Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHTRX (JPMorgan Hedged Equity 3 Fund Class R6) | 2.81% | 11.95% | 12.55% | 7.45% | 6.14% | 5.20% | 5.99% | … | … |
Data as of 06/16/2026, Common starting date is 10/19/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHTRX (JPMorgan Hedged Equity 3 Fund Class R6) | 10/19/2005 | 06/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 11.95 | 12.55 | 7.45 | 6.14 | 5.20 | 5.99 | … | … | 2.81 | 9.81 | 17.02 | 18.96 | -15.19 | 28.24 | -0.65 | 4.58 | 3.04 | 0.49 | 4.64 | -1.72 | 9.07 | 3.70 | 8.34 | 15.28 | 2.92 | 8.54 | 3.51 | 0.89 |
| Sharpe Ratio | NA | 1.16 | 1.08 | 0.47 | 0.49 | NA | NA | … | … | 0.16 | 0.70 | 1.34 | 1.85 | -1.19 | 0.80 | -0.68 | 1.22 | 0.89 | 0.14 | 1.78 | -0.45 | 3.83 | 1.33 | 2.31 | 2.76 | 0.24 | 1.42 | 0.07 | 0.55 |
| Standard Deviation(%) | NA | 6.91 | 8.45 | 9.79 | 8.89 | NA | NA | … | … | 8.30 | 10.13 | 7.80 | 8.04 | 13.89 | 16.28 | 2.89 | 3.24 | 3.18 | 3.31 | 2.59 | 3.90 | 2.38 | 2.76 | 3.58 | 5.51 | 8.12 | 3.93 | 3.31 | 3.53 |
| Draw Down(%) | NA | 5.82 | 11.21 | 18.55 | 18.55 | NA | NA | … | … | 5.82 | 11.21 | 4.30 | 5.99 | 18.55 | 2.99 | 2.74 | 1.63 | 3.73 | 2.99 | 1.14 | 6.02 | 1.06 | 3.08 | 4.26 | 7.71 | 7.10 | 2.80 | 2.60 | 1.24 |
| Yield(%) | 0.00 | 0.73 | 1.11 | 1.02 | 1.43 | 2.23 | 3.58 | … | … | 0.00 | 0.94 | 1.08 | 1.39 | 1.01 | 0.55 | 3.41 | 2.68 | 2.74 | 3.76 | 4.00 | 3.05 | 5.17 | 4.15 | 8.43 | 6.86 | 11.24 | 5.60 | 4.21 | 0.67 |
Data as of 06/16/2026, Common starting date is 10/19/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHTRX (JPMorgan Hedged Equity 3 Fund Class R6) |
1.10%
Dec 2012 – Dec 2015 |
1.37%
Apr 2013 – Apr 2018 |
2.64%
Sep 2012 – Sep 2022 |
4.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHTRX (JPMorgan Hedged Equity 3 Fund Class R6) |
15.53%
Sep 2022 – Sep 2025 |
10.91%
Jan 2021 – Jan 2026 |
6.37%
May 2016 – May 2026 |
6.57%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart