Performance Comparison
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
