Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
JGASX (JPMORGAN GROWTH ADVANTAGE FUND SELECT CLASS) 3.16% 18.16% 21.50% 11.93% 17.04% 16.01% 13.53%
Data as of 06/05/2026, Common starting date is 05/03/2006
More Performance Analytics Comparison
Name Start Date End Date
JGASX (JPMORGAN GROWTH ADVANTAGE FUND SELECT CLASS) 05/03/2006 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 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -3.81 18.16 21.50 11.93 17.04 16.01 13.53 3.16 15.79 31.05 40.17 -30.05 21.89 39.32 36.24 -1.28 35.51 1.30 8.71 9.66 44.74 16.08 -1.47 21.72 36.91 -41.78 25.45 1.82
Sharpe Ratio NA 1.43 1.06 0.46 0.71 NA NA 0.92 0.55 1.52 2.14 -0.99 1.18 1.04 2.18 -0.12 3.55 0.06 0.51 0.60 3.38 1.03 -0.05 1.04 1.42 -1.05 1.32 -0.05
Standard Deviation(%) NA 15.58 19.59 22.25 22.37 NA NA 17.65 23.66 18.06 17.21 31.86 18.57 37.38 15.94 21.87 9.85 16.89 16.93 16.00 13.24 15.66 27.96 20.79 25.87 40.45 16.99 15.94
Draw Down(%) NA 15.68 24.35 35.09 35.09 NA NA 13.04 24.35 13.06 11.59 33.68 10.10 31.79 8.30 24.26 3.07 18.06 13.79 10.53 6.03 12.45 23.10 16.29 19.82 52.30 9.04 14.25
Yield(%) 0.00 12.09 8.77 7.47 11.34 14.14 14.44 0.00 12.20 7.46 0.85 0.28 15.88 0.26 11.90 8.59 5.32 0.00 3.65 4.11 6.18 0.65 0.00 0.35 0.00 0.00 0.00 0.00
Data as of 06/05/2026, Common starting date is 05/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JGASX (JPMORGAN GROWTH ADVANTAGE FUND SELECT CLASS) -6.40%
Aug 2007 – Aug 2010
1.00%
Oct 2007 – Oct 2012
9.30%
Dec 2006 – Dec 2016
10.04%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JGASX (JPMORGAN GROWTH ADVANTAGE FUND SELECT CLASS) 32.26%
Dec 2018 – Dec 2021
26.17%
Feb 2009 – Feb 2014
20.56%
Aug 2010 – Aug 2020
18.37%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return