Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSVPX (JPMORGAN SMALL CAP VALUE FUND CLASS R3) | 14.72% | 38.73% | 16.88% | 6.22% | 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 |
|---|---|---|
| JSVPX (JPMORGAN SMALL CAP VALUE FUND CLASS R3) | 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 (%) | -1.57 | 38.73 | 16.88 | 6.22 | NA | NA | NA | … | … | 14.72 | 3.57 | 8.55 | 12.72 | -13.59 | 32.15 | 5.81 | 18.90 | -14.19 | 2.87 | 15.05 |
| Sharpe Ratio | NA | 1.99 | 0.67 | 0.18 | NA | NA | NA | … | … | 1.88 | 0.03 | 0.24 | 0.45 | -0.61 | 1.40 | 0.12 | 1.11 | -0.96 | 0.17 | 3.60 |
| Standard Deviation(%) | NA | 18.14 | 20.24 | 21.36 | NA | NA | NA | … | … | 18.78 | 23.14 | 20.12 | 20.26 | 24.71 | 22.99 | 46.17 | 15.73 | 16.37 | 12.87 | 16.08 |
| Draw Down(%) | NA | 9.48 | 26.24 | 26.24 | NA | NA | NA | … | … | 9.48 | 22.28 | 9.83 | 19.01 | 21.85 | 11.69 | 43.39 | 11.83 | 25.47 | 9.14 | 6.84 |
| Yield(%) | 0.00 | 11.26 | 7.32 | 7.23 | 7.44 | 4.96 | 3.72 | … | … | 0.00 | 10.45 | 7.49 | 1.69 | 8.00 | 20.21 | 0.65 | 7.33 | 12.63 | 6.35 | 0.65 |
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 |
|---|---|---|---|---|
| JSVPX (JPMORGAN SMALL CAP VALUE FUND CLASS R3) |
-11.12%
Mar 2017 – Mar 2020 |
2.27%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSVPX (JPMORGAN SMALL CAP VALUE FUND CLASS R3) |
22.43%
Mar 2020 – Mar 2023 |
15.96%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart