Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSEIX (JPMORGAN SMALL CAP EQUITY FUND SELECT CLASS) | 6.74% | 8.69% | 8.46% | -3.56% | 5.09% | 7.52% | 7.63% | … | … |
Data as of 06/05/2026, Common starting date is 11/26/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSEIX (JPMORGAN SMALL CAP EQUITY FUND SELECT CLASS) | 11/26/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.62 | 8.69 | 8.46 | -3.56 | 5.09 | 7.52 | 7.63 | … | … | 6.74 | -2.46 | 9.94 | 11.98 | -25.00 | -2.75 | 15.70 | 28.45 | -8.96 | 15.60 | 22.12 | -1.66 | 7.21 | 36.16 | 18.06 | 2.99 | 26.42 | 32.12 | -27.05 | 3.72 | 18.75 | 12.88 | 24.65 | 37.07 | -16.88 | -5.68 | 14.18 | 14.56 | 3.71 | 18.15 | 3.83 |
| Sharpe Ratio | NA | 0.52 | 0.35 | -0.27 | 0.17 | NA | NA | … | … | 1.09 | -0.25 | 0.38 | 0.48 | -0.98 | -0.11 | 0.38 | 2.04 | -0.67 | 1.55 | 1.44 | -0.12 | 0.53 | 2.97 | 1.30 | 0.11 | 1.29 | 1.16 | -0.71 | 0.03 | 1.08 | 0.75 | 1.53 | 2.23 | -0.78 | -0.38 | 0.34 | 0.73 | 0.01 | 1.01 | 3.98 |
| Standard Deviation(%) | NA | 16.87 | 18.43 | 21.81 | 21.88 | NA | NA | … | … | 17.99 | 21.38 | 16.49 | 17.39 | 27.16 | 24.94 | 40.60 | 13.23 | 15.54 | 9.70 | 15.17 | 14.41 | 13.45 | 12.14 | 14.02 | 28.15 | 20.48 | 27.58 | 39.50 | 17.51 | 14.29 | 14.24 | 15.45 | 16.29 | 23.09 | 21.50 | 29.09 | 15.27 | 22.27 | 14.29 | 11.86 |
| Draw Down(%) | NA | 11.88 | 25.59 | 43.54 | 43.54 | NA | NA | … | … | 11.88 | 22.50 | 8.61 | 18.99 | 26.70 | 23.09 | 41.67 | 7.45 | 24.05 | 5.41 | 10.65 | 12.01 | 10.38 | 5.76 | 8.87 | 24.40 | 16.58 | 22.24 | 44.27 | 12.44 | 12.10 | 9.78 | 10.04 | 12.30 | 29.78 | 22.55 | 14.42 | 15.04 | 38.04 | 15.01 | 3.13 |
| Yield(%) | 0.00 | 15.86 | 10.35 | 4.08 | 5.61 | 7.51 | 7.94 | … | … | 0.00 | 15.31 | 9.83 | 4.22 | 0.10 | 0.09 | 0.34 | 5.44 | 6.24 | 5.91 | 3.38 | 6.77 | 10.34 | 6.52 | 10.62 | 5.27 | 3.89 | 0.44 | 0.10 | 6.13 | 4.77 | 12.42 | 13.42 | 0.00 | 0.59 | 0.00 | 16.50 | 11.38 | 0.74 | 3.19 | 1.48 |
Data as of 06/05/2026, Common starting date is 11/26/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSEIX (JPMORGAN SMALL CAP EQUITY FUND SELECT CLASS) |
-10.63%
Apr 2021 – Apr 2024 |
-4.35%
Mar 2021 – Mar 2026 |
3.79%
Oct 2013 – Oct 2023 |
6.71%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSEIX (JPMORGAN SMALL CAP EQUITY FUND SELECT CLASS) |
31.39%
Mar 2003 – Mar 2006 |
26.75%
Feb 2009 – Feb 2014 |
17.35%
Feb 2009 – Feb 2019 |
14.50%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart