Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JISGX (JPMORGAN SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) | -0.37% | 5.78% | 7.34% | -0.28% | 7.06% | 11.08% | 8.58% | 8.72% |
Data as of 07/03/2025, AR inception is 02/28/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JISGX (JPMORGAN SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) | 02/28/2005 | 07/03/2025 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.49 | 5.78 | 7.34 | -0.28 | 7.06 | 11.08 | 8.58 | 8.72 | -0.37 | 12.90 | 14.33 | -32.44 | -16.74 | 50.38 | 37.70 | -4.26 | 41.82 | 8.12 | -1.95 | 0.09 | 48.43 | 12.63 | -3.16 | 34.80 | 39.37 | -43.14 | 12.34 | 16.45 | 9.12 |
| Sharpe Ratio | NA | -0.02 | 0.12 | -0.07 | 0.20 | NA | NA | 0.29 | -0.28 | 0.30 | 0.49 | -0.95 | -0.61 | 1.20 | 2.02 | -0.25 | 3.16 | 0.35 | -0.10 | 0.00 | 3.18 | 0.70 | -0.10 | 1.45 | 1.23 | -1.03 | 0.50 | 0.74 | 0.56 |
| Standard Deviation(%) | NA | 26.34 | 24.64 | 26.83 | 26.10 | NA | NA | 25.55 | 30.54 | 20.79 | 20.53 | 35.60 | 27.48 | 41.60 | 17.99 | 22.49 | 13.09 | 22.30 | 19.16 | 20.02 | 15.22 | 18.17 | 32.90 | 23.91 | 32.02 | 42.54 | 18.96 | 17.94 | 15.44 |
| Draw Down(%) | NA | 29.17 | 29.17 | 53.59 | 53.59 | NA | NA | 60.76 | 28.38 | 12.62 | 22.56 | 37.22 | 28.70 | 40.11 | 10.37 | 29.56 | 4.91 | 24.17 | 19.62 | 20.36 | 5.56 | 15.61 | 31.53 | 17.03 | 27.61 | 56.50 | 11.70 | 18.74 | 11.18 |
| Yield(%) | 0.00 | 0.83 | 0.32 | 0.21 | 3.91 | 7.80 | 6.16 | 6.33 | 0.00 | 0.89 | 0.00 | 0.00 | 0.00 | 0.32 | 7.10 | 10.92 | 9.55 | 3.57 | 7.18 | 7.21 | 12.15 | 8.93 | 1.82 | 0.35 | 0.00 | 0.00 | 14.96 | 15.61 | 20.38 |
Data as of 07/03/2025, AR inception is 02/28/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JISGX (JPMORGAN SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
-17.33%
Feb 2006 - Feb 2009 |
-1.19%
Sep 2018 - Sep 2023 |
5.34%
Oct 2013 - Oct 2023 |
7.26%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JISGX (JPMORGAN SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) |
34.19%
Feb 2009 - Feb 2012 |
30.55%
Feb 2009 - Feb 2014 |
20.44%
Feb 2009 - Feb 2019 |
14.52%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart