Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIIGX (JPMorgan U.S. Sustainable Leaders Fund Class R6 Shares) | 3.35% | 18.26% | 18.99% | 10.90% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIIGX (JPMorgan U.S. Sustainable Leaders Fund Class R6 Shares) | 10/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.85 | 18.26 | 18.99 | 10.90 | NA | NA | NA | … | … | 3.35 | 14.40 | 25.36 | 25.64 | -21.15 | 31.00 | 11.40 |
| Sharpe Ratio | NA | 1.24 | 1.04 | 0.48 | NA | NA | NA | … | … | 0.38 | 0.61 | 1.68 | 1.63 | -0.90 | 2.20 | 3.60 |
| Standard Deviation(%) | NA | 12.57 | 15.17 | 17.51 | NA | NA | NA | … | … | 14.58 | 18.88 | 12.97 | 13.65 | 25.22 | 14.11 | 15.31 |
| Draw Down(%) | NA | 12.02 | 19.55 | 27.79 | NA | NA | NA | … | … | 12.02 | 19.25 | 8.57 | 9.28 | 27.59 | 5.81 | 7.22 |
| Yield(%) | 0.00 | 10.32 | 5.57 | 4.25 | 2.87 | 1.91 | 1.43 | … | … | 0.00 | 10.33 | 1.00 | 1.28 | 1.00 | 5.09 | 1.99 |
Data as of 06/05/2026, Common starting date is 10/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIIGX (JPMorgan U.S. Sustainable Leaders Fund Class R6 Shares) |
7.10%
Apr 2021 – Apr 2024 |
9.56%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIIGX (JPMorgan U.S. Sustainable Leaders Fund Class R6 Shares) |
23.78%
Sep 2022 – Sep 2025 |
13.84%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart