Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSEQX (JPMORGAN SMALL CAP EQUITY FUND CLASS R4) | 6.73% | 8.67% | 8.46% | 2.14% | 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 |
|---|---|---|
| JSEQX (JPMORGAN SMALL CAP EQUITY FUND CLASS R4) | 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 (%) | -1.65 | 8.67 | 8.46 | 2.14 | NA | NA | NA | … | … | 6.73 | -15.74 | 9.94 | 11.99 | -16.06 | 15.82 | 18.47 | 28.45 | -9.01 | 15.58 | 7.82 |
| Sharpe Ratio | NA | 0.35 | 0.28 | -0.02 | NA | NA | NA | … | … | 0.77 | -0.72 | 0.38 | 0.48 | -0.70 | 0.94 | 0.45 | 2.03 | -0.67 | 1.55 | 2.35 |
| Standard Deviation(%) | NA | 16.98 | 18.38 | 19.62 | NA | NA | NA | … | … | 17.99 | 26.39 | 16.49 | 17.40 | 24.91 | 16.79 | 40.51 | 13.27 | 15.55 | 9.64 | 11.77 |
| Draw Down(%) | NA | 11.89 | 25.59 | 26.38 | NA | NA | NA | … | … | 11.89 | 22.51 | 8.61 | 18.99 | 24.58 | 8.91 | 41.67 | 7.44 | 24.07 | 5.40 | 5.09 |
| Yield(%) | 0.00 | 16.00 | 10.43 | 8.95 | 9.50 | 6.33 | 4.75 | … | … | 0.00 | 15.45 | 9.90 | 4.24 | 9.33 | 18.50 | 3.07 | 5.43 | 6.21 | 5.99 | 3.01 |
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 |
|---|---|---|---|---|
| JSEQX (JPMORGAN SMALL CAP EQUITY FUND CLASS R4) |
-2.17%
Mar 2017 – Mar 2020 |
1.31%
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 |
|---|---|---|---|---|
| JSEQX (JPMORGAN SMALL CAP EQUITY FUND CLASS R4) |
20.79%
Dec 2018 – Dec 2021 |
15.18%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart