Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JHEQX (JPMORGAN HEDGED EQUITY FUND SELECT CLASS) | -5.89% | 7.82% | 8.56% | 8.98% | 7.57% | NA | NA | 8.32% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHEQX (JPMORGAN HEDGED EQUITY FUND SELECT CLASS) | 06/02/2014 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 06/02/2014.
AR inception is since 06/02/2014.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.04 | 7.82 | 8.56 | 8.98 | 7.57 | NA | NA | 8.32 | -5.89 | 18.23 | 16.07 | -8.02 | 13.38 | 14.10 | 13.31 | -0.71 | 12.70 | 9.58 | -1.43 | 5.61 |
| Sharpe Ratio | NA | 0.12 | 0.42 | 0.73 | 0.61 | NA | NA | 0.64 | -1.23 | 1.39 | 1.50 | -0.90 | 2.19 | 0.82 | 1.76 | -0.22 | 3.06 | 1.09 | -0.17 | 1.43 |
| Standard Deviation(%) | NA | 12.01 | 10.00 | 8.87 | 9.61 | NA | NA | 9.46 | 16.68 | 8.35 | 7.94 | 10.52 | 6.10 | 16.93 | 6.75 | 9.06 | 3.95 | 8.57 | 8.76 | 6.79 |
| Draw Down(%) | NA | 13.20 | 13.20 | 14.34 | 18.85 | NA | NA | 18.85 | 13.20 | 4.84 | 7.02 | 14.34 | 2.75 | 18.85 | 4.13 | 7.12 | 1.43 | 6.55 | 8.33 | 4.52 |
| Yield(%) | 0.00 | 0.69 | 0.98 | 1.11 | 1.36 | 1.03 | 0.77 | 1.54 | 0.00 | 0.88 | 1.13 | 0.89 | 0.81 | 1.25 | 1.25 | 1.11 | 1.10 | 1.47 | 1.18 | 0.77 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHEQX (JPMORGAN HEDGED EQUITY FUND SELECT CLASS) |
5.11%
Mar 2017 - Mar 2020 |
5.23%
Sep 2017 - Sep 2022 |
7.74%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHEQX (JPMORGAN HEDGED EQUITY FUND SELECT CLASS) |
13.60%
Dec 2018 - Dec 2021 |
11.31%
Feb 2020 - Feb 2025 |
8.75%
Nov 2014 - Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart