Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGRUX (JPMORGAN GROWTH AND INCOME FUND CLASS R4) | 8.88% | 22.62% | 15.87% | 9.97% | 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 |
|---|---|---|
| JGRUX (JPMORGAN GROWTH AND INCOME FUND CLASS R4) | 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 (%) | 0.14 | 22.62 | 15.87 | 9.97 | NA | NA | NA | … | … | 8.88 | 13.93 | 14.79 | 9.45 | -2.32 | 27.16 | 4.53 | 28.15 | -7.47 | 10.33 |
| Sharpe Ratio | NA | 1.87 | 1.00 | 0.51 | NA | NA | NA | … | … | 1.63 | 0.72 | 1.04 | 0.49 | -0.19 | 1.96 | 0.12 | 2.16 | -0.56 | 3.62 |
| Standard Deviation(%) | NA | 10.68 | 12.57 | 14.42 | NA | NA | NA | … | … | 11.95 | 15.40 | 10.70 | 12.02 | 19.62 | 13.81 | 36.75 | 12.37 | 15.91 | 7.12 |
| Draw Down(%) | NA | 7.69 | 15.62 | 15.62 | NA | NA | NA | … | … | 7.69 | 13.74 | 8.42 | 10.18 | 15.22 | 5.78 | 38.59 | 6.90 | 18.97 | 2.55 |
| Yield(%) | 0.00 | 5.16 | 3.73 | 3.13 | 3.97 | 2.65 | 1.99 | … | … | 0.00 | 5.49 | 3.05 | 1.60 | 1.58 | 3.41 | 2.57 | 4.28 | 5.68 | 4.93 |
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 |
|---|---|---|---|---|
| JGRUX (JPMORGAN GROWTH AND INCOME FUND CLASS R4) |
3.52%
Oct 2017 – Oct 2020 |
7.92%
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 |
|---|---|---|---|---|
| JGRUX (JPMORGAN GROWTH AND INCOME FUND CLASS R4) |
20.49%
Mar 2020 – Mar 2023 |
17.62%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart