Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSENX (JPMORGAN SMALL CAP EQUITY FUND CLASS R6) | 10.26% | 11.87% | 8.77% | 3.01% | 9.23% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 06/01/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSENX (JPMORGAN SMALL CAP EQUITY FUND CLASS R6) | 06/01/2016 | 06/12/2026 |
| 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 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.19 | 11.87 | 8.77 | 3.01 | 9.23 | NA | NA | … | … | 10.26 | -15.59 | 10.23 | 12.24 | -15.84 | 16.11 | 18.75 | 28.99 | -8.77 | 15.88 | 13.71 |
| Sharpe Ratio | NA | 0.37 | 0.30 | -0.01 | 0.34 | NA | NA | … | … | 0.79 | -0.71 | 0.40 | 0.50 | -0.70 | 0.96 | 0.45 | 2.08 | -0.66 | 1.58 | 1.81 |
| Standard Deviation(%) | NA | 16.99 | 18.38 | 19.62 | 20.80 | NA | NA | … | … | 17.98 | 26.30 | 16.50 | 17.39 | 24.92 | 16.79 | 40.52 | 13.24 | 15.54 | 9.66 | 13.38 |
| Draw Down(%) | NA | 11.86 | 25.51 | 26.27 | 41.68 | NA | NA | … | … | 11.86 | 22.46 | 8.59 | 18.84 | 24.50 | 8.90 | 41.68 | 7.43 | 24.01 | 5.39 | 6.44 |
| Yield(%) | 0.00 | 15.99 | 10.28 | 9.05 | 10.34 | 6.84 | 5.13 | … | … | 0.00 | 15.53 | 10.08 | 4.48 | 9.47 | 18.65 | 3.27 | 5.88 | 6.47 | 6.17 | 3.25 |
Data as of 06/12/2026, Common starting date is 06/01/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSENX (JPMORGAN SMALL CAP EQUITY FUND CLASS R6) |
-1.86%
Mar 2017 – Mar 2020 |
1.56%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSENX (JPMORGAN SMALL CAP EQUITY FUND CLASS R6) |
21.16%
Dec 2018 – Dec 2021 |
15.51%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart