Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGACX (JPMORGAN GROWTH ADVANTAGE FUND CLASS C) | 2.69% | 16.19% | 20.55% | 11.03% | 17.29% | 15.94% | 13.33% | … | … |
Data as of 06/09/2026, Common starting date is 05/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGACX (JPMORGAN GROWTH ADVANTAGE FUND CLASS C) | 05/03/2006 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.46 | 16.19 | 20.55 | 11.03 | 17.29 | 15.94 | 13.33 | … | … | 2.69 | -0.17 | 20.61 | 37.91 | -30.92 | 1.24 | 34.97 | 35.25 | -2.01 | 34.52 | 0.59 | 8.04 | 8.90 | 43.71 | 15.27 | -2.10 | 20.61 | 35.89 | -42.26 | 24.31 | 1.17 |
| Sharpe Ratio | NA | 0.91 | 0.88 | 0.39 | 0.69 | NA | NA | … | … | 0.23 | -0.11 | 0.70 | 1.98 | -1.02 | 0.05 | 0.91 | 2.12 | -0.15 | 3.43 | 0.02 | 0.47 | 0.55 | 3.29 | 0.98 | -0.08 | 0.99 | 1.39 | -1.06 | 1.26 | -0.10 |
| Standard Deviation(%) | NA | 15.97 | 19.68 | 22.31 | 22.83 | NA | NA | … | … | 18.15 | 28.67 | 19.88 | 17.19 | 31.88 | 26.98 | 37.93 | 15.96 | 21.86 | 9.92 | 16.88 | 16.97 | 16.02 | 13.29 | 15.71 | 27.93 | 20.75 | 25.78 | 40.53 | 17.04 | 16.14 |
| Draw Down(%) | NA | 15.94 | 24.45 | 35.58 | 35.58 | NA | NA | … | … | 13.20 | 24.45 | 13.09 | 11.78 | 34.07 | 22.63 | 31.87 | 8.41 | 24.37 | 3.11 | 18.11 | 13.91 | 10.66 | 6.01 | 12.60 | 23.18 | 16.63 | 19.84 | 52.62 | 9.07 | 14.47 |
| Yield(%) | 0.00 | 16.67 | 11.74 | 9.44 | 15.24 | 17.92 | 17.84 | … | … | 0.00 | 16.91 | 10.05 | 1.14 | 0.37 | 20.01 | 16.58 | 14.16 | 9.98 | 6.10 | 0.00 | 4.10 | 4.57 | 6.79 | 0.40 | 0.00 | 0.25 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 05/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGACX (JPMORGAN GROWTH ADVANTAGE FUND CLASS C) |
-7.18%
Aug 2007 – Aug 2010 |
0.23%
Oct 2007 – Oct 2012 |
8.49%
Dec 2006 – Dec 2016 |
9.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGACX (JPMORGAN GROWTH ADVANTAGE FUND CLASS C) |
35.62%
Dec 2018 – Dec 2021 |
27.39%
Oct 2016 – Oct 2021 |
20.85%
Sep 2011 – Sep 2021 |
18.28%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart