Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLGQX (JPMORGAN LARGE CAP GROWTH FUND CLASS R4) | 3.02% | 16.09% | 21.50% | 12.12% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLGQX (JPMORGAN LARGE CAP GROWTH FUND CLASS R4) | 09/12/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.51 | 16.09 | 21.50 | 12.12 | NA | NA | NA | … | … | 3.02 | 4.40 | 33.84 | 34.61 | -25.39 | 18.17 | 55.99 | 39.17 | 0.47 | 37.99 | 1.11 |
| Sharpe Ratio | NA | 1.22 | 1.08 | 0.52 | NA | NA | NA | … | … | 0.90 | 0.06 | 1.63 | 1.86 | -1.04 | 0.94 | 1.50 | 2.21 | -0.04 | 3.70 | 0.29 |
| Standard Deviation(%) | NA | 15.61 | 18.99 | 20.20 | NA | NA | NA | … | … | 16.47 | 24.73 | 18.54 | 16.78 | 25.89 | 19.34 | 37.01 | 17.02 | 23.56 | 10.15 | 11.87 |
| Draw Down(%) | NA | 16.82 | 21.51 | 31.23 | NA | NA | NA | … | … | 12.60 | 21.51 | 13.20 | 11.75 | 29.54 | 12.89 | 31.84 | 8.12 | 25.47 | 3.39 | 4.30 |
| Yield(%) | 0.00 | 11.60 | 6.47 | 6.64 | 12.61 | 8.41 | 6.30 | … | … | 0.00 | 11.72 | 1.35 | 0.20 | 2.46 | 15.57 | 7.72 | 15.94 | 13.74 | 17.51 | 9.10 |
Data as of 06/05/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGQX (JPMORGAN LARGE CAP GROWTH FUND CLASS R4) |
5.24%
Sep 2020 – Sep 2023 |
10.56%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGQX (JPMORGAN LARGE CAP GROWTH FUND CLASS R4) |
36.89%
Dec 2018 – Dec 2021 |
28.89%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart