Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| JMGQX (JPMORGAN MID CAP GROWTH FUND CLASS R4) | 1.60% | 6.91% | 11.52% | 3.76% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/12/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| JMGQX (JPMORGAN MID CAP GROWTH FUND CLASS R4) | 09/12/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.62 | 6.91 | 11.52 | 3.76 | NA | NA | NA | … | … | 1.60 | 1.45 | 14.21 | 23.06 | -27.14 | 10.61 | 48.24 | 39.62 | -5.10 | 29.39 | 0.23 |
| Sharpe Ratio | NA | 0.35 | 0.48 | 0.08 | NA | NA | NA | … | … | 0.25 | -0.06 | 0.64 | 1.20 | -0.91 | 0.52 | 1.34 | 2.45 | -0.33 | 2.97 | 0.04 |
| Standard Deviation(%) | NA | 17.69 | 19.54 | 22.16 | NA | NA | NA | … | … | 20.56 | 25.27 | 16.67 | 16.36 | 31.57 | 20.34 | 35.58 | 15.58 | 19.84 | 9.72 | 11.73 |
| Draw Down(%) | NA | 14.20 | 25.83 | 37.18 | NA | NA | NA | … | … | 13.00 | 25.51 | 11.17 | 13.91 | 32.89 | 11.86 | 34.16 | 8.36 | 23.81 | 3.27 | 6.52 |
| Yield(%) | 0.00 | 9.15 | 6.60 | 4.98 | 9.43 | 6.28 | 4.71 | … | … | 0.00 | 9.40 | 8.03 | 0.00 | 0.58 | 9.16 | 14.02 | 9.55 | 6.38 | 7.75 | 0.04 |
Data as of 06/10/2026, Common starting date is 09/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMGQX (JPMORGAN MID CAP GROWTH FUND CLASS R4) |
-1.73%
Aug 2021 – Aug 2024 |
2.73%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| JMGQX (JPMORGAN MID CAP GROWTH FUND CLASS R4) |
31.79%
Dec 2018 – Dec 2021 |
24.78%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart