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JGASX: JPMORGAN GROWTH ADVANTAGE FUND SELECT CLASS (MUTUAL FUND)
Basic Info 43.15 1.49(3.34%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 05/03/2006 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 12.09% |
| Expenses | 1.05% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.8 | 3.2 | 18.2 | 21.5 | 12.0 | 17.1 | 15.9 | 13.5 | 13.1 | 15.8 | 31.1 | 40.2 | -30.1 | 21.9 | 39.3 | 36.2 | -1.3 | 35.5 | 1.3 | 8.7 | 9.7 | 44.7 | 16.1 | -1.5 | 21.7 | 36.9 | -41.8 | 25.4 | 1.8 |
| Sharpe Ratio | NA | 0.28 | 0.97 | 0.93 | 0.42 | 0.69 | NA | NA | 0.53 | 0.55 | 1.52 | 2.14 | -0.99 | 1.18 | 1.04 | 2.18 | -0.12 | 3.55 | 0.06 | 0.51 | 0.6 | 3.38 | 1.03 | -0.05 | 1.04 | 1.42 | -1.05 | 1.32 | -0.05 |
| Draw Down(%) | NA | 13.0 | 15.7 | 24.3 | 35.1 | 35.1 | NA | NA | 53.9 | 24.3 | 13.1 | 11.6 | 33.7 | 10.1 | 31.8 | 8.3 | 24.3 | 3.1 | 18.1 | 13.8 | 10.5 | 6.0 | 12.5 | 23.1 | 16.3 | 19.8 | 52.3 | 9.0 | 14.2 |
| Standard Deviation(%) | NA | 18.1 | 16.0 | 19.7 | 22.3 | 22.4 | NA | NA | 22.5 | 23.7 | 18.1 | 17.2 | 31.9 | 18.6 | 37.4 | 15.9 | 21.9 | 9.9 | 16.9 | 16.9 | 16.0 | 13.2 | 15.7 | 28.0 | 20.8 | 25.9 | 40.5 | 17.0 | 15.9 |
| Treynor Ratio | NA | 0.06 | 0.17 | 0.2 | 0.11 | 0.17 | NA | NA | 0.12 | 0.14 | 0.3 | 0.41 | -0.37 | 0.27 | 0.41 | 0.47 | -0.03 | 0.32 | 0.01 | 0.08 | 0.08 | 0.42 | 0.15 | -0.01 | 0.2 | 0.36 | -0.4 | 0.22 | -0.01 |
| Alpha | NA | 0.03 | 0.02 | 0.01 | 0.02 | 0.01 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.04 | -0.04 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.02 | -0.01 | 0.0 | 0.03 | 0.0 | -0.01 | 0.05 | 0.01 |
| Beta | NA | 0.91 | 0.91 | 0.93 | 0.88 | 0.9 | NA | NA | 0.97 | 0.95 | 0.93 | 0.9 | 0.85 | 0.82 | 0.94 | 0.74 | 1.04 | 1.09 | 1.11 | 1.03 | 1.13 | 1.06 | 1.05 | 1.05 | 1.06 | 1.03 | 1.06 | 1.0 | 1.12 |
| RSquared | NA | 0.93 | 0.95 | 0.97 | 0.96 | 0.91 | NA | NA | 0.93 | 0.98 | 0.98 | 0.97 | 0.97 | 0.91 | 0.83 | 0.72 | 0.98 | 0.9 | 0.95 | 0.96 | 0.94 | 0.92 | 0.96 | 0.98 | 0.96 | 0.96 | 0.97 | 0.93 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 12.2 | 7.5 | 0.8 | 0.3 | 15.9 | 0.3 | 11.9 | 8.6 | 5.3 | 0.0 | 3.6 | 4.1 | 6.2 | 0.6 | 0.0 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 106.4 | 1114.0 | 109.0 | -98.1 | 8266.1 | -97.3 | 23.5 | 110.4 | N/A | -100.0 | -5.8 | -11.2 | 1015.8 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2006
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