Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGVVX (JPMORGAN GROWTH ADVANTAGE FUND CLASS R6) | 6.85% | 21.98% | 23.17% | 13.03% | 18.89% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGVVX (JPMORGAN GROWTH ADVANTAGE FUND CLASS R6) | 12/24/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.13 | 21.98 | 23.17 | 13.03 | 18.89 | NA | NA | … | … | 6.85 | 6.32 | 31.38 | 40.48 | -29.88 | 22.23 | 54.00 | 36.59 | -1.01 | 35.83 | 1.54 | 9.16 | 9.94 | 0.50 |
| Sharpe Ratio | NA | 1.45 | 1.08 | 0.47 | 0.79 | NA | NA | … | … | 0.93 | 0.14 | 1.54 | 2.16 | -0.99 | 1.19 | 1.49 | 2.20 | -0.11 | 3.58 | 0.08 | 0.54 | 0.62 | 5.14 |
| Standard Deviation(%) | NA | 15.58 | 19.60 | 22.26 | 22.16 | NA | NA | … | … | 17.67 | 26.04 | 18.07 | 17.25 | 31.85 | 18.59 | 36.00 | 15.94 | 21.90 | 9.88 | 16.88 | 16.93 | 16.02 | 7.24 |
| Draw Down(%) | NA | 15.58 | 24.31 | 34.92 | 34.92 | NA | NA | … | … | 13.00 | 24.31 | 13.05 | 11.54 | 33.52 | 10.08 | 31.77 | 8.33 | 24.15 | 3.06 | 18.10 | 13.73 | 10.50 | 0.43 |
| Yield(%) | 0.00 | 11.39 | 8.36 | 7.22 | 13.20 | 10.37 | 7.78 | … | … | 0.00 | 11.56 | 7.11 | 0.81 | 0.27 | 15.32 | 13.58 | 11.59 | 8.41 | 5.23 | 0.00 | 3.60 | 4.08 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGVVX (JPMORGAN GROWTH ADVANTAGE FUND CLASS R6) |
6.26%
Apr 2021 – Apr 2024 |
10.40%
Mar 2021 – Mar 2026 |
15.47%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGVVX (JPMORGAN GROWTH ADVANTAGE FUND CLASS R6) |
37.00%
Dec 2018 – Dec 2021 |
28.65%
Oct 2016 – Oct 2021 |
19.09%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart