Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLGZX (JPMORGAN LARGE CAP GROWTH FUND CLASS R2) | 6.82% | 19.46% | 22.45% | 12.51% | 19.03% | 16.15% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLGZX (JPMORGAN LARGE CAP GROWTH FUND CLASS R2) | 11/14/2008 | 06/04/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 19.46 | 22.45 | 12.51 | 19.03 | 16.15 | NA | … | … | 6.82 | 13.52 | 33.17 | 33.94 | -25.77 | 17.56 | 55.21 | 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 | 1.18 | 1.05 | 0.49 | 0.80 | NA | NA | … | … | 0.86 | 0.49 | 1.59 | 1.82 | -1.05 | 0.91 | 1.48 | 2.17 | -0.06 | 3.65 | -0.18 | 0.40 | 0.66 | 2.44 | 0.76 | 0.10 | 1.15 | 1.40 | 0.48 |
| Standard Deviation(%) | NA | 15.60 | 18.99 | 20.20 | 21.64 | NA | NA | … | … | 16.49 | 22.02 | 18.53 | 16.77 | 25.89 | 19.34 | 37.05 | 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 | 17.00 | 21.58 | 31.46 | 31.89 | NA | NA | … | … | 12.71 | 21.58 | 13.23 | 11.86 | 29.71 | 12.91 | 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 | 12.73 | 7.00 | 7.05 | 12.98 | 14.12 | 18.24 | … | … | 0.00 | 12.90 | 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 06/04/2026, Common starting date 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 |
14.77%
Mar 2011 – Mar 2026 |
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