Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JEPAX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS A) | 1.51% | 8.25% | 8.78% | 7.11% | 6.05% | 4.74% | NA | … | … |
Data as of 06/15/2026, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JEPAX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS A) | 05/04/2010 | 06/15/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.75 | 8.25 | 8.78 | 7.11 | 6.05 | 4.74 | NA | … | … | 1.51 | 7.55 | 12.15 | 9.34 | -4.06 | 21.03 | 5.75 | -27.37 | 16.10 | 33.14 | 18.47 | -3.31 | 8.50 |
| Sharpe Ratio | NA | 0.54 | 0.53 | 0.39 | 0.01 | NA | NA | … | … | -0.02 | 0.34 | 1.10 | 0.63 | -0.35 | 2.42 | 0.19 | -0.17 | 1.27 | 2.79 | 1.33 | -0.14 | 0.64 |
| Standard Deviation(%) | NA | 8.73 | 10.52 | 11.47 | 21.40 | NA | NA | … | … | 10.33 | 13.76 | 7.74 | 9.16 | 15.53 | 8.67 | 29.01 | 49.02 | 12.62 | 11.87 | 13.95 | 24.59 | 20.20 |
| Draw Down(%) | NA | 7.41 | 13.44 | 13.74 | 49.31 | NA | NA | … | … | 7.41 | 13.14 | 4.98 | 6.95 | 13.74 | 4.54 | 32.69 | 34.42 | 8.24 | 5.74 | 10.77 | 20.55 | 12.48 |
| Yield(%) | 0.00 | 7.80 | 7.78 | 7.91 | 6.10 | 5.41 | 4.39 | … | … | 3.31 | 7.82 | 7.26 | 8.25 | 10.30 | 8.33 | 10.65 | 5.80 | 7.71 | 8.76 | 2.34 | 1.99 | 0.22 |
Data as of 06/15/2026, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEPAX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS A) |
-11.21%
Mar 2017 – Mar 2020 |
-3.30%
Oct 2018 – Oct 2023 |
5.32%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JEPAX (JPMORGAN U.S. RESEARCH EQUITY PLUS FUND CLASS A) |
23.59%
Sep 2011 – Sep 2014 |
16.89%
Jun 2010 – Jun 2015 |
7.98%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart