Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JIUCX (JPMORGAN INTERNATIONAL VALUE FUND CLASS C) | 7.23% | 28.20% | 23.72% | 13.16% | 9.77% | 6.10% | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/18/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JIUCX (JPMORGAN INTERNATIONAL VALUE FUND CLASS C) | 07/18/2006 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | 28.20 | 23.72 | 13.16 | 9.77 | 6.10 | NA | … | … | 7.23 | 43.62 | 8.99 | 18.12 | -6.06 | 15.68 | -4.83 | 14.63 | -19.28 | 21.04 | 1.49 | -3.92 | -11.03 | 20.24 | 16.69 | -13.78 | 8.43 | 28.02 | -43.98 | 10.67 | 23.48 |
| Sharpe Ratio | NA | 1.86 | 1.50 | 0.65 | 0.43 | NA | NA | … | … | 0.96 | 2.66 | 0.19 | 1.01 | -0.34 | 1.08 | -0.14 | 1.15 | -1.49 | 2.36 | 0.06 | -0.23 | -0.85 | 1.37 | 0.92 | -0.47 | 0.35 | 0.87 | -0.99 | 0.42 | 5.54 |
| Standard Deviation(%) | NA | 14.01 | 14.22 | 16.14 | 18.14 | NA | NA | … | … | 16.86 | 15.60 | 12.67 | 13.91 | 21.72 | 14.49 | 35.08 | 11.52 | 13.85 | 8.68 | 21.05 | 17.05 | 12.97 | 14.73 | 18.30 | 29.49 | 24.13 | 32.04 | 45.01 | 18.36 | 9.99 |
| Draw Down(%) | NA | 11.00 | 13.69 | 27.98 | 49.22 | NA | NA | … | … | 11.00 | 13.69 | 7.90 | 9.43 | 27.98 | 9.23 | 41.27 | 12.31 | 27.69 | 3.44 | 15.97 | 17.99 | 15.86 | 10.81 | 17.30 | 27.92 | 22.14 | 30.84 | 56.16 | 13.00 | 3.09 |
| Yield(%) | 0.00 | 3.15 | 4.31 | 3.66 | 3.82 | 2.83 | 2.76 | … | … | 0.00 | 3.89 | 3.87 | 4.90 | 2.82 | 4.61 | 2.00 | 3.82 | 2.79 | 1.88 | 5.64 | 0.56 | 2.70 | 1.75 | 1.96 | 2.46 | 2.84 | 2.26 | 1.55 | 6.56 | 1.54 |
Data as of 06/10/2026, Common starting date is 07/18/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIUCX (JPMORGAN INTERNATIONAL VALUE FUND CLASS C) |
-15.57%
Jun 2007 – Jun 2010 |
-8.45%
May 2007 – May 2012 |
-1.44%
Mar 2010 – Mar 2020 |
-1.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JIUCX (JPMORGAN INTERNATIONAL VALUE FUND CLASS C) |
28.77%
Sep 2022 – Sep 2025 |
18.80%
Oct 2020 – Oct 2025 |
10.95%
Feb 2016 – Feb 2026 |
6.59%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart