Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JDSCX (JPMORGAN DYNAMIC SMALL CAP GROWTH FUND SELECT CLASS) | 16.50% | 27.64% | 13.97% | 3.17% | 12.28% | 10.89% | 9.24% | … | … |
Data as of 06/04/2026, Common starting date is 04/29/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JDSCX (JPMORGAN DYNAMIC SMALL CAP GROWTH FUND SELECT CLASS) | 04/29/2002 | 06/04/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.64 | 13.97 | 3.17 | 12.28 | 10.89 | 9.24 | … | … | 16.50 | 0.88 | 10.60 | 15.39 | -20.16 | 7.63 | 23.06 | 30.53 | -3.10 | 41.99 | 7.93 | -2.41 | -0.26 | 47.67 | 12.26 | -3.56 | 33.85 | 28.02 | -43.54 | 13.37 | 15.65 | 5.70 | 10.27 | 39.04 | -23.43 |
| Sharpe Ratio | NA | 1.50 | 0.57 | 0.03 | 0.49 | NA | NA | … | … | 2.29 | -0.09 | 0.22 | 0.62 | -0.82 | 0.36 | 0.56 | 1.90 | -0.22 | 3.16 | 0.34 | -0.13 | -0.01 | 3.14 | 0.68 | -0.11 | 1.43 | 0.97 | -1.09 | 0.54 | 0.64 | 0.22 | 0.54 | 2.16 | -1.20 |
| Standard Deviation(%) | NA | 17.07 | 19.36 | 20.99 | 22.50 | NA | NA | … | … | 18.05 | 21.82 | 18.51 | 18.15 | 26.45 | 20.87 | 40.61 | 15.32 | 19.84 | 13.15 | 22.45 | 19.21 | 20.00 | 15.18 | 17.98 | 32.93 | 23.62 | 28.83 | 40.64 | 19.22 | 19.38 | 15.88 | 17.13 | 17.79 | 28.02 |
| Draw Down(%) | NA | 10.27 | 26.01 | 33.54 | 38.31 | NA | NA | … | … | 10.27 | 23.56 | 9.87 | 16.72 | 26.09 | 15.60 | 38.31 | 8.46 | 26.53 | 4.99 | 24.44 | 19.80 | 20.54 | 5.52 | 15.65 | 31.58 | 17.24 | 24.83 | 55.09 | 11.10 | 20.96 | 11.65 | 15.33 | 11.65 | 33.27 |
| Yield(%) | 0.00 | 4.83 | 2.33 | 1.16 | 6.86 | 7.54 | 6.81 | … | … | 0.00 | 4.56 | 0.98 | 0.41 | 0.21 | 0.11 | 0.22 | 3.55 | 23.35 | 13.09 | 14.83 | 12.52 | 7.37 | 10.40 | 3.96 | 0.00 | 0.00 | 0.00 | 0.00 | 9.25 | 10.59 | 7.17 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDSCX (JPMORGAN DYNAMIC SMALL CAP GROWTH FUND SELECT CLASS) |
-16.89%
Feb 2006 – Feb 2009 |
-6.21%
Feb 2004 – Feb 2009 |
4.07%
Feb 2006 – Feb 2016 |
7.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JDSCX (JPMORGAN DYNAMIC SMALL CAP GROWTH FUND SELECT CLASS) |
28.74%
Feb 2009 – Feb 2012 |
27.14%
Feb 2009 – Feb 2014 |
18.51%
Feb 2009 – Feb 2019 |
14.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart