Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VGRTX (JPMORGAN GROWTH AND INCOME FUND CLASS R2) | 8.79% | 22.15% | 15.34% | 9.45% | 11.50% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/03/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VGRTX (JPMORGAN GROWTH AND INCOME FUND CLASS R2) | 11/03/2015 | 06/05/2026 |
| 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 (%) | 0.14 | 22.15 | 15.34 | 9.45 | 11.50 | NA | NA | … | … | 8.79 | 9.41 | 14.20 | 8.90 | -2.80 | 26.53 | 3.99 | 27.54 | -7.94 | 16.85 | 14.45 | -3.31 |
| Sharpe Ratio | NA | 1.88 | 0.99 | 0.48 | 0.57 | NA | NA | … | … | 1.68 | 0.42 | 0.99 | 0.44 | -0.22 | 1.92 | 0.10 | 2.11 | -0.59 | 2.14 | 1.03 | -1.19 |
| Standard Deviation(%) | NA | 10.53 | 12.58 | 14.41 | 17.39 | NA | NA | … | … | 11.85 | 15.78 | 10.70 | 12.01 | 19.65 | 13.82 | 36.75 | 12.36 | 15.90 | 7.61 | 13.84 | 16.12 |
| Draw Down(%) | NA | 7.65 | 15.77 | 15.77 | 38.61 | NA | NA | … | … | 7.65 | 13.80 | 8.45 | 10.29 | 15.52 | 5.80 | 38.61 | 6.92 | 19.32 | 4.56 | 11.30 | 5.17 |
| Yield(%) | 0.00 | 5.12 | 3.46 | 2.83 | 4.69 | 3.33 | 2.50 | … | … | 0.00 | 5.34 | 2.71 | 1.23 | 1.19 | 3.19 | 2.26 | 4.14 | 5.65 | 5.57 | 6.46 | 5.39 |
Data as of 06/05/2026, Common starting date is 11/03/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRTX (JPMORGAN GROWTH AND INCOME FUND CLASS R2) |
-0.32%
Mar 2017 – Mar 2020 |
7.39%
Sep 2017 – Sep 2022 |
10.97%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VGRTX (JPMORGAN GROWTH AND INCOME FUND CLASS R2) |
19.88%
Mar 2020 – Mar 2023 |
17.03%
Mar 2020 – Mar 2025 |
12.29%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart