Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSEAX (JPMORGAN SMALL CAP EQUITY FUND CLASS A) | 6.62% | 8.49% | 8.22% | -5.01% | 4.11% | 6.74% | 6.96% | … | … |
Data as of 06/05/2026, Common starting date is 12/29/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSEAX (JPMORGAN SMALL CAP EQUITY FUND CLASS A) | 12/29/1994 | 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | 8.49 | 8.22 | -5.01 | 4.11 | 6.74 | 6.96 | … | … | 6.62 | -2.63 | 8.50 | 12.90 | -27.23 | -6.44 | 14.85 | 28.15 | -9.20 | 15.30 | 21.74 | -1.97 | 6.85 | 35.77 | 17.72 | 2.68 | 26.00 | 31.76 | -27.28 | 3.41 | 18.30 | 12.42 | 23.87 | 36.37 | -17.31 | -6.23 | 13.54 | 13.94 | 3.34 | 17.76 | 28.80 | 52.30 | 1.25 |
| Sharpe Ratio | NA | 0.34 | 0.27 | -0.33 | 0.11 | NA | NA | … | … | 0.76 | -0.26 | 0.30 | 0.54 | -1.01 | -0.23 | 0.36 | 2.02 | -0.68 | 1.52 | 1.42 | -0.14 | 0.51 | 2.94 | 1.27 | 0.09 | 1.27 | 1.15 | -0.71 | 0.02 | 1.04 | 0.71 | 1.48 | 2.19 | -0.80 | -0.41 | 0.32 | 0.69 | -0.01 | 0.97 | 2.11 | 4.98 | NA |
| Standard Deviation(%) | NA | 16.98 | 18.40 | 22.79 | 22.38 | NA | NA | … | … | 17.97 | 21.45 | 16.52 | 17.38 | 28.35 | 27.71 | 40.64 | 13.22 | 15.53 | 9.69 | 15.15 | 14.41 | 13.42 | 12.15 | 14.02 | 28.16 | 20.48 | 27.55 | 39.46 | 17.51 | 14.31 | 14.23 | 15.43 | 16.26 | 23.13 | 21.50 | 29.10 | 15.32 | 22.26 | 14.38 | 11.82 | 9.70 | 0.00 |
| Draw Down(%) | NA | 11.89 | 25.67 | 47.29 | 47.29 | NA | NA | … | … | 11.89 | 22.55 | 8.65 | 19.14 | 28.86 | 25.84 | 41.69 | 7.47 | 24.08 | 5.43 | 10.70 | 12.06 | 10.46 | 5.76 | 8.90 | 24.48 | 16.63 | 22.22 | 44.38 | 12.47 | 12.15 | 9.76 | 10.07 | 12.39 | 29.93 | 22.91 | 14.47 | 15.15 | 38.14 | 15.15 | 13.55 | 5.73 | 0.00 |
| Yield(%) | 0.00 | 20.70 | 12.92 | 4.73 | 6.17 | 7.92 | 8.21 | … | … | 0.00 | 19.96 | 12.40 | 5.12 | 0.00 | 0.00 | 0.13 | 6.07 | 6.91 | 6.47 | 3.59 | 7.56 | 11.19 | 6.88 | 11.31 | 5.43 | 3.92 | 0.18 | 0.00 | 6.31 | 4.79 | 13.25 | 14.01 | 0.00 | 0.61 | 0.00 | 16.80 | 11.50 | 0.75 | 3.20 | 1.85 | 0.69 | 0.08 |
Data as of 06/05/2026, Common starting date is 12/29/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSEAX (JPMORGAN SMALL CAP EQUITY FUND CLASS A) |
-12.72%
Apr 2021 – Apr 2024 |
-5.79%
Mar 2021 – Mar 2026 |
2.80%
Oct 2013 – Oct 2023 |
5.94%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSEAX (JPMORGAN SMALL CAP EQUITY FUND CLASS A) |
34.45%
Feb 1995 – Feb 1998 |
26.37%
Feb 2009 – Feb 2014 |
17.00%
Feb 2009 – Feb 2019 |
14.11%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart