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JSGZX: JPMORGAN SMALL CAP GROWTH FUND CLASS R2 (MUTUAL FUND)
Basic Info 18.87 0.91(4.60%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 11/04/2008 |
| Last Dividend Date: | 12/11/2025 |
| 12-Mo. Yield | 8.56% |
| Expenses | 1.24% |
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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 | Since 11/04/2008 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.1 | 15.8 | 30.7 | 13.4 | -2.8 | 9.5 | 8.8 | 11.2 | 5.9 | 12.2 | 13.6 | -32.9 | -20.1 | 47.3 | 36.8 | -4.9 | 40.9 | 7.4 | -2.6 | -0.5 | 47.5 | 12.1 | -3.9 | 33.7 | 38.2 | -6.8 |
| Sharpe Ratio | NA | 1.49 | 1.26 | 0.44 | -0.2 | 0.3 | NA | 0.39 | 0.12 | 0.41 | 0.49 | -0.97 | -0.69 | 1.12 | 1.96 | -0.28 | 3.1 | 0.32 | -0.14 | -0.03 | 3.11 | 0.67 | -0.12 | 1.4 | 1.19 | -0.57 |
| Draw Down(%) | NA | 14.4 | 14.4 | 29.3 | 53.8 | 56.0 | NA | 56.0 | 28.5 | 12.6 | 22.7 | 37.4 | 31.5 | 40.2 | 10.4 | 29.7 | 5.0 | 24.2 | 19.8 | 20.6 | 5.5 | 15.7 | 31.7 | 17.4 | 27.7 | 28.8 |
| Standard Deviation(%) | NA | 25.7 | 22.3 | 23.1 | 26.8 | 26.2 | NA | 25.9 | 25.6 | 20.8 | 20.5 | 35.6 | 29.3 | 41.9 | 18.0 | 22.5 | 13.1 | 22.3 | 19.2 | 20.0 | 15.2 | 18.1 | 33.1 | 23.9 | 32.1 | 64.2 |
| Treynor Ratio | NA | 0.35 | 0.26 | 0.1 | -0.05 | 0.07 | NA | 0.1 | 0.03 | 0.08 | 0.1 | -0.32 | -0.17 | 0.44 | 0.32 | -0.05 | 0.34 | 0.06 | -0.02 | 0.0 | 0.47 | 0.12 | -0.04 | 0.34 | 0.39 | -0.4 |
| Alpha | NA | 0.01 | 0.0 | -0.01 | -0.03 | -0.01 | NA | -0.01 | -0.01 | -0.02 | -0.03 | -0.01 | -0.11 | 0.03 | 0.0 | 0.01 | 0.04 | -0.02 | 0.0 | -0.02 | 0.03 | -0.02 | -0.01 | 0.01 | -0.01 | 0.05 |
| Beta | NA | 1.09 | 1.07 | 1.06 | 1.07 | 1.09 | NA | 1.05 | 1.04 | 1.09 | 1.03 | 1.08 | 1.15 | 1.07 | 1.1 | 1.14 | 1.19 | 1.23 | 1.15 | 1.22 | 1.01 | 1.03 | 1.01 | 0.99 | 0.97 | 0.92 |
| RSquared | NA | 0.92 | 0.92 | 0.95 | 0.9 | 0.92 | NA | 0.94 | 0.96 | 0.95 | 0.96 | 0.98 | 0.71 | 0.95 | 0.93 | 0.96 | 0.88 | 0.94 | 0.91 | 0.92 | 0.91 | 0.95 | 0.98 | 0.97 | 0.98 | 0.99 |
| Yield(%) | N/A | 0.0 | 8.4 | 3.2 | 1.1 | 5.4 | 6.4 | N/A | 7.8 | 0.4 | 0.0 | 0.0 | 0.0 | 0.0 | 8.3 | 12.8 | 11.0 | 4.1 | 8.0 | 7.9 | 13.2 | 9.6 | 1.9 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 2221.4 | N/A | -72.2 | N/A | N/A | N/A | 2221.4 | N/A | N/A | N/A | N/A | -100.0 | -46.5 | 51.0 | 189.1 | -55.6 | -7.2 | -22.5 | 43.2 | 362.4 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2008
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