Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JPVRX (JPMORGAN INTERNATIONAL VALUE FUND CLASS R5) | 8.02% | 29.81% | 25.63% | 14.01% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JPVRX (JPMORGAN INTERNATIONAL VALUE FUND CLASS R5) | 09/12/2016 | 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 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | 29.81 | 25.63 | 14.01 | NA | NA | NA | … | … | 8.02 | 48.55 | 9.98 | 19.13 | -5.28 | 16.67 | -3.97 | 15.47 | -18.52 | 22.18 | 3.02 |
| Sharpe Ratio | NA | 1.93 | 1.57 | 0.71 | NA | NA | NA | … | … | 1.02 | 2.98 | 0.50 | 1.12 | -0.31 | 1.15 | -0.12 | 1.21 | -1.45 | 2.50 | 0.74 |
| Standard Deviation(%) | NA | 14.07 | 14.26 | 16.13 | NA | NA | NA | … | … | 16.95 | 15.38 | 12.64 | 13.99 | 21.65 | 14.44 | 35.00 | 11.59 | 13.81 | 8.65 | 13.54 |
| Draw Down(%) | NA | 11.02 | 13.63 | 27.52 | NA | NA | NA | … | … | 11.02 | 13.63 | 7.73 | 9.41 | 27.52 | 9.11 | 41.16 | 12.03 | 27.10 | 3.36 | 3.93 |
| Yield(%) | 0.00 | 3.49 | 5.13 | 4.31 | 4.47 | 2.98 | 2.23 | … | … | 0.00 | 4.32 | 4.86 | 5.68 | 3.59 | 5.50 | 2.82 | 4.76 | 3.61 | 3.00 | 6.51 |
Data as of 06/05/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPVRX (JPMORGAN INTERNATIONAL VALUE FUND CLASS R5) |
-9.62%
Mar 2017 – Mar 2020 |
-3.17%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JPVRX (JPMORGAN INTERNATIONAL VALUE FUND CLASS R5) |
29.88%
Sep 2022 – Sep 2025 |
19.80%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart