Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JSGZX (JPMORGAN SMALL CAP GROWTH FUND CLASS R2) | 21.35% | 37.05% | 15.17% | -1.84% | 9.94% | 9.25% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSGZX (JPMORGAN SMALL CAP GROWTH FUND CLASS R2) | 11/04/2008 | 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 (%) | 0.20 | 37.05 | 15.17 | -1.84 | 9.94 | 9.25 | NA | … | … | 21.35 | 5.92 | 12.19 | 13.56 | -32.94 | -20.11 | 47.28 | 36.76 | -4.88 | 40.93 | 7.42 | -2.57 | -0.50 | 47.46 | 12.06 | -3.91 | 33.65 | 38.21 | -6.81 |
| Sharpe Ratio | NA | 1.69 | 0.54 | -0.18 | 0.33 | NA | NA | … | … | 2.23 | 0.12 | 0.41 | 0.49 | -0.97 | -0.69 | 1.12 | 1.96 | -0.28 | 3.10 | 0.32 | -0.14 | -0.03 | 3.11 | 0.67 | -0.12 | 1.40 | 1.19 | -0.57 |
| Standard Deviation(%) | NA | 21.74 | 22.92 | 26.68 | 26.17 | NA | NA | … | … | 25.03 | 25.55 | 20.81 | 20.50 | 35.61 | 29.30 | 41.85 | 18.00 | 22.45 | 13.07 | 22.28 | 19.17 | 20.03 | 15.23 | 18.07 | 33.11 | 23.94 | 32.13 | 64.23 |
| Draw Down(%) | NA | 14.39 | 29.34 | 53.80 | 55.99 | NA | NA | … | … | 14.39 | 28.51 | 12.62 | 22.69 | 37.42 | 31.50 | 40.19 | 10.41 | 29.66 | 5.00 | 24.20 | 19.82 | 20.61 | 5.52 | 15.66 | 31.73 | 17.44 | 27.65 | 28.79 |
| Yield(%) | 0.00 | 8.37 | 3.23 | 1.16 | 5.44 | 6.38 | 8.55 | … | … | 0.00 | 7.84 | 0.38 | 0.00 | 0.00 | 0.00 | 0.00 | 8.33 | 12.78 | 10.98 | 4.06 | 8.03 | 7.95 | 13.17 | 9.55 | 1.93 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSGZX (JPMORGAN SMALL CAP GROWTH FUND CLASS R2) |
-17.93%
Nov 2020 – Nov 2023 |
-6.28%
Dec 2020 – Dec 2025 |
4.14%
Oct 2013 – Oct 2023 |
7.40%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JSGZX (JPMORGAN SMALL CAP GROWTH FUND CLASS R2) |
33.11%
Feb 2009 – Feb 2012 |
29.60%
Feb 2009 – Feb 2014 |
19.63%
Feb 2009 – Feb 2019 |
13.37%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart