Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIHYX (JPMorgan International Hedged Equity Fund Class R5) | NA | 6.85% | 2.43% | 2.85% | NA | NA | NA | … | … |
Data as of 12/13/2024, Common starting date is 03/21/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIHYX (JPMorgan International Hedged Equity Fund Class R5) | 03/21/2019 | 12/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.48 | 6.85 | 2.43 | 2.85 | NA | NA | NA | … | … | 6.68 | 11.95 | -11.57 | 10.20 | -1.63 | 10.00 |
| Sharpe Ratio | NA | 0.03 | -0.17 | 0.03 | NA | NA | NA | … | … | 0.03 | 0.92 | -1.32 | 1.31 | -0.09 | 1.67 |
| Standard Deviation(%) | NA | 8.73 | 9.11 | 11.89 | NA | NA | NA | … | … | 8.91 | 8.45 | 9.84 | 7.76 | 20.04 | 6.96 |
| Draw Down(%) | NA | 6.17 | 16.61 | 18.99 | NA | NA | NA | … | … | 6.17 | 8.50 | 16.61 | 4.80 | 18.99 | 4.01 |
| Yield(%) | 0.00 | 2.82 | 1.80 | 1.80 | 1.27 | 0.85 | 0.63 | … | … | 0.00 | 3.15 | 0.00 | 2.84 | 1.90 | 4.77 |
Data as of 12/13/2024, Common starting date is 03/21/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIHYX (JPMorgan International Hedged Equity Fund Class R5) |
-1.69%
Sep 2019 – Sep 2022 |
2.97%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIHYX (JPMorgan International Hedged Equity Fund Class R5) |
6.40%
Jul 2020 – Jul 2023 |
5.72%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart