Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JHTAX (JPMorgan Hedged Equity 3 Fund Class A) | 1.38% | 10.30% | 11.77% | 6.83% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 03/10/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JHTAX (JPMorgan Hedged Equity 3 Fund Class A) | 03/10/2021 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.62 | 10.30 | 11.77 | 6.83 | NA | NA | NA | … | … | 1.38 | 9.17 | 16.35 | 18.41 | -14.72 | 11.45 |
| Sharpe Ratio | NA | 1.28 | 1.05 | 0.45 | NA | NA | NA | … | … | 0.13 | 0.63 | 1.63 | 1.85 | -1.16 | 2.28 |
| Standard Deviation(%) | NA | 6.81 | 8.42 | 9.78 | NA | NA | NA | … | … | 8.20 | 10.09 | 7.82 | 8.03 | 13.93 | 6.21 |
| Draw Down(%) | NA | 5.79 | 11.27 | 18.89 | NA | NA | NA | … | … | 5.79 | 11.27 | 4.37 | 6.00 | 18.89 | 3.07 |
| Yield(%) | 0.00 | 0.35 | 0.58 | 0.74 | 0.38 | 0.26 | 0.19 | … | … | 0.00 | 0.43 | 0.53 | 0.84 | 1.46 | 0.32 |
Data as of 06/11/2026, Common starting date is 03/10/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHTAX (JPMorgan Hedged Equity 3 Fund Class A) |
3.82%
Apr 2021 – Apr 2024 |
7.29%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JHTAX (JPMorgan Hedged Equity 3 Fund Class A) |
15.35%
Sep 2022 – Sep 2025 |
7.33%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart