Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUEMX (JPMORGAN U.S. EQUITY FUND CLASS R6) | 3.17% | 17.86% | 18.48% | 8.81% | 12.82% | 12.85% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUEMX (JPMORGAN U.S. EQUITY FUND CLASS R6) | 12/07/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.72 | 17.86 | 18.48 | 8.81 | 12.82 | 12.85 | NA | … | … | 3.17 | 14.75 | 24.17 | 27.37 | -21.68 | 16.89 | 19.58 | 32.40 | -5.80 | 21.71 | 10.54 | 0.80 | 13.84 | 36.20 | 17.43 | -1.32 | 3.12 |
| Sharpe Ratio | NA | 1.21 | 0.99 | 0.35 | 0.59 | NA | NA | … | … | 0.34 | 0.62 | 1.55 | 1.79 | -0.95 | 0.95 | 0.55 | 2.32 | -0.40 | 2.88 | 0.70 | 0.05 | 1.11 | 3.02 | 1.24 | -0.06 | 11.65 |
| Standard Deviation(%) | NA | 12.58 | 15.37 | 18.01 | 18.99 | NA | NA | … | … | 14.65 | 19.11 | 13.29 | 13.35 | 24.49 | 17.67 | 35.16 | 13.35 | 18.02 | 7.34 | 14.85 | 16.51 | 12.47 | 11.96 | 14.09 | 24.39 | 4.94 |
| Draw Down(%) | NA | 11.91 | 19.57 | 30.55 | 33.37 | NA | NA | … | … | 11.80 | 19.10 | 8.25 | 9.43 | 24.45 | 12.45 | 33.37 | 6.86 | 20.99 | 2.64 | 13.16 | 12.75 | 8.64 | 5.71 | 11.21 | 20.21 | 0.40 |
| Yield(%) | 0.00 | 6.41 | 6.31 | 3.77 | 7.02 | 9.01 | 7.07 | … | … | 0.13 | 6.42 | 7.55 | 2.68 | 0.99 | 0.93 | 1.08 | 12.12 | 12.01 | 9.76 | 4.89 | 5.97 | 10.47 | 9.74 | 4.00 | 1.96 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUEMX (JPMORGAN U.S. EQUITY FUND CLASS R6) |
2.98%
Nov 2020 – Nov 2023 |
6.43%
Dec 2017 – Dec 2022 |
9.63%
Oct 2013 – Oct 2023 |
11.78%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUEMX (JPMORGAN U.S. EQUITY FUND CLASS R6) |
24.28%
Sep 2011 – Sep 2014 |
19.17%
Oct 2016 – Oct 2021 |
16.73%
Sep 2011 – Sep 2021 |
12.73%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart