Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGSGX (JPMORGAN SMALL CAP GROWTH FUND CLASS A) | 18.83% | 32.72% | 13.34% | -2.43% | 10.48% | 9.61% | 8.82% | … | … |
Data as of 06/11/2026, Common starting date is 08/29/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGSGX (JPMORGAN SMALL CAP GROWTH FUND CLASS A) | 08/29/1991 | 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.15 | 32.72 | 13.34 | -2.43 | 10.48 | 9.61 | 8.82 | … | … | 18.83 | 6.21 | 11.05 | 15.29 | -32.74 | -19.23 | 48.20 | 37.15 | -4.65 | 41.26 | 7.75 | -2.38 | -0.32 | 47.84 | 12.17 | -3.51 | 33.77 | 38.70 | -43.26 | 11.84 | 15.94 | 6.15 | 20.44 | 34.09 | -20.71 | -6.58 | 8.18 | 26.92 | -4.63 | 28.61 | -2.10 | 19.13 | -7.73 | 7.85 | 16.41 | 21.56 |
| Sharpe Ratio | NA | 1.28 | 0.45 | -0.18 | 0.32 | NA | NA | … | … | 1.50 | 0.13 | 0.36 | 0.57 | -0.96 | -0.66 | 1.14 | 1.99 | -0.27 | 3.12 | 0.34 | -0.13 | -0.02 | 3.14 | 0.67 | -0.11 | 1.41 | 1.21 | -1.04 | 0.46 | 0.70 | 0.25 | 1.15 | 2.02 | -0.85 | -0.36 | 0.11 | 1.53 | -0.38 | 1.54 | -0.26 | 1.22 | -0.78 | 0.36 | 0.89 | 4.42 |
| Standard Deviation(%) | NA | 22.19 | 23.07 | 26.66 | 26.20 | NA | NA | … | … | 25.69 | 25.52 | 20.89 | 20.49 | 35.62 | 29.19 | 41.81 | 17.97 | 22.51 | 13.07 | 22.32 | 19.24 | 20.06 | 15.24 | 18.16 | 33.10 | 23.92 | 31.90 | 42.46 | 19.07 | 18.06 | 15.65 | 16.85 | 16.53 | 25.67 | 25.46 | 34.62 | 15.43 | 21.59 | 16.09 | 22.11 | 12.42 | 13.91 | 15.53 | 15.59 | 16.95 |
| Draw Down(%) | NA | 14.33 | 29.28 | 53.16 | 55.49 | NA | NA | … | … | 14.33 | 28.44 | 12.60 | 22.64 | 37.31 | 31.06 | 40.18 | 10.39 | 29.65 | 4.99 | 24.22 | 19.75 | 20.53 | 5.51 | 15.68 | 31.69 | 17.47 | 27.49 | 56.64 | 11.84 | 18.83 | 11.97 | 12.70 | 12.90 | 32.78 | 27.23 | 23.80 | 10.07 | 40.04 | 12.92 | 19.90 | 8.11 | 19.48 | 11.13 | 18.48 | 6.38 |
| Yield(%) | 0.00 | 7.71 | 3.03 | 1.10 | 5.53 | 6.51 | 6.52 | … | … | 0.00 | 7.33 | 0.66 | 0.00 | 0.00 | 0.00 | 0.07 | 8.00 | 12.37 | 10.68 | 3.96 | 7.87 | 7.82 | 13.02 | 9.48 | 1.92 | 0.00 | 0.00 | 0.00 | 15.46 | 15.98 | 20.59 | 0.54 | 0.00 | 0.54 | 0.00 | 12.50 | 9.21 | 10.58 | 13.58 | 9.77 | 0.00 | 2.47 | 2.34 | 0.08 | 0.17 |
Data as of 06/11/2026, Common starting date is 08/29/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGSGX (JPMORGAN SMALL CAP GROWTH FUND CLASS A) |
-17.65%
Feb 2006 – Feb 2009 |
-5.88%
Dec 2020 – Dec 2025 |
1.41%
Feb 2000 – Feb 2010 |
2.14%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGSGX (JPMORGAN SMALL CAP GROWTH FUND CLASS A) |
33.49%
Feb 2009 – Feb 2012 |
29.93%
Feb 2009 – Feb 2014 |
19.92%
Feb 2009 – Feb 2019 |
13.75%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart