Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| JSGZX (JPMORGAN SMALL CAP GROWTH FUND CLASS R2) | -2.41% | 1.40% | 3.60% | -3.51% | 5.60% | 9.15% | NA | 10.74% |
Data as of 08/01/2025, AR inception is 11/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JSGZX (JPMORGAN SMALL CAP GROWTH FUND CLASS R2) | 11/04/2008 | 08/01/2025 |
| 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 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.36 | 1.40 | 3.60 | -3.51 | 5.60 | 9.15 | NA | 10.74 | -2.41 | 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 | -0.07 | 0.01 | -0.19 | 0.15 | NA | NA | 0.36 | -0.25 | 0.27 | 0.46 | -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 | 25.80 | 24.25 | 27.20 | 26.32 | NA | NA | 26.05 | 28.64 | 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 | 29.34 | 29.34 | 55.99 | 55.99 | NA | NA | 55.99 | 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 | 0.35 | 0.13 | 0.06 | 4.21 | 7.31 | 7.55 | 9.44 | 0.00 | 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 08/01/2025, AR inception 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 |
-2.84%
Jul 2020 - Jul 2025 |
4.14%
Oct 2013 - Oct 2023 |
7.87%
Apr 2010 - Apr 2025 |
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