Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSCCX (JPMORGAN DYNAMIC SMALL CAP GROWTH FUND CLASS C) | 13.09% | 23.54% | 12.13% | 0.13% | 10.14% | 9.17% | 7.70% | … | … |
Data as of 06/05/2026, Common starting date is 04/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSCCX (JPMORGAN DYNAMIC SMALL CAP GROWTH FUND CLASS C) | 04/28/2000 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.23 | 23.54 | 12.13 | 0.13 | 10.14 | 9.17 | 7.70 | … | … | 13.09 | -4.68 | 9.74 | 14.58 | -22.28 | 0.56 | 20.38 | 29.64 | -3.58 | 40.99 | 7.02 | -3.22 | -1.09 | 46.49 | 11.32 | -4.33 | 32.46 | 26.79 | -44.09 | 12.21 | 14.49 | 4.59 | 9.50 | 37.64 | -23.27 | -14.90 | -8.00 |
| Sharpe Ratio | NA | 1.45 | 0.53 | -0.09 | 0.40 | NA | NA | … | … | 2.24 | -0.33 | 0.17 | 0.57 | -0.90 | 0.02 | 0.49 | 1.85 | -0.25 | 3.08 | 0.30 | -0.17 | -0.06 | 3.07 | 0.63 | -0.13 | 1.37 | 0.92 | -1.11 | 0.48 | 0.58 | 0.15 | 0.50 | 2.08 | -0.98 | -0.70 | -0.47 |
| Standard Deviation(%) | NA | 17.07 | 19.38 | 21.62 | 22.81 | NA | NA | … | … | 17.99 | 22.97 | 18.50 | 18.20 | 26.52 | 23.70 | 40.66 | 15.28 | 19.86 | 13.18 | 22.48 | 19.21 | 20.01 | 15.15 | 18.01 | 32.98 | 23.62 | 28.90 | 40.56 | 19.27 | 19.43 | 15.89 | 16.99 | 17.76 | 24.88 | 25.00 | 33.60 |
| Draw Down(%) | NA | 10.35 | 26.23 | 38.66 | 38.66 | NA | NA | … | … | 10.35 | 23.70 | 9.87 | 16.86 | 26.33 | 20.68 | 38.31 | 8.54 | 26.49 | 5.05 | 24.54 | 19.95 | 20.90 | 5.49 | 15.85 | 31.85 | 17.41 | 25.02 | 55.46 | 11.29 | 21.17 | 11.87 | 15.65 | 11.77 | 33.50 | 31.95 | 24.40 |
| Yield(%) | 0.00 | 10.07 | 4.47 | 1.92 | 9.08 | 8.81 | 7.42 | … | … | 0.00 | 9.48 | 1.60 | 0.37 | 0.04 | 0.00 | 0.00 | 6.01 | 35.71 | 18.92 | 20.08 | 16.09 | 9.19 | 12.64 | 4.73 | 0.00 | 0.00 | 0.00 | 0.00 | 10.40 | 11.65 | 7.76 | 0.31 | 0.00 | 0.00 | 0.00 | 14.64 |
Data as of 06/05/2026, Common starting date is 04/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSCCX (JPMORGAN DYNAMIC SMALL CAP GROWTH FUND CLASS C) |
-17.72%
Feb 2006 – Feb 2009 |
-7.09%
Feb 2004 – Feb 2009 |
-2.78%
Aug 2000 – Aug 2010 |
2.87%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSCCX (JPMORGAN DYNAMIC SMALL CAP GROWTH FUND CLASS C) |
27.51%
Feb 2009 – Feb 2012 |
25.99%
Feb 2009 – Feb 2014 |
17.55%
Feb 2009 – Feb 2019 |
12.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart