Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGICX (JPMORGAN GROWTH AND INCOME FUND CLASS C) | 10.15% | 23.28% | 15.58% | 8.92% | 10.97% | 11.34% | 8.45% | … | … |
Data as of 06/04/2026, Common starting date is 03/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGICX (JPMORGAN GROWTH AND INCOME FUND CLASS C) | 03/30/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 23.28 | 15.58 | 8.92 | 10.97 | 11.34 | 8.45 | … | … | 10.15 | 13.09 | 13.92 | 8.64 | -3.32 | 23.66 | 2.38 | 27.25 | -8.18 | 16.53 | 14.19 | -3.17 | 13.46 | 33.32 | 18.94 | -0.14 | 14.42 | 21.45 | -37.35 | -0.65 | 17.94 | 3.21 | 13.37 | 25.70 | -18.24 | -13.90 | -0.48 | 7.38 | -8.35 |
| Sharpe Ratio | NA | 1.87 | 0.97 | 0.43 | 0.53 | NA | NA | … | … | 1.70 | 0.67 | 0.96 | 0.42 | -0.24 | 1.68 | 0.06 | 2.09 | -0.60 | 2.09 | 1.01 | -0.21 | 1.18 | 2.92 | 1.44 | -0.01 | 0.78 | 0.76 | -0.91 | -0.24 | 1.58 | 0.10 | 1.28 | 1.52 | -0.77 | -0.88 | -0.23 | 0.25 | -0.64 |
| Standard Deviation(%) | NA | 10.50 | 12.56 | 14.45 | 17.42 | NA | NA | … | … | 11.80 | 15.40 | 10.69 | 12.00 | 19.63 | 14.10 | 36.80 | 12.36 | 15.89 | 7.63 | 13.86 | 15.47 | 11.40 | 11.38 | 13.19 | 24.40 | 18.42 | 28.15 | 41.88 | 16.03 | 9.25 | 9.88 | 9.67 | 16.42 | 25.14 | 18.83 | 20.09 | 16.08 | 22.05 |
| Draw Down(%) | NA | 7.54 | 15.85 | 15.85 | 38.63 | NA | NA | … | … | 7.54 | 13.84 | 8.47 | 10.34 | 15.66 | 5.90 | 38.63 | 6.93 | 19.50 | 4.62 | 11.33 | 12.38 | 8.06 | 5.13 | 10.26 | 20.59 | 16.16 | 28.44 | 49.04 | 13.73 | 6.54 | 6.39 | 6.05 | 15.07 | 32.57 | 26.64 | 10.49 | 13.90 | 21.33 |
| Yield(%) | 0.00 | 5.88 | 3.83 | 2.60 | 4.44 | 5.91 | 4.71 | … | … | 0.13 | 5.96 | 2.93 | 1.25 | 0.97 | 0.86 | 1.06 | 4.23 | 6.04 | 5.96 | 6.95 | 6.71 | 3.64 | 1.03 | 1.02 | 0.88 | 0.80 | 1.62 | 1.02 | 15.25 | 5.92 | 1.71 | 0.41 | 0.53 | 1.10 | 0.17 | 15.39 | 15.36 | 0.19 |
Data as of 06/04/2026, Common starting date is 03/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGICX (JPMORGAN GROWTH AND INCOME FUND CLASS C) |
-16.63%
Feb 2006 – Feb 2009 |
-7.77%
Feb 2004 – Feb 2009 |
-3.83%
Feb 1999 – Feb 2009 |
2.18%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGICX (JPMORGAN GROWTH AND INCOME FUND CLASS C) |
24.16%
Sep 2011 – Sep 2014 |
22.28%
Feb 2009 – Feb 2014 |
14.99%
Feb 2009 – Feb 2019 |
13.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart