Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OGGFX (JPMORGAN SMALL CAP GROWTH FUND SELECT CLASS) | 21.59% | 37.66% | 15.74% | -0.75% | 10.95% | 10.10% | 9.09% | … | … |
Data as of 06/04/2026, Common starting date is 06/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OGGFX (JPMORGAN SMALL CAP GROWTH FUND SELECT CLASS) | 06/28/1996 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.24 | 37.66 | 15.74 | -0.75 | 10.95 | 10.10 | 9.09 | … | … | 21.59 | 0.29 | 12.73 | 14.17 | -32.53 | -17.35 | 49.85 | 37.52 | -4.45 | 41.62 | 7.99 | -2.13 | -0.04 | 48.23 | 12.50 | -3.36 | 34.21 | 39.14 | -43.19 | 12.11 | 16.29 | 6.42 | 20.72 | 34.45 | -20.94 | -6.35 | 8.49 | 26.73 | -4.60 | 28.97 | 2.45 |
| Sharpe Ratio | NA | 1.73 | 0.57 | -0.14 | 0.37 | NA | NA | … | … | 2.27 | 0.00 | 0.29 | 0.49 | -0.96 | -0.63 | 1.19 | 2.00 | -0.26 | 3.15 | 0.35 | -0.11 | 0.00 | 3.17 | 0.69 | -0.10 | 1.43 | 1.22 | -1.03 | 0.48 | 0.73 | 0.27 | 1.18 | 2.04 | -0.86 | -0.35 | 0.13 | 1.59 | -0.37 | 1.58 | 0.10 |
| Standard Deviation(%) | NA | 21.70 | 22.93 | 26.35 | 25.97 | NA | NA | … | … | 25.00 | 26.06 | 20.82 | 20.52 | 35.61 | 27.78 | 41.58 | 18.02 | 22.44 | 13.06 | 22.35 | 19.19 | 20.03 | 15.21 | 18.11 | 33.04 | 23.92 | 31.88 | 42.58 | 19.01 | 17.96 | 15.61 | 16.79 | 16.55 | 25.61 | 25.32 | 34.58 | 14.83 | 21.57 | 16.08 | 14.11 |
| Draw Down(%) | NA | 14.32 | 29.24 | 51.94 | 54.05 | NA | NA | … | … | 14.32 | 28.42 | 12.58 | 22.59 | 37.26 | 29.20 | 40.14 | 10.38 | 29.58 | 4.92 | 24.19 | 19.65 | 20.40 | 5.58 | 15.56 | 31.61 | 17.32 | 27.62 | 56.53 | 11.76 | 18.82 | 11.86 | 12.68 | 12.86 | 33.11 | 27.22 | 23.71 | 10.04 | 40.03 | 12.91 | 11.68 |
| Yield(%) | 0.00 | 6.77 | 2.81 | 1.05 | 5.02 | 6.15 | 6.08 | … | … | 0.00 | 6.37 | 0.81 | 0.00 | 0.00 | 0.00 | 0.25 | 7.20 | 11.23 | 9.79 | 3.65 | 7.32 | 7.34 | 12.31 | 9.03 | 1.84 | 0.00 | 0.00 | 0.00 | 15.00 | 15.61 | 20.25 | 0.54 | 0.00 | 0.00 | 0.00 | 12.48 | 9.18 | 10.57 | 13.59 | 10.21 |
Data as of 06/04/2026, Common starting date is 06/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGGFX (JPMORGAN SMALL CAP GROWTH FUND SELECT CLASS) |
-17.43%
Feb 2006 – Feb 2009 |
-5.25%
Dec 2020 – Dec 2025 |
1.60%
Feb 2000 – Feb 2010 |
5.96%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OGGFX (JPMORGAN SMALL CAP GROWTH FUND SELECT CLASS) |
33.82%
Feb 2009 – Feb 2012 |
30.26%
Feb 2009 – Feb 2014 |
20.21%
Feb 2009 – Feb 2019 |
14.25%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart