Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JMGMX (JPMORGAN MID CAP GROWTH FUND CLASS R6) | 10.60% | 22.75% | 13.63% | 7.16% | 10.38% | NA | NA | 12.89% |
Data as of 07/30/2025, AR inception is 11/03/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMGMX (JPMORGAN MID CAP GROWTH FUND CLASS R6) | 11/03/2011 | 07/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.53 | 22.75 | 13.63 | 7.16 | 10.38 | NA | NA | 12.89 | 10.60 | 7.37 | 23.35 | -27.48 | 10.89 | 34.20 | 40.03 | -4.88 | 29.74 | 0.37 | 2.88 | 11.10 | 42.59 | 16.19 | -13.28 |
| Sharpe Ratio | NA | 0.73 | 0.56 | 0.24 | 0.40 | NA | NA | 0.53 | 0.54 | 0.04 | 1.18 | -0.92 | 0.53 | 0.92 | 2.47 | -0.31 | 3.00 | 0.01 | 0.18 | 0.70 | 3.18 | 0.99 | -1.62 |
| Standard Deviation(%) | NA | 24.61 | 21.06 | 23.12 | 22.32 | NA | NA | 20.89 | 28.68 | 18.08 | 16.36 | 31.54 | 20.35 | 36.91 | 15.61 | 19.81 | 9.75 | 17.44 | 16.11 | 15.76 | 13.38 | 16.49 | 37.11 |
| Draw Down(%) | NA | 25.77 | 25.77 | 37.07 | 37.07 | NA | NA | 37.07 | 25.50 | 13.74 | 13.85 | 32.79 | 11.85 | 34.15 | 8.32 | 23.76 | 3.25 | 19.22 | 14.58 | 10.65 | 6.92 | 13.85 | 17.30 |
| Yield(%) | 0.00 | 7.37 | 3.15 | 3.67 | 5.39 | 7.03 | 5.27 | 8.11 | 0.00 | 7.73 | 0.00 | 0.56 | 8.91 | 0.18 | 9.37 | 6.29 | 7.66 | 0.04 | 5.15 | 10.01 | 12.51 | 4.99 | 0.00 |
Data as of 07/30/2025, AR inception is 11/03/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMGMX (JPMORGAN MID CAP GROWTH FUND CLASS R6) |
-3.65%
Nov 2020 - Nov 2023 |
6.63%
Sep 2018 - Sep 2023 |
8.87%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMGMX (JPMORGAN MID CAP GROWTH FUND CLASS R6) |
27.73%
Dec 2018 - Dec 2021 |
22.57%
Oct 2016 - Oct 2021 |
17.19%
Dec 2011 - Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart