Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMGPX (JPMORGAN MID CAP GROWTH FUND CLASS R3) | 5.33% | 10.84% | 13.09% | 4.79% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMGPX (JPMORGAN MID CAP GROWTH FUND CLASS R3) | 09/12/2016 | 06/03/2026 |
| 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 (%) | 1.52 | 10.84 | 13.09 | 4.79 | NA | NA | NA | … | … | 5.33 | 0.93 | 6.35 | 22.73 | -27.87 | 1.09 | 32.98 | 39.29 | -5.34 | 29.05 | 0.15 |
| Sharpe Ratio | NA | 0.66 | 0.56 | 0.09 | NA | NA | NA | … | … | 0.63 | -0.08 | -0.01 | 1.14 | -0.93 | 0.05 | 0.88 | 2.42 | -0.34 | 2.94 | 0.02 |
| Standard Deviation(%) | NA | 17.40 | 19.48 | 22.13 | NA | NA | NA | … | … | 20.33 | 25.36 | 18.25 | 16.36 | 31.55 | 22.61 | 37.05 | 15.63 | 19.82 | 9.72 | 11.73 |
| Draw Down(%) | NA | 14.29 | 25.89 | 37.28 | NA | NA | NA | … | … | 13.06 | 25.56 | 14.15 | 13.98 | 32.97 | 18.09 | 34.18 | 8.41 | 23.86 | 3.24 | 6.52 |
| Yield(%) | 0.00 | 9.42 | 6.82 | 5.18 | 9.42 | 6.28 | 4.71 | … | … | 0.00 | 9.65 | 8.21 | 0.00 | 0.59 | 9.28 | 14.14 | 9.61 | 6.41 | 7.76 | 0.04 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| JMGPX (JPMORGAN MID CAP GROWTH FUND CLASS R3) |
-1.98%
Aug 2021 – Aug 2024 |
2.47%
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 |
|---|---|---|---|---|
| JMGPX (JPMORGAN MID CAP GROWTH FUND CLASS R3) |
31.46%
Dec 2018 – Dec 2021 |
24.47%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart