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 |
|---|---|---|---|---|---|---|---|---|
| JUSSX (JPMORGAN U.S. SMALL COMPANY FUND INSTITUTIONAL CLASS) | -12.88% | -12.18% | -2.97% | 3.25% | 1.75% | 5.73% | 5.74% | 6.54% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JUSSX (JPMORGAN U.S. SMALL COMPANY FUND INSTITUTIONAL CLASS) | 12/23/1993 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 12/23/1993.
AR inception is since 12/23/1993.
| 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 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.30 | -12.18 | -2.97 | 3.25 | 1.75 | 5.73 | 5.74 | 6.54 | -12.88 | 4.11 | 14.56 | -20.88 | -4.66 | 15.23 | 22.16 | -11.99 | 9.01 | 20.72 | -3.23 | 8.62 | 40.63 | 21.56 | -3.74 | 27.16 | 35.10 | -34.20 | -6.14 | 15.87 | 4.05 | 13.99 | 40.03 | -20.35 | -8.84 | -9.72 | 44.30 | -5.14 | 22.70 | 20.84 | 22.96 | -5.81 | 2.51 |
| Sharpe Ratio | NA | -0.72 | -0.31 | 0.05 | 0.00 | NA | NA | 0.20 | -1.28 | -0.11 | 0.54 | -0.82 | -0.14 | 0.34 | 1.28 | -0.76 | 0.69 | 1.12 | -0.20 | 0.53 | 2.76 | 1.30 | -0.11 | 1.03 | 0.97 | -0.78 | -0.44 | 0.73 | 0.12 | 0.76 | 2.18 | -0.94 | -0.48 | -0.39 | 2.49 | -0.41 | 1.58 | 1.72 | 2.11 | -0.95 | NA |
| Standard Deviation(%) | NA | 25.86 | 23.96 | 27.34 | 24.93 | NA | NA | 23.44 | 30.12 | 22.40 | 19.28 | 27.19 | 33.81 | 43.87 | 16.21 | 17.53 | 12.13 | 18.25 | 16.47 | 16.14 | 14.71 | 16.72 | 33.42 | 26.26 | 35.98 | 45.10 | 20.76 | 17.43 | 16.33 | 17.24 | 18.09 | 22.94 | 23.48 | 35.06 | 16.51 | 20.87 | 12.07 | 9.97 | 9.07 | 9.21 | NA |
| Draw Down(%) | NA | 33.08 | 33.08 | 45.16 | 45.16 | NA | NA | 60.45 | 24.60 | 15.41 | 17.46 | 25.39 | 29.67 | 41.44 | 10.84 | 25.91 | 6.45 | 14.64 | 15.86 | 12.38 | 5.44 | 13.49 | 30.47 | 20.94 | 31.40 | 50.38 | 19.04 | 15.27 | 10.60 | 15.99 | 16.03 | 34.99 | 29.47 | 36.72 | 11.93 | 39.30 | 10.64 | 13.25 | 5.75 | 14.12 | NA |
| Yield(%) | 0.00 | 0.47 | 0.50 | 0.58 | 2.64 | 3.92 | 4.93 | 6.60 | 0.00 | 0.49 | 0.59 | 0.45 | 0.10 | 0.65 | 0.85 | 10.14 | 6.79 | 0.58 | 4.57 | 3.69 | 2.84 | 0.99 | 0.38 | 0.42 | 1.37 | 1.07 | 26.01 | 14.88 | 10.71 | 14.34 | 0.50 | 0.50 | 0.28 | 10.80 | 0.08 | 10.74 | 14.38 | 8.63 | 1.20 | 0.81 | 0.11 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUSSX (JPMORGAN U.S. SMALL COMPANY FUND INSTITUTIONAL CLASS) |
-20.53%
Feb 2000 - Feb 2003 |
-7.91%
Feb 2004 - Feb 2009 |
-1.02%
Feb 2000 - Feb 2010 |
2.50%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JUSSX (JPMORGAN U.S. SMALL COMPANY FUND INSTITUTIONAL CLASS) |
31.87%
Feb 2009 - Feb 2012 |
29.15%
Feb 2009 - Feb 2014 |
17.38%
Feb 2009 - Feb 2019 |
12.09%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart