Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGRJX (JPMORGAN GROWTH ADVANTAGE FUND CLASS R2) | 6.52% | 21.09% | 22.26% | 12.18% | 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 |
|---|---|---|
| JGRJX (JPMORGAN GROWTH 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 (%) | -0.12 | 21.09 | 22.26 | 12.18 | NA | NA | NA | … | … | 6.52 | 15.19 | 30.41 | 39.39 | -30.40 | 21.27 | 52.90 | 35.55 | -1.78 | 10.69 |
| Sharpe Ratio | NA | 1.39 | 1.03 | 0.44 | NA | NA | NA | … | … | 0.88 | 0.52 | 1.48 | 2.09 | -1.00 | 1.14 | 1.45 | 2.14 | -0.15 | 2.68 |
| Standard Deviation(%) | NA | 15.57 | 19.61 | 22.26 | NA | NA | NA | … | … | 17.67 | 23.68 | 18.05 | 17.23 | 31.87 | 18.59 | 36.03 | 15.94 | 21.86 | 10.02 |
| Draw Down(%) | NA | 15.85 | 24.42 | 35.40 | NA | NA | NA | … | … | 13.12 | 24.42 | 13.10 | 11.72 | 33.93 | 10.12 | 31.82 | 8.39 | 24.33 | 2.83 |
| Yield(%) | 0.00 | 13.20 | 9.47 | 7.93 | 11.03 | 7.36 | 5.52 | … | … | 0.00 | 13.35 | 8.08 | 0.92 | 0.30 | 16.77 | 14.23 | 12.34 | 8.84 | 4.51 |
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 |
|---|---|---|---|---|
| JGRJX (JPMORGAN GROWTH ADVANTAGE FUND CLASS R2) |
5.45%
Apr 2021 – Apr 2024 |
9.56%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGRJX (JPMORGAN GROWTH ADVANTAGE FUND CLASS R2) |
35.96%
Dec 2018 – Dec 2021 |
20.11%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart