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VSCOX: JPMORGAN DYNAMIC SMALL CAP GROWTH FUND CLASS A (MUTUAL FUND)
Basic Info 29.47 0.79(2.61%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (34%) |
| Start Date: | 08/12/1997 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 5.93% |
| Expenses | 0.99% |
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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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 13.3 | 24.1 | 12.7 | 2.0 | 11.6 | 10.1 | 8.7 | 8.3 | 2.9 | 8.9 | 16.6 | -20.7 | 5.9 | 22.4 | 30.2 | -3.3 | 41.6 | 7.7 | -2.7 | -0.6 | 47.3 | 11.8 | -3.9 | 33.4 | 27.4 | -43.7 | 12.9 | 15.2 | 5.2 | 10.2 | 38.5 | -22.8 | -14.3 | 10.5 | 30.1 | 13.5 | 4.0 |
| Sharpe Ratio | NA | 1.72 | 1.24 | 0.49 | -0.02 | 0.44 | NA | NA | 0.29 | 0.0 | 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 | -1.1 | 0.51 | 0.61 | 0.19 | 0.54 | 2.12 | -0.96 | -0.68 | 0.18 | 1.53 | 0.43 | 0.36 |
| Draw Down(%) | NA | 10.3 | 10.3 | 26.1 | 34.5 | 38.3 | NA | NA | 59.6 | 23.6 | 9.9 | 16.7 | 26.2 | 16.8 | 38.3 | 8.5 | 26.5 | 5.0 | 24.5 | 19.8 | 20.6 | 5.5 | 15.7 | 31.7 | 17.3 | 25.0 | 55.2 | 11.1 | 21.0 | 11.7 | 15.5 | 11.7 | 33.3 | 31.7 | 24.2 | 13.6 | 37.2 | 14.4 |
| Standard Deviation(%) | NA | 18.3 | 17.3 | 19.4 | 21.1 | 22.6 | NA | NA | 23.5 | 21.6 | 18.6 | 18.1 | 26.5 | 21.9 | 40.6 | 15.3 | 19.8 | 13.2 | 22.5 | 19.2 | 20.0 | 15.2 | 18.0 | 32.9 | 23.6 | 28.9 | 40.6 | 19.2 | 19.4 | 15.8 | 17.0 | 17.8 | 24.8 | 25.1 | 35.7 | 17.5 | 23.2 | 19.2 |
| Treynor Ratio | NA | 0.42 | 0.27 | 0.11 | -0.01 | 0.11 | NA | NA | 0.07 | 0.0 | 0.06 | 0.15 | -0.28 | 0.07 | 0.21 | 0.31 | -0.05 | 0.34 | 0.06 | -0.02 | 0.0 | 0.47 | 0.12 | -0.04 | 0.34 | 0.32 | -0.48 | 0.1 | 0.11 | 0.03 | 0.1 | 0.43 | -0.25 | -0.19 | 0.07 | 0.27 | 0.11 | 0.0 |
| Alpha | NA | 0.03 | 0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.02 | -0.02 | -0.01 | 0.01 | 0.01 | -0.04 | 0.0 | 0.01 | 0.05 | -0.02 | 0.0 | -0.02 | 0.03 | -0.02 | -0.01 | 0.01 | -0.03 | -0.04 | 0.01 | 0.01 | -0.01 | -0.02 | 0.0 | -0.04 | -0.06 | 0.05 | 0.03 | 0.05 | NA |
| Beta | NA | 0.74 | 0.79 | 0.87 | 0.84 | 0.92 | NA | NA | 0.95 | 0.85 | 0.96 | 0.89 | 0.79 | 0.85 | 1.03 | 0.93 | 1.01 | 1.2 | 1.24 | 1.15 | 1.22 | 1.01 | 1.01 | 1.01 | 0.97 | 0.86 | 0.93 | 1.02 | 1.12 | 1.03 | 0.9 | 0.89 | 0.97 | 0.88 | 0.94 | 0.99 | 0.91 | NA |
| RSquared | NA | 0.84 | 0.82 | 0.9 | 0.88 | 0.89 | NA | NA | 0.9 | 0.91 | 0.92 | 0.92 | 0.95 | 0.67 | 0.92 | 0.92 | 0.96 | 0.88 | 0.94 | 0.91 | 0.92 | 0.91 | 0.93 | 0.98 | 0.97 | 0.96 | 0.98 | 0.94 | 0.95 | 0.94 | 0.95 | 0.94 | 0.94 | 0.79 | 0.88 | 0.77 | 0.74 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.5 | 1.0 | 0.3 | 0.1 | 0.0 | 0.1 | 4.0 | 26.7 | 14.7 | 16.4 | 13.6 | 7.9 | 11.1 | 4.2 | 0.0 | 0.0 | 0.0 | 0.0 | 9.6 | 10.9 | 7.3 | 0.3 | 0.0 | 0.0 | 0.0 | 17.5 | 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 | 496.4 | 268.7 | 123.3 | N/A | -100.0 | -97.6 | -89.4 | 129.4 | -14.7 | -0.8 | 57.6 | -6.8 | 189.4 | N/A | N/A | N/A | N/A | -100.0 | -10.3 | 50.9 | 2558.0 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/19/1997
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