Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JFBUX (JPMORGAN INVESTOR GROWTH & INCOME FUND CLASS R6) | 3.84% | 13.74% | 13.18% | 7.00% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JFBUX (JPMORGAN INVESTOR GROWTH & INCOME FUND CLASS R6) | 08/01/2017 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.39 | 13.74 | 13.18 | 7.00 | NA | NA | NA | … | … | 3.84 | 14.52 | 13.23 | 16.38 | -14.39 | 14.55 | 17.57 | 21.10 | -6.15 | 6.18 |
| Sharpe Ratio | NA | 1.47 | 1.08 | 0.42 | NA | NA | NA | … | … | 0.81 | 1.03 | 1.12 | 1.44 | -1.01 | 1.51 | 0.78 | 2.49 | -0.69 | 3.12 |
| Standard Deviation(%) | NA | 8.82 | 9.86 | 11.13 | NA | NA | NA | … | … | 10.59 | 11.34 | 8.57 | 8.93 | 15.71 | 9.63 | 22.07 | 7.88 | 10.89 | 4.70 |
| Draw Down(%) | NA | 6.83 | 11.27 | 20.24 | NA | NA | NA | … | … | 6.83 | 11.27 | 4.85 | 8.41 | 20.19 | 3.98 | 25.79 | 3.98 | 14.17 | 1.60 |
| Yield(%) | 0.00 | 5.43 | 5.27 | 4.95 | 5.93 | 3.95 | 2.97 | … | … | 0.45 | 5.62 | 5.26 | 4.20 | 6.44 | 5.17 | 8.31 | 8.77 | 7.73 | 8.19 |
Data as of 06/10/2026, Common starting date is 08/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFBUX (JPMORGAN INVESTOR GROWTH & INCOME FUND CLASS R6) |
2.97%
Apr 2021 – Apr 2024 |
5.12%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JFBUX (JPMORGAN INVESTOR GROWTH & INCOME FUND CLASS R6) |
17.71%
Dec 2018 – Dec 2021 |
12.16%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart