Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFTUX (JPMORGAN INVESTOR GROWTH FUND CLASS R6) | 5.85% | 18.89% | 16.52% | 8.75% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFTUX (JPMORGAN INVESTOR GROWTH FUND CLASS R6) | 08/01/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.20 | 18.89 | 16.52 | 8.75 | NA | NA | NA | … | … | 5.85 | 17.12 | 15.61 | 19.52 | -15.78 | 18.53 | 20.42 | 25.38 | -8.51 | 7.76 |
| Sharpe Ratio | NA | 1.78 | 1.16 | 0.48 | NA | NA | NA | … | … | 1.42 | 0.97 | 1.11 | 1.43 | -0.88 | 1.49 | 0.69 | 2.26 | -0.69 | 3.04 |
| Standard Deviation(%) | NA | 11.04 | 12.52 | 14.11 | NA | NA | NA | … | … | 13.26 | 14.78 | 10.84 | 11.19 | 19.71 | 12.38 | 29.12 | 10.58 | 14.31 | 6.20 |
| Draw Down(%) | NA | 8.68 | 14.73 | 22.85 | NA | NA | NA | … | … | 8.68 | 14.73 | 6.94 | 9.98 | 22.85 | 5.03 | 31.33 | 5.48 | 18.50 | 2.06 |
| Yield(%) | 0.00 | 4.08 | 4.38 | 4.54 | 5.94 | 3.96 | 2.97 | … | … | 0.19 | 4.23 | 3.98 | 4.18 | 6.65 | 5.41 | 8.02 | 9.54 | 7.20 | 8.59 |
Data as of 06/05/2026, Common starting date is 08/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFTUX (JPMORGAN INVESTOR GROWTH FUND CLASS R6) |
4.19%
Apr 2021 – Apr 2024 |
6.08%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFTUX (JPMORGAN INVESTOR GROWTH FUND CLASS R6) |
21.41%
Dec 2018 – Dec 2021 |
15.16%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart