Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGSVX (JPMORGAN SMALL CAP GROWTH FUND CLASS R5) | 21.66% | 37.91% | 15.92% | 2.09% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGSVX (JPMORGAN SMALL CAP GROWTH FUND CLASS R5) | 09/12/2016 | 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 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 37.91 | 15.92 | 2.09 | NA | NA | NA | … | … | 21.66 | 3.28 | 12.93 | 14.31 | -32.18 | -5.72 | 59.76 | 39.10 | -4.32 | 41.78 | 1.90 |
| Sharpe Ratio | NA | 1.73 | 0.57 | -0.03 | NA | NA | NA | … | … | 2.27 | 0.02 | 0.45 | 0.52 | -0.95 | -0.24 | 1.44 | 2.09 | -0.25 | 3.17 | 0.36 |
| Standard Deviation(%) | NA | 21.73 | 22.92 | 25.62 | NA | NA | NA | … | … | 25.00 | 25.97 | 20.79 | 20.55 | 35.62 | 24.16 | 41.06 | 17.99 | 22.49 | 13.05 | 16.85 |
| Draw Down(%) | NA | 14.29 | 29.15 | 44.88 | NA | NA | NA | … | … | 14.29 | 28.35 | 12.57 | 22.54 | 37.21 | 19.28 | 40.14 | 10.32 | 29.56 | 4.91 | 10.83 |
| Yield(%) | 0.00 | 6.56 | 2.76 | 3.31 | 8.44 | 5.63 | 4.22 | … | … | 0.00 | 6.17 | 0.88 | 0.00 | 0.26 | 10.99 | 9.26 | 8.20 | 10.91 | 9.55 | 3.28 |
Data as of 06/04/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGSVX (JPMORGAN SMALL CAP GROWTH FUND CLASS R5) |
-10.68%
Jan 2021 – Jan 2024 |
-2.53%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGSVX (JPMORGAN SMALL CAP GROWTH FUND CLASS R5) |
28.59%
Dec 2017 – Dec 2020 |
26.38%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart