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JSECX: JPMORGAN SMALL CAP EQUITY FUND CLASS C (MUTUAL FUND)
Basic Info 12.34 0.14(1.15%) June 09
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 03/01/2005 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 42.97% |
| Expenses | 1.75% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | 7.8 | 8.7 | 7.5 | -9.0 | 1.6 | 4.8 | 5.5 | 5.8 | -2.7 | 9.0 | 11.3 | -34.2 | -16.5 | 13.0 | 27.5 | -9.6 | 14.7 | 21.2 | -2.5 | 6.3 | 35.1 | 17.1 | 2.2 | 25.4 | 31.1 | -27.6 | 2.9 | 17.7 | 9.6 |
| Sharpe Ratio | NA | 0.72 | 0.34 | 0.25 | -0.44 | -0.01 | NA | NA | 0.2 | -0.26 | 0.33 | 0.44 | -1.05 | -0.45 | 0.31 | 1.96 | -0.71 | 1.46 | 1.38 | -0.18 | 0.47 | 2.89 | 1.23 | 0.08 | 1.24 | 1.12 | -0.72 | -0.02 | 1.0 | 0.65 |
| Draw Down(%) | NA | 12.0 | 12.0 | 25.9 | 57.5 | 57.5 | NA | NA | 57.5 | 22.7 | 8.7 | 19.4 | 35.7 | 33.5 | 41.7 | 7.5 | 24.2 | 5.4 | 10.7 | 12.2 | 10.6 | 5.8 | 9.0 | 24.5 | 16.7 | 22.3 | 44.5 | 12.6 | 12.3 | 10.0 |
| Standard Deviation(%) | NA | 17.9 | 17.0 | 18.4 | 26.7 | 24.4 | NA | NA | 22.8 | 21.4 | 16.5 | 17.4 | 34.0 | 37.0 | 40.7 | 13.3 | 15.6 | 9.7 | 15.1 | 14.4 | 13.4 | 12.2 | 14.0 | 28.0 | 20.4 | 27.5 | 39.5 | 17.5 | 14.3 | 14.2 |
| Treynor Ratio | NA | 0.2 | 0.08 | 0.06 | -0.15 | 0.0 | NA | NA | 0.05 | -0.07 | 0.07 | 0.09 | -0.51 | -0.23 | 0.13 | 0.33 | -0.14 | 0.17 | 0.25 | -0.03 | 0.08 | 0.43 | 0.22 | 0.03 | 0.3 | 0.38 | -0.32 | 0.0 | 0.18 | 0.1 |
| Alpha | NA | -0.02 | -0.04 | -0.02 | -0.05 | -0.03 | NA | NA | -0.01 | -0.04 | -0.02 | -0.02 | -0.07 | -0.07 | -0.07 | 0.01 | -0.02 | -0.01 | 0.04 | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | -0.01 | 0.05 | -0.02 | 0.03 | 0.0 |
| Beta | NA | 0.66 | 0.71 | 0.79 | 0.76 | 0.83 | NA | NA | 0.85 | 0.82 | 0.82 | 0.84 | 0.7 | 0.7 | 1.01 | 0.78 | 0.78 | 0.86 | 0.83 | 0.87 | 0.82 | 0.81 | 0.79 | 0.85 | 0.84 | 0.82 | 0.9 | 0.93 | 0.82 | 0.93 |
| RSquared | NA | 0.7 | 0.69 | 0.83 | 0.52 | 0.66 | NA | NA | 0.8 | 0.84 | 0.86 | 0.9 | 0.5 | 0.2 | 0.89 | 0.87 | 0.93 | 0.82 | 0.93 | 0.93 | 0.92 | 0.92 | 0.93 | 0.96 | 0.96 | 0.96 | 0.97 | 0.94 | 0.94 | 0.93 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 41.3 | 22.5 | 8.8 | 0.0 | 0.0 | 0.1 | 7.9 | 9.1 | 8.2 | 4.6 | 9.1 | 13.5 | 8.1 | 12.9 | 6.0 | 4.3 | 0.0 | 0.0 | 6.8 | 5.4 | 14.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 61.3 | 158.7 | N/A | N/A | -100.0 | -98.2 | -29.2 | 18.0 | 112.0 | -56.0 | -36.8 | 104.6 | -34.6 | 106.7 | 67.7 | N/A | N/A | -100.0 | 39.2 | -62.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2005
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