Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLGMX (JPMORGAN LARGE CAP GROWTH FUND CLASS R6) | 8.44% | 23.55% | 23.91% | 15.85% | 17.72% | NA | NA | 17.67% |
Data as of 07/25/2025, AR inception is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLGMX (JPMORGAN LARGE CAP GROWTH FUND CLASS R6) | 12/07/2010 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.61 | 23.55 | 23.91 | 15.85 | 17.72 | NA | NA | 17.67 | 8.44 | 34.16 | 34.95 | -25.20 | 18.48 | 56.39 | 39.47 | 0.74 | 38.41 | -1.76 | 7.82 | 11.13 | 33.03 | 12.37 | 3.18 | 1.60 |
| Sharpe Ratio | NA | 0.65 | 1.07 | 0.65 | 0.73 | NA | NA | 0.78 | 0.45 | 1.65 | 1.88 | -1.03 | 0.95 | 1.51 | 2.23 | -0.03 | 3.75 | -0.13 | 0.44 | 0.70 | 2.51 | 0.81 | 0.13 | 5.32 |
| Standard Deviation(%) | NA | 23.40 | 20.34 | 21.56 | 21.91 | NA | NA | 20.47 | 26.10 | 18.55 | 16.77 | 25.89 | 19.34 | 37.04 | 17.02 | 23.56 | 10.10 | 15.24 | 17.60 | 15.77 | 13.14 | 15.30 | 23.82 | 4.97 |
| Draw Down(%) | NA | 21.47 | 21.47 | 31.13 | 31.82 | NA | NA | 31.82 | 21.47 | 13.17 | 11.68 | 29.46 | 12.88 | 31.82 | 8.07 | 25.41 | 3.37 | 16.46 | 13.57 | 11.03 | 7.57 | 11.46 | 17.24 | 0.66 |
| Yield(%) | 0.00 | 1.31 | 1.87 | 5.57 | 9.45 | 12.00 | 9.00 | 12.85 | 0.00 | 1.57 | 0.42 | 2.50 | 14.97 | 7.51 | 15.61 | 13.48 | 17.20 | 8.92 | 4.58 | 1.95 | 0.12 | 0.69 | 0.08 | 0.00 |
Data as of 07/25/2025, AR inception is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGMX (JPMORGAN LARGE CAP GROWTH FUND CLASS R6) |
5.52%
Sep 2020 - Sep 2023 |
9.56%
Feb 2011 - Feb 2016 |
14.64%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGMX (JPMORGAN LARGE CAP GROWTH FUND CLASS R6) |
37.23%
Dec 2018 - Dec 2021 |
29.22%
Dec 2016 - Dec 2021 |
20.43%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart