Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JLGRX (JPMORGAN LARGE CAP GROWTH FUND CLASS R5) | 3.07% | 16.28% | 21.68% | 8.73% | 16.84% | 14.96% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/16/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JLGRX (JPMORGAN LARGE CAP GROWTH FUND CLASS R5) | 04/16/2009 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.50 | 16.28 | 21.68 | 8.73 | 16.84 | 14.96 | NA | … | … | 3.07 | 14.27 | 34.04 | 34.79 | -27.29 | 3.57 | 48.53 | 39.32 | 0.65 | 38.26 | -1.88 | 7.72 | 11.08 | 33.00 | 12.31 | 3.13 | 22.86 | 33.59 |
| Sharpe Ratio | NA | 0.85 | 0.96 | 0.29 | 0.68 | NA | NA | … | … | 0.28 | 0.52 | 1.64 | 1.87 | -1.11 | 0.14 | 1.28 | 2.22 | -0.03 | 3.73 | -0.14 | 0.44 | 0.70 | 2.51 | 0.81 | 0.13 | 1.20 | 2.56 |
| Standard Deviation(%) | NA | 16.09 | 19.12 | 21.42 | 22.29 | NA | NA | … | … | 17.24 | 22.03 | 18.54 | 16.78 | 25.97 | 24.69 | 37.45 | 17.05 | 23.59 | 10.13 | 15.26 | 17.62 | 15.77 | 13.15 | 15.32 | 23.84 | 19.04 | 19.49 |
| Draw Down(%) | NA | 16.77 | 21.48 | 39.76 | 39.76 | NA | NA | … | … | 12.58 | 21.48 | 13.19 | 11.71 | 29.49 | 19.09 | 31.84 | 8.09 | 25.43 | 3.39 | 16.48 | 13.58 | 11.01 | 7.54 | 11.47 | 17.25 | 13.47 | 8.89 |
| Yield(%) | 0.00 | 11.30 | 6.39 | 3.29 | 8.76 | 10.05 | 12.75 | … | … | 0.00 | 11.42 | 1.46 | 0.31 | 0.36 | 0.00 | 0.13 | 15.61 | 13.49 | 17.28 | 8.95 | 4.59 | 1.95 | 0.09 | 0.66 | 0.07 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/16/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGRX (JPMORGAN LARGE CAP GROWTH FUND CLASS R5) |
-1.76%
Sep 2020 – Sep 2023 |
7.22%
Mar 2021 – Mar 2026 |
12.13%
Oct 2013 – Oct 2023 |
13.90%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JLGRX (JPMORGAN LARGE CAP GROWTH FUND CLASS R5) |
30.94%
Aug 2017 – Aug 2020 |
27.73%
Nov 2016 – Nov 2021 |
20.68%
Aug 2010 – Aug 2020 |
16.86%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart