Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMGFX (JPMORGAN MID CAP GROWTH FUND CLASS R5) | 1.70% | 7.10% | 11.71% | 3.93% | 11.53% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/04/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMGFX (JPMORGAN MID CAP GROWTH FUND CLASS R5) | 11/04/2011 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.60 | 7.10 | 11.71 | 3.93 | 11.53 | NA | NA | … | … | 1.70 | 1.92 | 7.19 | 23.24 | -27.54 | 1.89 | 34.07 | 39.91 | -4.93 | 29.69 | 0.33 | 2.81 | 11.00 | 42.52 | 16.14 | -13.20 |
| Sharpe Ratio | NA | 0.36 | 0.49 | 0.09 | 0.45 | NA | NA | … | … | 0.26 | -0.04 | 0.03 | 1.17 | -0.92 | 0.08 | 0.91 | 2.47 | -0.32 | 2.99 | 0.01 | 0.17 | 0.70 | 3.17 | 0.98 | -1.62 |
| Standard Deviation(%) | NA | 17.72 | 19.55 | 22.16 | 22.17 | NA | NA | … | … | 20.60 | 25.18 | 18.10 | 16.34 | 31.54 | 22.45 | 36.96 | 15.59 | 19.81 | 9.76 | 17.42 | 16.11 | 15.76 | 13.40 | 16.48 | 37.65 |
| Draw Down(%) | NA | 14.15 | 25.79 | 37.11 | 37.11 | NA | NA | … | … | 12.97 | 25.51 | 13.80 | 13.87 | 32.82 | 17.76 | 34.14 | 8.33 | 23.76 | 3.26 | 19.20 | 14.61 | 10.67 | 6.89 | 13.82 | 17.30 |
| Yield(%) | 0.00 | 8.85 | 6.42 | 4.87 | 7.53 | 8.41 | 6.31 | … | … | 0.00 | 9.10 | 7.80 | 0.00 | 0.56 | 8.97 | 0.13 | 9.41 | 6.31 | 7.68 | 0.04 | 5.16 | 10.03 | 12.51 | 4.99 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/04/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMGFX (JPMORGAN MID CAP GROWTH FUND CLASS R5) |
-3.75%
Nov 2020 – Nov 2023 |
2.90%
Mar 2021 – Mar 2026 |
8.80%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMGFX (JPMORGAN MID CAP GROWTH FUND CLASS R5) |
27.63%
Dec 2018 – Dec 2021 |
22.50%
Oct 2016 – Oct 2021 |
17.12%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart