Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HLGEX (JPMORGAN MID CAP GROWTH FUND SELECT CLASS) | 9.85% | 21.03% | 14.95% | 7.11% | 10.31% | 12.80% | 10.19% | 10.78% |
Data as of 07/25/2025, AR inception is 03/30/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLGEX (JPMORGAN MID CAP GROWTH FUND SELECT CLASS) | 03/30/1989 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.83 | 21.03 | 14.95 | 7.11 | 10.31 | 12.80 | 10.19 | 10.78 | 9.85 | 6.93 | 23.11 | -27.63 | 1.57 | 33.65 | 39.73 | -5.07 | 29.51 | 0.19 | 2.69 | 10.86 | 42.36 | 15.89 | -5.77 | 25.49 | 43.24 | -43.80 | 16.67 | 11.31 | 10.86 | 12.91 | 26.79 | -20.19 | -10.72 | 6.03 | 29.36 | 37.42 | 29.76 | 20.28 | 5.98 | -6.95 | 6.68 | 5.71 | 40.35 | 0.06 | 15.02 |
| Sharpe Ratio | NA | 0.73 | 0.55 | 0.23 | 0.39 | NA | NA | 0.40 | 0.53 | 0.02 | 1.16 | -0.92 | 0.07 | 0.90 | 2.46 | -0.32 | 2.98 | 0.00 | 0.17 | 0.69 | 3.15 | 0.96 | -0.19 | 1.15 | 1.45 | -1.05 | 0.81 | 0.55 | 0.69 | 0.84 | 1.62 | -0.81 | -0.47 | 0.05 | 1.23 | 1.33 | 1.38 | 1.03 | 0.09 | -1.01 | 0.37 | 0.26 | 2.34 | -0.32 | 0.86 |
| Standard Deviation(%) | NA | 24.62 | 21.07 | 23.14 | 22.33 | NA | NA | 21.86 | 28.69 | 18.17 | 16.35 | 31.54 | 22.54 | 36.99 | 15.57 | 19.80 | 9.72 | 17.46 | 16.09 | 15.75 | 13.42 | 16.56 | 29.76 | 22.02 | 29.80 | 42.66 | 16.98 | 14.64 | 12.60 | 14.26 | 16.14 | 26.18 | 28.44 | 38.66 | 21.22 | 25.61 | 18.99 | 16.09 | 23.24 | 9.81 | 12.34 | 12.63 | 15.54 | 16.07 | 16.98 |
| Draw Down(%) | NA | 25.81 | 25.81 | 37.16 | 37.16 | NA | NA | 57.65 | 25.50 | 13.95 | 13.88 | 32.87 | 17.91 | 34.16 | 8.35 | 23.81 | 3.23 | 19.23 | 14.62 | 10.69 | 6.95 | 13.83 | 27.86 | 17.49 | 21.44 | 55.25 | 10.04 | 14.49 | 7.79 | 14.34 | 11.95 | 31.31 | 31.23 | 25.03 | 10.97 | 30.76 | 12.02 | 16.56 | 25.23 | 12.27 | 9.31 | 15.91 | 7.39 | 24.27 | 10.19 |
| Yield(%) | 0.00 | 7.57 | 3.40 | 3.78 | 5.53 | 8.97 | 7.09 | 15.02 | 0.00 | 7.99 | 0.00 | 0.57 | 9.13 | 0.04 | 9.54 | 6.38 | 7.75 | 0.04 | 5.19 | 10.06 | 12.54 | 4.99 | 8.63 | 0.00 | 0.00 | 1.63 | 16.30 | 16.73 | 8.49 | 0.00 | 0.00 | 0.00 | 0.33 | 16.67 | 17.72 | 13.95 | 15.42 | 19.96 | 0.22 | 0.39 | 0.45 | 0.24 | 1.36 | 1.94 | 2.06 |
Data as of 07/25/2025, AR inception is 03/30/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLGEX (JPMORGAN MID CAP GROWTH FUND SELECT CLASS) |
-15.30%
Feb 2006 - Feb 2009 |
-5.04%
Feb 2004 - Feb 2009 |
-0.71%
Aug 2000 - Aug 2010 |
5.05%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLGEX (JPMORGAN MID CAP GROWTH FUND SELECT CLASS) |
41.34%
Mar 1997 - Mar 2000 |
27.36%
Feb 2009 - Feb 2014 |
19.88%
Sep 1990 - Sep 2000 |
15.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart