Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VHIAX (JPMORGAN GROWTH ADVANTAGE FUND CLASS A) | 6.42% | 21.79% | 22.51% | 12.70% | 18.35% | 16.65% | 13.99% | … | … |
Data as of 06/03/2026, Common starting date is 12/27/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VHIAX (JPMORGAN GROWTH ADVANTAGE FUND CLASS A) | 12/27/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.10 | 21.79 | 22.51 | 12.70 | 18.35 | 16.65 | 13.99 | … | … | 6.42 | 15.50 | 30.11 | 40.50 | -30.24 | 21.60 | 53.26 | 35.92 | -1.52 | 35.19 | 1.07 | 8.53 | 9.53 | 44.36 | 15.88 | -1.72 | 21.11 | 36.62 | -41.96 | 25.07 | 14.33 | 10.63 | 17.82 | 37.54 | -29.45 | -28.30 | -49.11 | 5.28 |
| Sharpe Ratio | NA | 1.41 | 1.04 | 0.45 | 0.76 | NA | NA | … | … | 0.90 | 0.53 | 1.46 | 2.16 | -1.00 | 1.14 | 1.46 | 2.17 | -0.13 | 3.50 | 0.05 | 0.50 | 0.60 | 3.35 | 1.02 | -0.06 | 1.02 | 1.40 | -1.05 | 1.30 | 0.74 | 0.65 | 1.05 | 1.94 | -1.07 | -0.96 | -0.93 | 646.46 |
| Standard Deviation(%) | NA | 15.59 | 19.62 | 22.28 | 22.20 | NA | NA | … | … | 17.65 | 23.70 | 18.11 | 17.21 | 31.89 | 18.92 | 36.04 | 15.85 | 21.90 | 9.91 | 16.89 | 16.97 | 15.98 | 13.21 | 15.71 | 27.88 | 20.69 | 26.02 | 40.64 | 16.94 | 14.76 | 12.78 | 16.00 | 18.94 | 28.64 | 32.33 | 57.41 | 3.79 |
| Draw Down(%) | NA | 15.76 | 24.38 | 35.25 | 35.25 | NA | NA | … | … | 13.10 | 24.38 | 13.09 | 11.63 | 33.80 | 10.13 | 31.79 | 8.35 | 24.30 | 3.04 | 18.12 | 13.83 | 10.58 | 6.04 | 12.44 | 23.10 | 16.60 | 19.78 | 52.31 | 9.07 | 14.97 | 7.81 | 15.13 | 12.53 | 39.26 | 45.53 | 70.77 | 0.00 |
| Yield(%) | 0.00 | 12.92 | 9.28 | 7.93 | 13.73 | 16.36 | 16.71 | … | … | 0.00 | 13.02 | 7.91 | 0.90 | 0.29 | 16.59 | 14.09 | 12.29 | 8.82 | 5.45 | 0.00 | 3.72 | 4.18 | 6.27 | 0.47 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.78 | 0.00 | 0.00 | 2.41 | 0.04 | 0.01 |
Data as of 06/03/2026, Common starting date is 12/27/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHIAX (JPMORGAN GROWTH ADVANTAGE FUND CLASS A) |
-43.46%
Feb 2000 – Feb 2003 |
-21.17%
Feb 2000 – Feb 2005 |
-9.38%
Feb 2000 – Feb 2010 |
-0.84%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VHIAX (JPMORGAN GROWTH ADVANTAGE FUND CLASS A) |
36.32%
Dec 2018 – Dec 2021 |
28.02%
Oct 2016 – Oct 2021 |
21.44%
Sep 2011 – Sep 2021 |
18.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart