEDGED EQUITY FUND CLASS R5) |
15.58%
Sep 2022 – Sep 2025 |
11.47%
Feb 2020 – Feb 2025 |
10.07%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart