Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSGCX (JPMORGAN SMALL CAP GROWTH FUND CLASS C) | 19.89% | 35.34% | 14.47% | -3.88% | 8.35% | 7.88% | 7.34% | … | … |
Data as of 06/03/2026, Common starting date is 12/16/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSGCX (JPMORGAN SMALL CAP GROWTH FUND CLASS C) | 12/16/1999 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.26 | 35.34 | 14.47 | -3.88 | 8.35 | 7.88 | 7.34 | … | … | 19.89 | 5.74 | 11.83 | 13.29 | -33.31 | -26.89 | 41.96 | 36.55 | -5.04 | 40.52 | 7.20 | -2.89 | -0.90 | 47.16 | 11.67 | -4.07 | 34.14 | 37.83 | -43.62 | 11.10 | 15.36 | 5.43 | 19.57 | 33.03 | -21.65 | -7.35 | 7.44 | 7.93 |
| Sharpe Ratio | NA | 1.68 | 0.53 | -0.24 | 0.26 | NA | NA | … | … | 2.21 | 0.11 | 0.40 | 0.47 | -0.98 | -0.77 | 0.98 | 1.95 | -0.29 | 3.07 | 0.31 | -0.15 | -0.05 | 3.09 | 0.64 | -0.12 | 1.42 | 1.18 | -1.05 | 0.42 | 0.66 | 0.20 | 1.10 | 1.96 | -0.89 | -0.39 | 0.09 | 46.82 |
| Standard Deviation(%) | NA | 21.72 | 22.89 | 28.01 | 26.97 | NA | NA | … | … | 25.10 | 25.48 | 20.73 | 20.56 | 35.65 | 34.95 | 42.53 | 17.97 | 22.53 | 13.05 | 22.28 | 19.21 | 20.03 | 15.24 | 18.16 | 32.99 | 24.00 | 31.92 | 42.46 | 18.96 | 18.07 | 15.55 | 16.85 | 16.52 | 25.65 | 25.50 | 34.63 | 12.38 |
| Draw Down(%) | NA | 14.44 | 29.38 | 57.97 | 60.02 | NA | NA | … | … | 14.44 | 28.51 | 12.56 | 22.67 | 37.41 | 37.29 | 40.14 | 10.48 | 29.73 | 4.96 | 24.27 | 19.85 | 20.73 | 5.56 | 15.74 | 31.76 | 16.96 | 27.76 | 56.81 | 11.94 | 18.92 | 12.14 | 12.80 | 12.98 | 33.40 | 27.50 | 23.82 | 0.64 |
| Yield(%) | 0.00 | 13.71 | 5.33 | 1.75 | 6.99 | 7.25 | 6.75 | … | … | 0.00 | 12.83 | 0.88 | 0.00 | 0.00 | 0.00 | 0.00 | 11.52 | 16.81 | 14.06 | 5.12 | 9.90 | 9.59 | 15.53 | 11.06 | 2.22 | 0.88 | 0.00 | 0.00 | 17.15 | 17.36 | 21.86 | 0.57 | 0.00 | 0.00 | 0.00 | 12.78 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/16/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSGCX (JPMORGAN SMALL CAP GROWTH FUND CLASS C) |
-21.45%
Nov 2020 – Nov 2023 |
-8.16%
Dec 2020 – Dec 2025 |
0.66%
Feb 2000 – Feb 2010 |
5.11%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSGCX (JPMORGAN SMALL CAP GROWTH FUND CLASS C) |
33.12%
Feb 2009 – Feb 2012 |
29.46%
Feb 2009 – Feb 2014 |
19.40%
Feb 2009 – Feb 2019 |
12.36%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart