Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMGZX (JPMORGAN MID CAP GROWTH FUND CLASS R2) | 3.00% | 8.41% | 12.02% | 3.77% | 11.94% | 11.47% | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/23/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMGZX (JPMORGAN MID CAP GROWTH FUND CLASS R2) | 06/23/2009 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.74 | 8.41 | 12.02 | 3.77 | 11.94 | 11.47 | NA | … | … | 3.00 | -0.32 | 5.37 | 22.44 | -28.11 | 0.11 | 31.68 | 39.27 | -5.61 | 28.81 | -0.26 | 2.19 | 10.34 | 41.68 | 15.44 | -6.24 | 24.90 | 30.50 |
| Sharpe Ratio | NA | 0.32 | 0.45 | 0.06 | 0.46 | NA | NA | … | … | 0.22 | -0.13 | -0.07 | 1.12 | -0.94 | 0.00 | 0.84 | 2.43 | -0.35 | 2.90 | -0.03 | 0.13 | 0.66 | 3.11 | 0.94 | -0.21 | 1.13 | 3.31 |
| Standard Deviation(%) | NA | 17.71 | 19.55 | 22.16 | 22.51 | NA | NA | … | … | 20.58 | 25.72 | 18.53 | 16.36 | 31.53 | 22.94 | 37.23 | 15.61 | 19.84 | 9.75 | 17.44 | 16.10 | 15.75 | 13.38 | 16.59 | 29.78 | 22.03 | 19.82 |
| Draw Down(%) | NA | 14.38 | 25.96 | 37.36 | 37.36 | NA | NA | … | … | 13.12 | 25.58 | 14.76 | 14.04 | 33.02 | 18.70 | 34.18 | 8.44 | 23.93 | 3.30 | 19.27 | 14.70 | 10.73 | 6.97 | 13.94 | 27.94 | 17.60 | 7.87 |
| Yield(%) | 0.00 | 10.41 | 7.44 | 5.49 | 9.87 | 10.06 | 12.84 | … | … | 0.00 | 10.64 | 8.96 | 0.00 | 0.64 | 9.98 | 15.05 | 10.43 | 6.73 | 8.11 | 0.05 | 5.37 | 10.33 | 12.78 | 5.06 | 8.69 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 06/23/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMGZX (JPMORGAN MID CAP GROWTH FUND CLASS R2) |
-2.23%
Aug 2021 – Aug 2024 |
2.22%
Mar 2021 – Mar 2026 |
9.21%
Mar 2015 – Mar 2025 |
10.57%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMGZX (JPMORGAN MID CAP GROWTH FUND CLASS R2) |
31.24%
Dec 2018 – Dec 2021 |
24.23%
Oct 2016 – Oct 2021 |
18.48%
Sep 2011 – Sep 2021 |
13.65%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart