Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JXGSX (JPMORGAN ACCESS GROWTH FUND SELECT CLASS) | NA | -3,985,306.79% | nan% | nan% | nan% | NA | NA | … | … |
Data as of 05/16/2024, Common starting date is 10/02/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JXGSX (JPMORGAN ACCESS GROWTH FUND SELECT CLASS) | 10/02/2009 | 05/16/2024 |
| 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 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3,355,103.32 | -3,985,306.79 | nan | nan | nan | NA | NA | … | … | -3,582,872.91 | 18.84 | -16.76 | 18.94 | 11.70 | 22.48 | -7.94 | 17.38 | 5.15 | -3.10 | 1.99 | 16.61 | 11.43 | -7.05 | 8.19 | 6.05 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.39 | -0.98 | 1.87 | 0.48 | 2.35 | -0.76 | 3.31 | 0.44 | -0.25 | 0.23 | 1.90 | 1.21 | -0.37 | 0.63 | 2.23 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 10.55 | 18.61 | 10.12 | 23.60 | 8.96 | 12.14 | 5.09 | 11.27 | 12.34 | 8.73 | 8.73 | 9.51 | 18.95 | 12.95 | 12.09 |
| Draw Down(%) | NA | 3,340,003.10 | 3,340,003.10 | 3,340,003.10 | 3,340,003.10 | NA | NA | … | … | 3,340,003.10 | 8.70 | 22.91 | 4.40 | 27.08 | 4.60 | 16.42 | 1.70 | 9.72 | 11.57 | 8.90 | 7.23 | 8.90 | 20.25 | 11.90 | 4.59 |
| Yield(%) | 100.10 | 118.27 | 37.99 | 29.46 | 16.65 | 14.60 | 10.95 | … | … | 107.58 | 6.57 | 4.09 | 8.09 | 6.87 | 5.20 | 5.56 | 7.91 | 1.44 | 4.02 | 7.19 | 5.60 | 0.94 | 4.57 | 0.81 | 0.00 |
Data as of 05/16/2024, Common starting date is 10/02/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXGSX (JPMORGAN ACCESS GROWTH FUND SELECT CLASS) |
1.29%
Dec 2013 – Dec 2016 |
1.90%
Feb 2011 – Feb 2016 |
3.95%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JXGSX (JPMORGAN ACCESS GROWTH FUND SELECT CLASS) |
17.62%
Dec 2018 – Dec 2021 |
11.95%
Dec 2016 – Dec 2021 |
9.03%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart