Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGTUX (JPMorgan Growth Advantage Fund-R4) | 3.16% | 18.13% | 21.49% | 11.92% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGTUX (JPMorgan Growth Advantage Fund-R4) | 06/05/2017 | 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 (%) | -3.81 | 18.13 | 21.49 | 11.92 | NA | NA | NA | … | … | 3.16 | 5.38 | 31.04 | 40.16 | -30.06 | 21.92 | 53.63 | 36.24 | -1.23 | 13.16 |
| Sharpe Ratio | NA | 1.43 | 1.06 | 0.42 | NA | NA | NA | … | … | 0.92 | 0.10 | 1.52 | 2.14 | -0.99 | 0.77 | 1.47 | 2.19 | -0.12 | 2.25 |
| Standard Deviation(%) | NA | 15.55 | 19.60 | 24.26 | NA | NA | NA | … | … | 17.64 | 26.33 | 18.05 | 17.21 | 31.90 | 28.46 | 36.06 | 15.91 | 21.93 | 10.29 |
| Draw Down(%) | NA | 15.66 | 24.35 | 41.91 | NA | NA | NA | … | … | 13.04 | 24.35 | 13.06 | 11.59 | 33.67 | 17.15 | 31.77 | 8.34 | 24.23 | 3.07 |
| Yield(%) | 0.00 | 12.09 | 8.77 | 7.47 | 11.00 | 7.33 | 5.50 | … | … | 0.00 | 12.20 | 7.46 | 0.85 | 0.28 | 15.87 | 13.73 | 11.90 | 8.59 | 4.49 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| JGTUX (JPMorgan Growth Advantage Fund-R4) |
5.98%
Apr 2021 – Apr 2024 |
10.13%
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 |
|---|---|---|---|---|
| JGTUX (JPMorgan Growth Advantage Fund-R4) |
36.65%
Dec 2018 – Dec 2021 |
20.72%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart