Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGIIX (JPMORGAN GROWTH AND INCOME FUND SELECT CLASS) | 10.22% | 23.88% | 16.35% | 9.76% | 11.84% | 12.21% | 9.31% | … | … |
Data as of 06/04/2026, Common starting date is 01/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGIIX (JPMORGAN GROWTH AND INCOME FUND SELECT CLASS) | 01/24/1996 | 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 (%) | 1.19 | 23.88 | 16.35 | 9.76 | 11.84 | 12.21 | 9.31 | … | … | 10.22 | 13.93 | 14.78 | 9.45 | -2.54 | 25.03 | 3.36 | 28.19 | -7.49 | 17.42 | 15.04 | -2.43 | 14.35 | 34.27 | 19.87 | 0.68 | 15.29 | 22.57 | -36.87 | 0.15 | 18.94 | 4.08 | 14.42 | 26.82 | -17.49 | -11.80 | 0.43 | 8.37 | 14.67 | 29.83 | 18.18 |
| Sharpe Ratio | NA | 1.92 | 1.03 | 0.49 | 0.58 | NA | NA | … | … | 1.70 | 0.72 | 1.04 | 0.49 | -0.20 | 1.78 | 0.08 | 2.16 | -0.56 | 2.21 | 1.07 | -0.16 | 1.26 | 3.00 | 1.51 | 0.03 | 0.83 | 0.80 | -0.90 | -0.19 | 1.68 | 0.18 | 1.39 | 1.63 | -0.74 | -0.75 | -0.19 | 0.31 | 0.62 | 1.71 | 1.50 |
| Standard Deviation(%) | NA | 10.54 | 12.58 | 14.45 | 17.42 | NA | NA | … | … | 11.87 | 15.41 | 10.70 | 12.02 | 19.64 | 14.03 | 36.79 | 12.37 | 15.91 | 7.63 | 13.84 | 15.46 | 11.39 | 11.40 | 13.22 | 24.41 | 18.40 | 28.13 | 41.89 | 16.04 | 9.27 | 9.91 | 9.69 | 16.06 | 25.12 | 19.41 | 20.09 | 16.09 | 17.92 | 15.27 | 10.54 |
| Draw Down(%) | NA | 7.68 | 15.63 | 15.63 | 38.59 | NA | NA | … | … | 7.68 | 13.74 | 8.44 | 10.18 | 15.21 | 5.77 | 38.59 | 6.91 | 18.96 | 4.50 | 11.25 | 12.30 | 8.02 | 5.07 | 10.12 | 20.34 | 16.04 | 28.31 | 48.66 | 13.41 | 6.47 | 6.29 | 5.89 | 14.93 | 32.25 | 26.50 | 10.39 | 13.69 | 21.23 | 9.26 | 7.95 |
| Yield(%) | 0.00 | 5.14 | 3.74 | 2.72 | 4.63 | 6.35 | 5.12 | … | … | 0.00 | 5.48 | 3.04 | 1.63 | 1.32 | 1.37 | 1.45 | 4.25 | 5.69 | 5.82 | 6.71 | 6.51 | 3.82 | 1.56 | 1.60 | 1.43 | 1.38 | 2.23 | 1.52 | 14.65 | 6.25 | 2.36 | 1.21 | 1.34 | 1.76 | 0.56 | 15.27 | 15.42 | 11.99 | 18.17 | 10.32 |
Data as of 06/04/2026, Common starting date is 01/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGIIX (JPMORGAN GROWTH AND INCOME FUND SELECT CLASS) |
-15.96%
Feb 2006 – Feb 2009 |
-7.00%
Feb 2004 – Feb 2009 |
-2.84%
Feb 1999 – Feb 2009 |
3.65%
Jul 1997 – Jul 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGIIX (JPMORGAN GROWTH AND INCOME FUND SELECT CLASS) |
25.12%
Sep 2011 – Sep 2014 |
23.26%
Feb 2009 – Feb 2014 |
15.88%
Feb 2009 – Feb 2019 |
14.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart