Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JUSQX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R4) | 15.42% | 33.14% | 15.16% | 6.48% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUSQX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R4) | 09/12/2016 | 06/10/2026 |
| 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 (%) | -2.05 | 33.14 | 15.16 | 6.48 | NA | NA | NA | … | … | 15.42 | 4.31 | 11.44 | 14.37 | -16.66 | 21.89 | 17.95 | 21.96 | -12.28 | 8.80 | 10.83 |
| Sharpe Ratio | NA | 1.75 | 0.63 | 0.19 | NA | NA | NA | … | … | 1.79 | 0.06 | 0.38 | 0.56 | -0.68 | 1.01 | 0.40 | 1.26 | -0.78 | 0.67 | 2.51 |
| Standard Deviation(%) | NA | 19.38 | 20.99 | 22.08 | NA | NA | NA | … | … | 20.78 | 23.73 | 20.70 | 19.31 | 26.85 | 21.72 | 43.77 | 16.20 | 17.51 | 12.11 | 15.85 |
| Draw Down(%) | NA | 11.07 | 28.33 | 28.46 | NA | NA | NA | … | … | 11.07 | 24.65 | 11.26 | 17.50 | 25.42 | 11.04 | 41.40 | 10.83 | 25.98 | 6.46 | 8.33 |
| Yield(%) | 0.00 | 8.68 | 6.24 | 7.60 | 7.96 | 5.31 | 3.98 | … | … | 0.00 | 8.26 | 8.49 | 0.43 | 4.76 | 26.64 | 3.43 | 0.72 | 10.05 | 6.83 | 0.53 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| JUSQX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R4) |
-6.89%
Mar 2017 – Mar 2020 |
3.78%
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 |
|---|---|---|---|---|
| JUSQX (JPMORGAN U.S. SMALL COMPANY FUND CLASS R4) |
21.04%
Mar 2020 – Mar 2023 |
14.58%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart