Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGTTX (JPMorgan Growth Advantage Fund-R3) | 6.62% | 21.38% | 22.57% | 12.47% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGTTX (JPMorgan Growth Advantage Fund-R3) | 06/05/2017 | 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 | 21.38 | 22.57 | 12.47 | NA | NA | NA | … | … | 6.62 | 4.25 | 30.74 | 39.79 | -30.26 | 21.61 | 53.27 | 35.90 | -1.52 | 13.05 |
| Sharpe Ratio | NA | 1.41 | 1.04 | 0.45 | NA | NA | NA | … | … | 0.90 | 0.05 | 1.50 | 2.12 | -1.00 | 1.16 | 1.46 | 2.16 | -0.13 | 2.23 |
| Standard Deviation(%) | NA | 15.57 | 19.61 | 22.26 | NA | NA | NA | … | … | 17.65 | 26.71 | 18.05 | 17.25 | 31.85 | 18.61 | 36.05 | 15.91 | 21.90 | 10.31 |
| Draw Down(%) | NA | 15.76 | 24.38 | 35.24 | NA | NA | NA | … | … | 13.10 | 24.38 | 13.09 | 11.68 | 33.79 | 10.14 | 31.82 | 8.34 | 24.28 | 3.09 |
| Yield(%) | 0.00 | 12.88 | 9.30 | 7.85 | 11.28 | 7.52 | 5.64 | … | … | 0.00 | 13.05 | 7.93 | 0.90 | 0.29 | 16.61 | 14.34 | 12.29 | 8.82 | 4.60 |
Data as of 06/04/2026, Common starting date is 06/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGTTX (JPMorgan Growth Advantage Fund-R3) |
5.71%
Apr 2021 – Apr 2024 |
9.84%
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 |
|---|---|---|---|---|
| JGTTX (JPMorgan Growth Advantage Fund-R3) |
36.31%
Dec 2018 – Dec 2021 |
20.41%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart