Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JLGZX (JPMORGAN LARGE CAP GROWTH FUND CLASS R2) | 2.04% | 10.93% | 22.51% | 15.37% | 16.10% | 16.67% | NA | 17.77% |
Data as of 06/23/2025, AR inception is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLGZX (JPMORGAN LARGE CAP GROWTH FUND CLASS R2) | 11/14/2008 | 06/23/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 10.93 | 22.51 | 15.37 | 16.10 | 16.67 | NA | 17.77 | 2.04 | 31.76 | 33.94 | -28.04 | 1.28 | 46.80 | 38.48 | -0.01 | 37.37 | -2.46 | 7.05 | 10.42 | 32.15 | 11.60 | 2.46 | 22.09 | 34.14 | 2.41 |
| Sharpe Ratio | NA | 0.20 | 0.97 | 0.62 | 0.67 | NA | NA | 0.77 | -0.05 | 1.35 | 1.79 | -1.14 | 0.05 | 1.23 | 2.18 | -0.06 | 3.65 | -0.17 | 0.40 | 0.66 | 2.44 | 0.76 | 0.10 | 1.15 | 1.40 | 0.48 |
| Standard Deviation(%) | NA | 23.72 | 20.54 | 21.71 | 21.94 | NA | NA | 20.99 | 27.78 | 18.61 | 16.77 | 26.01 | 25.71 | 37.54 | 17.03 | 23.57 | 10.10 | 15.23 | 17.62 | 15.76 | 13.16 | 15.29 | 23.86 | 19.11 | 24.33 | 44.69 |
| Draw Down(%) | NA | 21.58 | 21.58 | 31.46 | 31.89 | NA | NA | 31.89 | 21.58 | 13.23 | 11.86 | 29.71 | 20.41 | 31.89 | 8.19 | 25.52 | 3.41 | 16.53 | 13.67 | 11.07 | 7.61 | 11.56 | 17.33 | 13.62 | 19.48 | 11.01 |
| Yield(%) | 0.00 | 1.19 | 1.72 | 6.30 | 9.44 | 14.25 | 14.50 | 18.12 | 0.00 | 1.48 | 0.00 | 2.36 | 16.66 | 8.06 | 16.54 | 14.26 | 18.01 | 9.24 | 4.71 | 1.99 | 0.00 | 0.31 | 0.01 | 0.00 | 0.11 | 0.00 |
Data as of 06/23/2025, AR inception is 11/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGZX (JPMORGAN LARGE CAP GROWTH FUND CLASS R2) |
4.71%
Sep 2020 - Sep 2023 |
8.81%
Apr 2011 - Apr 2016 |
13.26%
Mar 2010 - Mar 2020 |
15.56%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGZX (JPMORGAN LARGE CAP GROWTH FUND CLASS R2) |
36.20%
Dec 2018 - Dec 2021 |
28.26%
Dec 2016 - Dec 2021 |
19.93%
Aug 2010 - Aug 2020 |
18.45%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart