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JGVVX: JPMORGAN GROWTH ADVANTAGE FUND CLASS R6 (MUTUAL FUND)
Basic Info 36.38 0.09(0.25%) April 17
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (0%) |
| Start Date: | 12/24/2013 |
| Last Dividend Date: | 12/12/2024 |
| 12-Mo. Yield | 6.40% |
| Expenses | 1.05% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/24/2013 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -14.5 | 2.8 | 8.5 | 16.0 | 14.8 | 14.6 | 31.4 | 40.5 | -29.9 | 22.2 | 54.0 | 36.6 | -1.0 | 35.8 | 1.5 | 9.2 | 9.9 | 0.5 |
| Sharpe Ratio | NA | -1.23 | -0.14 | 0.17 | 0.57 | 0.59 | 0.61 | 1.37 | 2.12 | -0.98 | 1.19 | 1.49 | 2.21 | -0.11 | 3.58 | 0.08 | 0.54 | 0.62 | 5.14 |
| Draw Down(%) | NA | 24.3 | 24.3 | 24.3 | 34.9 | 34.9 | 34.9 | 13.0 | 11.5 | 33.5 | 10.1 | 31.8 | 8.3 | 24.2 | 3.1 | 18.1 | 13.7 | 10.5 | 0.4 |
| Standard Deviation(%) | NA | 35.9 | 25.0 | 24.2 | 23.4 | 22.4 | 21.7 | 18.1 | 17.2 | 31.8 | 18.6 | 36.0 | 15.9 | 21.9 | 9.9 | 16.9 | 16.9 | 16.0 | 7.2 |
| Treynor Ratio | NA | -0.46 | -0.04 | 0.05 | 0.16 | 0.15 | 0.15 | 0.29 | 0.41 | -0.37 | 0.35 | 0.54 | 0.47 | -0.02 | 0.32 | 0.01 | 0.09 | 0.09 | 0.25 |
| Alpha | NA | -0.01 | 0.01 | 0.01 | 0.03 | 0.02 | 0.01 | 0.02 | 0.0 | 0.03 | 0.08 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 | -0.19 |
| Beta | NA | 0.96 | 0.91 | 0.9 | 0.84 | 0.9 | 0.91 | 0.86 | 0.9 | 0.85 | 0.64 | 0.98 | 0.74 | 1.04 | 1.1 | 1.11 | 1.02 | 1.14 | 1.46 |
| RSquared | NA | 0.99 | 0.96 | 0.97 | 0.91 | 0.92 | 0.92 | 0.94 | 0.97 | 0.97 | 0.66 | 0.97 | 0.72 | 0.98 | 0.91 | 0.94 | 0.96 | 0.94 | 0.94 |
| Yield(%) | N/A | 0.0 | 6.4 | 3.0 | 9.3 | 10.2 | N/A | 7.1 | 0.8 | 0.3 | 15.3 | 13.6 | 11.6 | 8.4 | 5.2 | 0.0 | 3.6 | 4.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 1114.0 | -74.1 | 104.6 | N/A | N/A | 1114.0 | 109.0 | -98.1 | 53.4 | 48.3 | 23.5 | 110.4 | N/A | -100.0 | -5.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/24/2013
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See LARGE GROWTH Asset Class Trend Rankings |
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