Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JGVVX (JPMORGAN GROWTH ADVANTAGE FUND CLASS R6) | 8.20% | 18.20% | 24.42% | 15.90% | 16.62% | NA | NA | 17.56% |
Data as of 07/18/2025, AR inception is 12/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGVVX (JPMORGAN GROWTH ADVANTAGE FUND CLASS R6) | 12/24/2013 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.23 | 18.20 | 24.42 | 15.90 | 16.62 | NA | NA | 17.56 | 8.20 | 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 | 0.59 | 0.95 | 0.63 | 0.68 | NA | NA | 0.71 | 0.43 | 1.37 | 2.12 | -0.98 | 1.19 | 1.49 | 2.21 | -0.11 | 3.58 | 0.08 | 0.54 | 0.62 | 5.14 |
| Standard Deviation(%) | NA | 25.41 | 22.15 | 23.08 | 22.48 | NA | NA | 21.62 | 29.20 | 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 | 24.31 | 24.31 | 34.92 | 34.92 | NA | NA | 34.92 | 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 | 5.81 | 3.51 | 7.35 | 9.46 | 8.01 | 6.01 | 10.92 | 0.00 | 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 07/18/2025, AR inception 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 |
10.87%
Mar 2015 - Mar 2020 |
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 |
17.74%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart