Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JTUCX (JPMORGAN U.S. SMALL COMPANY FUND CLASS C) | 15.08% | 35.53% | 15.67% | 5.64% | 9.35% | 9.72% | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JTUCX (JPMORGAN U.S. SMALL COMPANY FUND CLASS C) | 11/06/2007 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.58 | 35.53 | 15.67 | 5.64 | 9.35 | 9.72 | NA | … | … | 15.08 | 2.53 | 1.99 | 13.53 | -22.27 | -8.16 | 13.74 | 20.98 | -12.79 | 7.98 | 19.61 | -4.00 | 7.57 | 39.35 | 20.41 | -4.53 | 25.91 | 33.72 | -34.78 | -7.57 |
| Sharpe Ratio | NA | 1.70 | 0.59 | 0.15 | 0.33 | NA | NA | … | … | 1.75 | -0.01 | -0.20 | 0.49 | -0.87 | -0.23 | 0.31 | 1.21 | -0.81 | 0.61 | 1.06 | -0.25 | 0.47 | 2.67 | 1.24 | -0.14 | 0.99 | 0.94 | -0.79 | -1.54 |
| Standard Deviation(%) | NA | 19.35 | 20.98 | 22.07 | 23.42 | NA | NA | … | … | 20.76 | 24.11 | 22.90 | 19.24 | 27.30 | 36.06 | 43.95 | 16.23 | 17.52 | 12.13 | 18.26 | 16.42 | 16.15 | 14.73 | 16.59 | 33.44 | 26.18 | 35.76 | 45.01 | 28.34 |
| Draw Down(%) | NA | 11.17 | 28.57 | 28.84 | 43.32 | NA | NA | … | … | 11.17 | 24.78 | 16.52 | 17.66 | 25.74 | 31.75 | 41.58 | 11.13 | 26.06 | 6.51 | 14.77 | 16.06 | 12.58 | 5.56 | 13.67 | 30.71 | 21.06 | 31.40 | 50.54 | 9.21 |
| Yield(%) | 0.00 | 10.03 | 6.96 | 8.05 | 8.43 | 9.35 | 7.30 | … | … | 0.00 | 9.29 | 9.29 | 0.00 | 4.95 | 28.96 | 3.13 | 0.07 | 10.54 | 6.83 | 0.01 | 4.24 | 3.55 | 2.49 | 0.47 | 0.00 | 0.00 | 1.27 | 0.64 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTUCX (JPMORGAN U.S. SMALL COMPANY FUND CLASS C) |
-7.57%
Mar 2017 – Mar 2020 |
-2.77%
Mar 2015 – Mar 2020 |
5.05%
Oct 2013 – Oct 2023 |
7.23%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JTUCX (JPMORGAN U.S. SMALL COMPANY FUND CLASS C) |
30.65%
Feb 2009 – Feb 2012 |
27.97%
Feb 2009 – Feb 2014 |
16.31%
Feb 2009 – Feb 2019 |
13.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart