Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JGSMX (JPMORGAN SMALL CAP GROWTH FUND CLASS R6) | 19.17% | 33.40% | 13.90% | -1.38% | 11.51% | 10.48% | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JGSMX (JPMORGAN SMALL CAP GROWTH FUND CLASS R6) | 12/07/2010 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.12 | 33.40 | 13.90 | -1.38 | 11.51 | 10.48 | NA | … | … | 19.17 | 6.67 | 13.03 | 14.48 | -32.37 | -16.52 | 50.67 | 38.20 | -4.23 | 41.93 | 8.29 | -1.87 | 0.25 | 48.71 | 12.77 | -3.09 | 0.43 |
| Sharpe Ratio | NA | 1.31 | 0.48 | -0.14 | 0.36 | NA | NA | … | … | 1.54 | 0.15 | 0.45 | 0.53 | -0.95 | -0.60 | 1.21 | 2.04 | -0.25 | 3.18 | 0.36 | -0.10 | 0.01 | 3.19 | 0.71 | -0.09 | 0.74 |
| Standard Deviation(%) | NA | 22.24 | 23.03 | 26.33 | 25.95 | NA | NA | … | … | 25.65 | 25.50 | 20.78 | 20.54 | 35.60 | 27.40 | 41.57 | 17.97 | 22.50 | 13.03 | 22.25 | 19.13 | 20.06 | 15.26 | 18.12 | 33.04 | 8.68 |
| Draw Down(%) | NA | 14.27 | 29.15 | 51.33 | 53.37 | NA | NA | … | … | 14.27 | 28.36 | 12.60 | 22.54 | 37.15 | 28.49 | 40.14 | 10.30 | 29.54 | 4.87 | 24.17 | 19.64 | 20.29 | 5.55 | 15.52 | 31.50 | 1.60 |
| Yield(%) | 0.00 | 6.47 | 2.71 | 1.03 | 5.20 | 6.34 | 4.87 | … | … | 0.00 | 6.17 | 0.99 | 0.00 | 0.00 | 0.00 | 0.40 | 7.43 | 10.82 | 9.49 | 3.54 | 7.14 | 7.19 | 12.13 | 8.92 | 1.82 | 0.00 |
Data as of 06/11/2026, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGSMX (JPMORGAN SMALL CAP GROWTH FUND CLASS R6) |
-15.83%
Nov 2020 – Nov 2023 |
-4.86%
Dec 2020 – Dec 2025 |
5.51%
Oct 2013 – Oct 2023 |
8.60%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JGSMX (JPMORGAN SMALL CAP GROWTH FUND CLASS R6) |
29.07%
Feb 2016 – Feb 2019 |
30.37%
Feb 2016 – Feb 2021 |
18.92%
Sep 2011 – Sep 2021 |
9.92%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart