Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGVRX (JPMORGAN GROWTH ADVANTAGE FUND CLASS R5) | 6.79% | 21.85% | 23.05% | 12.92% | 17.64% | 16.48% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/12/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGVRX (JPMORGAN GROWTH ADVANTAGE FUND CLASS R5) | 01/12/2009 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 21.85 | 23.05 | 12.92 | 17.64 | 16.48 | NA | … | … | 6.79 | 6.04 | 24.44 | 39.52 | -30.21 | 6.86 | 39.85 | 36.44 | -1.11 | 35.69 | 1.41 | 9.03 | 9.86 | 44.97 | 16.35 | -1.24 | 21.57 | 41.36 |
| Sharpe Ratio | NA | 1.44 | 1.07 | 0.43 | 0.69 | NA | NA | … | … | 0.92 | 0.12 | 0.94 | 2.07 | -1.00 | 0.28 | 1.06 | 2.20 | -0.11 | 3.56 | 0.07 | 0.53 | 0.62 | 3.39 | 1.04 | -0.05 | 1.03 | 1.65 |
| Standard Deviation(%) | NA | 15.57 | 19.60 | 24.16 | 23.33 | NA | NA | … | … | 17.64 | 26.12 | 19.05 | 17.21 | 31.85 | 24.69 | 37.31 | 15.94 | 21.90 | 9.89 | 16.90 | 16.92 | 15.91 | 13.24 | 15.76 | 27.93 | 20.81 | 25.81 |
| Draw Down(%) | NA | 15.63 | 24.32 | 41.59 | 41.59 | NA | NA | … | … | 13.03 | 24.32 | 13.06 | 11.57 | 33.58 | 18.98 | 31.79 | 8.34 | 24.20 | 3.07 | 18.14 | 13.81 | 10.56 | 5.99 | 12.37 | 23.08 | 16.63 | 18.63 |
| Yield(%) | 0.00 | 11.56 | 8.47 | 7.29 | 11.20 | 14.10 | 18.63 | … | … | 0.00 | 11.73 | 7.20 | 0.82 | 0.27 | 15.46 | 0.32 | 11.66 | 8.44 | 5.24 | 0.00 | 3.61 | 4.08 | 6.14 | 0.89 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/12/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGVRX (JPMORGAN GROWTH ADVANTAGE FUND CLASS R5) |
3.19%
Nov 2020 – Nov 2023 |
10.04%
Dec 2017 – Dec 2022 |
13.15%
Oct 2013 – Oct 2023 |
14.95%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGVRX (JPMORGAN GROWTH ADVANTAGE FUND CLASS R5) |
32.56%
Dec 2018 – Dec 2021 |
26.34%
Feb 2009 – Feb 2014 |
20.78%
Aug 2010 – Aug 2020 |
18.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart