Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSIEX (JPMORGAN INTERNATIONAL EQUITY FUND SELECT CLASS) | 5.69% | 12.06% | 12.95% | 4.56% | 7.91% | 5.79% | 4.53% | … | … |
Data as of 06/05/2026, Common starting date is 01/10/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSIEX (JPMORGAN INTERNATIONAL EQUITY FUND SELECT CLASS) | 01/10/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.19 | 12.06 | 12.95 | 4.56 | 7.91 | 5.79 | 4.53 | … | … | 5.69 | 18.58 | 1.41 | 17.89 | -19.62 | 6.69 | 13.17 | 27.19 | -17.84 | 29.72 | 1.65 | -2.49 | -6.44 | 15.26 | 21.44 | -11.08 | 7.31 | 34.64 | -43.75 | 10.45 | 22.86 | 11.17 | 18.64 | 31.92 | -12.28 | -16.98 | -16.74 | 39.25 | 13.54 | 6.82 |
| Sharpe Ratio | NA | 0.60 | 0.65 | 0.12 | 0.36 | NA | NA | … | … | 0.58 | 0.98 | -0.39 | 1.05 | -0.91 | 0.45 | 0.43 | 2.27 | -1.27 | 3.73 | 0.08 | -0.16 | -0.58 | 1.18 | 1.24 | -0.40 | 0.33 | 1.11 | -1.00 | 0.41 | 1.40 | 0.86 | 1.32 | 1.95 | -0.63 | -1.04 | -1.10 | 2.60 | 0.54 | 0.29 |
| Standard Deviation(%) | NA | 15.59 | 14.93 | 16.90 | 17.39 | NA | NA | … | … | 19.42 | 16.27 | 13.15 | 13.12 | 23.25 | 14.81 | 29.98 | 11.38 | 15.11 | 7.84 | 18.64 | 15.88 | 11.18 | 12.95 | 17.44 | 28.00 | 22.13 | 31.10 | 44.66 | 18.39 | 14.10 | 10.47 | 13.42 | 15.98 | 21.23 | 18.86 | 18.94 | 13.88 | 19.00 | 11.96 |
| Draw Down(%) | NA | 11.65 | 12.60 | 36.18 | 36.18 | NA | NA | … | … | 11.65 | 12.60 | 10.48 | 11.76 | 32.62 | 9.57 | 33.30 | 8.16 | 26.48 | 2.77 | 14.45 | 18.76 | 12.88 | 9.82 | 16.00 | 25.91 | 19.41 | 29.33 | 56.65 | 12.84 | 15.23 | 6.98 | 10.21 | 18.44 | 25.74 | 31.96 | 27.00 | 8.64 | 28.55 | 13.18 |
| Yield(%) | 0.00 | 6.39 | 4.42 | 2.98 | 3.58 | 3.00 | 3.82 | … | … | 0.00 | 7.60 | 3.05 | 2.56 | 2.08 | 2.10 | 1.29 | 3.88 | 2.90 | 2.07 | 1.81 | 1.86 | 2.47 | 1.51 | 1.93 | 1.75 | 1.40 | 2.59 | 27.24 | 24.87 | 6.38 | 3.21 | 1.31 | 1.42 | 0.76 | 0.73 | 12.17 | 8.77 | 3.22 | 10.37 |
Data as of 06/05/2026, Common starting date is 01/10/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSIEX (JPMORGAN INTERNATIONAL EQUITY FUND SELECT CLASS) |
-19.46%
Mar 2000 – Mar 2003 |
-6.32%
May 2007 – May 2012 |
-0.97%
Feb 1999 – Feb 2009 |
0.29%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSIEX (JPMORGAN INTERNATIONAL EQUITY FUND SELECT CLASS) |
28.67%
Mar 2003 – Mar 2006 |
20.59%
Sep 2002 – Sep 2007 |
9.44%
Feb 2009 – Feb 2019 |
8.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart