Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VSCOX (JPMORGAN DYNAMIC SMALL CAP GROWTH FUND CLASS A) | 15.12% | 25.51% | 13.27% | 2.41% | 11.78% | 10.23% | 8.74% | … | … |
Data as of 06/03/2026, Common starting date is 08/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VSCOX (JPMORGAN DYNAMIC SMALL CAP GROWTH FUND CLASS A) | 08/12/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.83 | 25.51 | 13.27 | 2.41 | 11.78 | 10.23 | 8.74 | … | … | 15.12 | 2.93 | 8.94 | 16.56 | -20.69 | 5.88 | 22.39 | 30.18 | -3.27 | 41.65 | 7.65 | -2.67 | -0.55 | 47.26 | 11.84 | -3.87 | 33.38 | 27.37 | -43.71 | 12.91 | 15.15 | 5.21 | 10.16 | 38.47 | -22.77 | -14.33 | 10.50 | 30.13 | 13.46 | 3.97 |
| Sharpe Ratio | NA | 1.48 | 0.55 | 0.00 | 0.46 | NA | NA | … | … | 2.27 | 0.00 | 0.29 | 0.72 | -0.84 | 0.27 | 0.54 | 1.88 | -0.24 | 3.13 | 0.33 | -0.14 | -0.03 | 3.11 | 0.66 | -0.12 | 1.41 | 0.94 | -1.10 | 0.51 | 0.61 | 0.19 | 0.54 | 2.12 | -0.96 | -0.68 | 0.18 | 1.53 | 0.43 | 0.36 |
| Standard Deviation(%) | NA | 17.08 | 19.39 | 21.12 | 22.61 | NA | NA | … | … | 18.04 | 21.61 | 18.59 | 18.13 | 26.49 | 21.87 | 40.63 | 15.28 | 19.82 | 13.17 | 22.48 | 19.21 | 20.01 | 15.20 | 18.02 | 32.95 | 23.64 | 28.88 | 40.61 | 19.19 | 19.38 | 15.85 | 16.95 | 17.81 | 24.82 | 25.06 | 35.68 | 17.54 | 23.20 | 19.18 |
| Draw Down(%) | NA | 10.33 | 26.08 | 34.54 | 38.28 | NA | NA | … | … | 10.33 | 23.59 | 9.89 | 16.75 | 26.18 | 16.80 | 38.28 | 8.48 | 26.51 | 5.01 | 24.49 | 19.84 | 20.62 | 5.53 | 15.71 | 31.68 | 17.26 | 24.98 | 55.21 | 11.15 | 21.04 | 11.70 | 15.47 | 11.67 | 33.33 | 31.66 | 24.22 | 13.65 | 37.15 | 14.37 |
| Yield(%) | 0.00 | 5.85 | 2.71 | 1.28 | 7.54 | 7.76 | 6.95 | … | … | 0.00 | 5.55 | 1.02 | 0.32 | 0.11 | 0.00 | 0.08 | 4.03 | 26.71 | 14.74 | 16.38 | 13.61 | 7.93 | 11.10 | 4.20 | 0.00 | 0.00 | 0.00 | 0.00 | 9.59 | 10.90 | 7.33 | 0.30 | 0.00 | 0.00 | 0.00 | 17.53 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSCOX (JPMORGAN DYNAMIC SMALL CAP GROWTH FUND CLASS A) |
-17.22%
Feb 2006 – Feb 2009 |
-6.53%
Feb 2004 – Feb 2009 |
-2.19%
Aug 2000 – Aug 2010 |
3.46%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VSCOX (JPMORGAN DYNAMIC SMALL CAP GROWTH FUND CLASS A) |
28.21%
Feb 2009 – Feb 2012 |
26.66%
Feb 2009 – Feb 2014 |
18.15%
Feb 2009 – Feb 2019 |
14.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart