Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JXGCX (JPMORGAN ACCESS GROWTH FUND CLASS C) | NA | 15.00% | 3.74% | 7.61% | 5.83% | NA | NA | … | … |
Data as of 04/19/2024, Common starting date is 01/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JXGCX (JPMORGAN ACCESS GROWTH FUND CLASS C) | 01/06/2010 | 04/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 15.00 | 3.74 | 7.61 | 5.83 | NA | NA | … | … | 4.55 | 17.85 | -16.67 | 17.18 | 10.90 | 21.53 | -8.43 | 16.51 | 4.36 | -3.66 | 1.23 | 15.56 | 10.76 | -7.87 | 6.40 |
| Sharpe Ratio | NA | 1.26 | 0.11 | 0.39 | 0.37 | NA | NA | … | … | 1.58 | 1.39 | -0.97 | 1.70 | 0.45 | 2.26 | -0.81 | 3.09 | 0.37 | -0.30 | 0.14 | 1.77 | 1.14 | -0.42 | 0.50 |
| Standard Deviation(%) | NA | 8.88 | 13.33 | 15.37 | 13.07 | NA | NA | … | … | 7.76 | 9.87 | 18.75 | 10.11 | 23.60 | 8.91 | 12.13 | 5.16 | 11.25 | 12.42 | 8.71 | 8.78 | 9.51 | 18.96 | 12.91 |
| Draw Down(%) | NA | 8.91 | 23.08 | 27.08 | 27.08 | NA | NA | … | … | 2.33 | 8.91 | 23.08 | 4.45 | 27.08 | 4.63 | 16.86 | 1.67 | 9.73 | 11.80 | 9.02 | 7.35 | 9.02 | 20.46 | 11.98 |
| Yield(%) | 0.00 | 5.39 | 5.03 | 5.63 | 4.95 | 4.44 | 3.33 | … | … | 0.00 | 5.82 | 3.53 | 7.38 | 6.08 | 4.53 | 5.19 | 7.26 | 0.60 | 3.49 | 6.76 | 4.97 | 0.29 | 4.18 | 0.44 |
Data as of 04/19/2024, Common starting date is 01/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXGCX (JPMORGAN ACCESS GROWTH FUND CLASS C) |
0.59%
Dec 2013 – Dec 2016 |
1.17%
Feb 2011 – Feb 2016 |
3.21%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXGCX (JPMORGAN ACCESS GROWTH FUND CLASS C) |
16.46%
Dec 2018 – Dec 2021 |
11.12%
Oct 2016 – Oct 2021 |
8.18%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart