Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGAQX (JPMORGAN VALUE ADVANTAGE FUND CLASS R2) | 7.73% | 17.81% | 15.22% | 8.02% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGAQX (JPMORGAN VALUE ADVANTAGE FUND CLASS R2) | 08/01/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | 17.81 | 15.22 | 8.02 | NA | NA | NA | … | … | 7.73 | 9.15 | 15.95 | 9.32 | -4.37 | 27.86 | -2.28 | 26.40 | -9.64 | 6.63 |
| Sharpe Ratio | NA | 1.18 | 0.89 | 0.31 | NA | NA | NA | … | … | 1.16 | 0.39 | 1.07 | 0.42 | -0.29 | 1.17 | -0.06 | 2.11 | -0.75 | 2.17 |
| Standard Deviation(%) | NA | 11.35 | 13.42 | 17.35 | NA | NA | NA | … | … | 11.99 | 16.28 | 11.48 | 13.51 | 20.04 | 23.83 | 39.30 | 11.79 | 14.83 | 7.31 |
| Draw Down(%) | NA | 8.10 | 16.67 | 22.78 | NA | NA | NA | … | … | 8.10 | 14.27 | 8.36 | 11.77 | 17.70 | 14.12 | 41.12 | 7.73 | 19.36 | 3.57 |
| Yield(%) | 0.00 | 12.32 | 10.81 | 9.11 | 7.30 | 4.87 | 3.65 | … | … | 0.00 | 12.33 | 10.98 | 7.14 | 8.84 | 16.10 | 2.73 | 4.35 | 5.87 | 2.08 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| JGAQX (JPMORGAN VALUE ADVANTAGE FUND CLASS R2) |
-0.73%
Oct 2017 – Oct 2020 |
5.42%
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 |
|---|---|---|---|---|
| JGAQX (JPMORGAN VALUE ADVANTAGE FUND CLASS R2) |
19.13%
Mar 2020 – Mar 2023 |
17.10%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart