Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGRIX (JPMORGAN GROWTH AND INCOME FUND CLASS A) | 9.14% | 22.11% | 15.71% | 9.34% | 11.50% | 11.77% | 8.96% | … | … |
Data as of 06/03/2026, Common starting date is 03/30/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGRIX (JPMORGAN GROWTH AND INCOME FUND CLASS A) | 03/30/1988 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 22.11 | 15.71 | 9.34 | 11.50 | 11.77 | 8.96 | … | … | 9.14 | 13.64 | 14.33 | 9.34 | -2.80 | 24.58 | 3.05 | 27.84 | -7.71 | 17.14 | 14.75 | -2.65 | 14.07 | 33.97 | 19.54 | 0.33 | 14.98 | 22.07 | -37.02 | -0.16 | 18.54 | 3.71 | 13.98 | 26.26 | -17.79 | -13.47 | 0.05 | 7.94 | 14.27 | 29.23 | 19.59 | 21.41 | -3.41 | 11.74 | 12.60 | 49.58 | -3.11 | 48.21 | 21.29 |
| Sharpe Ratio | NA | 1.93 | 1.02 | 0.47 | 0.56 | NA | NA | … | … | 1.76 | 0.70 | 1.01 | 0.48 | -0.22 | 1.69 | 0.08 | 2.14 | -0.57 | 2.17 | 1.05 | -0.17 | 1.23 | 2.98 | 1.49 | 0.01 | 0.81 | 0.78 | -0.91 | -0.21 | 1.64 | 0.15 | 1.34 | 1.59 | -0.75 | -0.86 | -0.21 | 0.28 | 0.60 | 1.67 | 1.59 | 2.07 | -0.80 | 1.33 | 1.03 | 2.67 | -0.78 | 3.01 | 1.28 |
| Standard Deviation(%) | NA | 10.49 | 12.54 | 14.42 | 17.45 | NA | NA | … | … | 11.78 | 15.40 | 10.61 | 12.00 | 19.63 | 14.50 | 36.79 | 12.35 | 15.90 | 7.63 | 13.85 | 15.47 | 11.39 | 11.39 | 13.20 | 24.38 | 18.43 | 28.13 | 41.83 | 16.04 | 9.27 | 9.92 | 9.70 | 16.08 | 25.11 | 18.87 | 20.07 | 16.11 | 17.92 | 15.26 | 9.93 | 8.41 | 8.11 | 7.15 | 9.70 | 17.04 | 10.93 | 14.06 | 18.64 |
| Draw Down(%) | NA | 7.48 | 15.70 | 15.70 | 38.59 | NA | NA | … | … | 7.48 | 13.77 | 8.45 | 10.23 | 15.36 | 6.58 | 38.59 | 6.92 | 19.15 | 4.54 | 11.27 | 12.31 | 8.04 | 5.10 | 10.18 | 20.45 | 16.09 | 28.36 | 48.81 | 13.51 | 6.47 | 6.32 | 5.97 | 14.99 | 32.38 | 26.37 | 10.41 | 13.79 | 21.27 | 9.28 | 8.03 | 5.53 | 8.78 | 3.60 | 7.76 | 7.97 | 18.64 | 6.84 | 11.24 |
| Yield(%) | 0.00 | 5.53 | 3.83 | 2.72 | 4.60 | 6.15 | 4.98 | … | … | 0.21 | 5.62 | 2.99 | 1.50 | 1.19 | 1.18 | 1.30 | 4.22 | 5.79 | 5.85 | 6.77 | 6.58 | 3.73 | 1.34 | 1.37 | 1.19 | 1.15 | 1.95 | 1.34 | 14.85 | 6.08 | 2.07 | 0.83 | 0.91 | 1.45 | 0.57 | 14.98 | 15.20 | 11.75 | 17.91 | 10.53 | 2.12 | 1.69 | 1.19 | 1.29 | 1.39 | 3.65 | 5.57 | 2.94 |
Data as of 06/03/2026, Common starting date is 03/30/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRIX (JPMORGAN GROWTH AND INCOME FUND CLASS A) |
-16.19%
Feb 2006 – Feb 2009 |
-7.29%
Feb 2004 – Feb 2009 |
-3.34%
Feb 1999 – Feb 2009 |
2.31%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRIX (JPMORGAN GROWTH AND INCOME FUND CLASS A) |
31.50%
May 1988 – May 1991 |
23.87%
Apr 1988 – Apr 1993 |
20.21%
Apr 1988 – Apr 1998 |
13.83%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart