Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VSLXX (JPMorgan Trust IV – JPMorgan Securities Lending Money Market Fund) NA 4.06% NA NA NA NA NA
Data as of 06/02/2025, Common starting date is 01/17/2024
More Performance Analytics Comparison
Name Start Date End Date
VSLXX (JPMorgan Trust IV – JPMorgan Securities Lending Money Market Fund) 01/17/2024 06/02/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024
Annualized Return (%) 0.00 4.06 NA NA NA NA NA 1.44 4.95
Sharpe Ratio NA 0.60 NA NA NA NA NA 0.39 -1.05
Standard Deviation(%) NA 1.27 NA NA NA NA NA 1.13 1.47
Draw Down(%) NA 0.03 NA NA NA NA NA 0.00 0.03
Yield(%) 0.37 4.75 2.34 1.41 0.70 0.47 0.35 1.80 5.23
Data as of 06/02/2025, Common starting date is 01/17/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VSLXX (JPMorgan Trust IV – JPMorgan Securities Lending Money Market Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VSLXX (JPMorgan Trust IV – JPMorgan Securities Lending Money Market Fund) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return