Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JNUSX (JPMORGAN INTERNATIONAL VALUE FUND CLASS L) | 16.87% | 18.75% | 15.84% | 17.57% | 5.35% | 5.73% | 5.71% | 5.26% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JNUSX (JPMORGAN INTERNATIONAL VALUE FUND CLASS L) | 12/21/1995 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 12/21/1995.
AR inception is since 12/21/1995.
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.04 | 18.75 | 15.84 | 17.57 | 5.35 | 5.73 | 5.71 | 5.26 | 16.87 | 9.94 | 19.06 | -5.17 | 16.56 | -3.92 | 15.55 | -18.62 | 22.26 | 2.42 | -2.96 | -10.16 | 21.36 | 17.76 | -12.89 | 9.66 | 28.92 | -43.39 | 11.67 | 32.53 | 20.40 | 21.89 | 40.22 | -17.35 | -21.92 | -17.75 | 30.22 | 13.62 | 1.46 | 8.49 | 1.05 |
| Sharpe Ratio | NA | 0.73 | 0.64 | 0.88 | 0.19 | NA | NA | 0.17 | 2.53 | 0.26 | 1.07 | -0.30 | 1.14 | -0.12 | 1.23 | -1.45 | 2.51 | 0.11 | -0.18 | -0.72 | 1.44 | 0.98 | -0.44 | 0.40 | 0.90 | -0.98 | 0.48 | 2.12 | 1.63 | 1.44 | 2.50 | -0.90 | -1.17 | -1.35 | 2.08 | 0.53 | -0.16 | 0.73 | NA |
| Standard Deviation(%) | NA | 16.69 | 16.61 | 17.58 | 18.62 | NA | NA | 20.06 | 21.94 | 12.69 | 13.92 | 21.62 | 14.44 | 34.99 | 11.54 | 13.84 | 8.67 | 21.05 | 17.01 | 14.14 | 14.78 | 18.26 | 29.53 | 24.12 | 32.06 | 45.09 | 18.32 | 13.89 | 11.21 | 14.52 | 15.80 | 20.59 | 20.96 | 16.20 | 13.00 | 19.39 | 12.74 | 6.76 | NA |
| Draw Down(%) | NA | 13.66 | 20.62 | 27.49 | 48.34 | NA | NA | 62.24 | 13.66 | 7.75 | 9.42 | 27.49 | 9.05 | 41.17 | 12.04 | 27.13 | 3.43 | 15.92 | 17.79 | 15.65 | 10.79 | 17.19 | 27.67 | 21.70 | 30.81 | 55.81 | 12.91 | 14.10 | 7.07 | 11.76 | 18.73 | 28.87 | 33.15 | 23.70 | 8.79 | 27.40 | 13.75 | 5.17 | NA |
| Yield(%) | 0.00 | 4.38 | 4.92 | 6.13 | 3.52 | 3.84 | 4.32 | 4.27 | 0.00 | 4.77 | 5.79 | 3.56 | 5.57 | 2.67 | 4.70 | 3.52 | 2.88 | 6.31 | 1.32 | 3.44 | 2.42 | 2.88 | 3.28 | 3.82 | 3.11 | 2.06 | 6.98 | 1.68 | 1.75 | 0.00 | 1.34 | 3.00 | 1.18 | 7.10 | 5.45 | 3.27 | 6.26 | 4.19 | 2.21 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNUSX (JPMORGAN INTERNATIONAL VALUE FUND CLASS L) |
-21.75%
Mar 2000 - Mar 2003 |
-8.70%
Mar 1998 - Mar 2003 |
-0.51%
Feb 1999 - Feb 2009 |
-0.89%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JNUSX (JPMORGAN INTERNATIONAL VALUE FUND CLASS L) |
35.73%
Mar 2003 - Mar 2006 |
26.51%
Oct 2002 - Oct 2007 |
10.91%
Mar 2003 - Mar 2013 |
8.91%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart