Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JRJUX (JPMORGAN SMALL CAP CORE FUND CLASS R2) | NA | 8.95% | -5.99% | 3.75% | NA | NA | NA | … | … |
Data as of 07/02/2024, Common starting date is 08/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JRJUX (JPMORGAN SMALL CAP CORE FUND CLASS R2) | 08/01/2017 | 07/02/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.95 | -5.99 | 3.75 | NA | NA | NA | … | … | 2.58 | 8.42 | -21.30 | 12.26 | 13.11 | 23.70 | -12.34 | 8.00 |
| Sharpe Ratio | NA | 0.31 | -0.37 | 0.07 | NA | NA | NA | … | … | 0.10 | 0.21 | -0.79 | 0.55 | 0.27 | 1.34 | -0.74 | 1.69 |
| Standard Deviation(%) | NA | 17.54 | 22.73 | 28.85 | NA | NA | NA | … | … | 15.78 | 20.16 | 28.83 | 22.41 | 46.65 | 16.58 | 18.33 | 11.54 |
| Draw Down(%) | NA | 18.06 | 36.20 | 46.71 | NA | NA | NA | … | … | 7.55 | 20.56 | 29.15 | 14.10 | 46.71 | 11.33 | 27.73 | 5.45 |
| Yield(%) | 0.00 | 108.95 | 28.54 | 24.63 | 13.05 | 8.70 | 6.52 | … | … | 103.94 | 0.00 | 0.00 | 34.88 | 0.55 | 4.56 | 6.97 | 8.29 |
Data as of 07/02/2024, Common starting date is 08/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRJUX (JPMORGAN SMALL CAP CORE FUND CLASS R2) |
-7.36%
Apr 2021 – Apr 2024 |
-1.30%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JRJUX (JPMORGAN SMALL CAP CORE FUND CLASS R2) |
16.24%
Dec 2018 – Dec 2021 |
6.28%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart