Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGIFX (JPMORGAN GROWTH AND INCOME FUND CLASS R5) | 9.00% | 22.24% | 16.06% | 10.16% | 12.28% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/02/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGIFX (JPMORGAN GROWTH AND INCOME FUND CLASS R5) | 11/02/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 22.24 | 16.06 | 10.16 | 12.28 | NA | NA | … | … | 9.00 | 10.00 | 14.94 | 9.63 | -2.17 | 27.36 | 4.68 | 28.38 | -7.35 | 17.65 | 15.26 | -2.97 |
| Sharpe Ratio | NA | 1.93 | 1.05 | 0.53 | 0.61 | NA | NA | … | … | 1.71 | 0.46 | 1.06 | 0.50 | -0.18 | 1.98 | 0.12 | 2.18 | -0.55 | 2.24 | 1.09 | -1.07 |
| Standard Deviation(%) | NA | 10.55 | 12.59 | 14.41 | 17.40 | NA | NA | … | … | 11.89 | 15.72 | 10.70 | 12.02 | 19.64 | 13.82 | 36.75 | 12.37 | 15.90 | 7.62 | 13.84 | 15.91 |
| Draw Down(%) | NA | 7.70 | 15.59 | 15.59 | 38.58 | NA | NA | … | … | 7.70 | 13.74 | 8.43 | 10.14 | 15.12 | 5.77 | 38.58 | 6.90 | 18.85 | 4.49 | 11.23 | 5.10 |
| Yield(%) | 0.00 | 5.19 | 3.86 | 3.25 | 5.27 | 3.69 | 2.77 | … | … | 0.00 | 5.59 | 3.16 | 1.77 | 1.66 | 3.65 | 2.67 | 4.39 | 5.77 | 5.97 | 6.87 | 5.18 |
Data as of 06/03/2026, Common starting date is 11/02/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGIFX (JPMORGAN GROWTH AND INCOME FUND CLASS R5) |
0.33%
Mar 2017 – Mar 2020 |
8.09%
Sep 2017 – Sep 2022 |
11.70%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGIFX (JPMORGAN GROWTH AND INCOME FUND CLASS R5) |
20.67%
Mar 2020 – Mar 2023 |
17.80%
Mar 2020 – Mar 2025 |
13.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart